AgentExchange

Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

Box: Intelligent Content Management, Document Collaboration, Workflows & E-Sign

Reduce costs and complexity across the content life cycle with Box

Overview

Box helps you securely manage content across your entire business lifecycle. Users can easily generate documents, e-sign, and collaborate across Salesforce, Slack, Agentforce and more — powered by AI-infused insights and automated workflows.

1 of 13

See How Box: Intelligent Content Management, Document Collaboration, Workflows & E-Sign Works

  • Accelerate Sales and Service Contracting Speed up contracting. Agentforce with Box can auto-generate quotes and contracts from Salesforce/Box data, route for e-signature with Box Sign. Reducing manual steps and accelerating cycles.

  • Automate Intelligent Document Processing Eliminate manual data entry. Agentforce with Box AI extracts metadata from unstructured documents (PO, forms), reducing errors in sales and services processes.

  • Streamline Strategic Account Planning Save hours on account planning. Agentforce with Box AI instantly generates executive summaries from notes or reports, helping sales reps prepare for meetings.

  • Intelligent Case Management for Faster Service Accelerate customer service. Agentforce with Box AI helps service teams instantly summarize documents and find answers, empowering reps to resolve issues faster.

  • Unify Content with Centralized File Management Box provides a secure, compliant single source of truth across Salesforce and other apps, while Agentforce makes that content actionable.

  • Maintain Security & Compliance Box enforces enterprise-grade security (malware detection, retention, records management) and granular permissions across the content lifecycle.

Box for Salesforce brings all the unstructured data found across your enterprise apps and systems directly into Salesforce, Agentforce, Slack, and more. • Content + AI: Work faster and achieve better outcomes by using Box for Agentforce to kick off your intelligent work • Collaborate: Share and manage Box Hubs and files with team members, customers, and partners by connecting content across Slack, Salesforce, and 1500+ apps • E-Signature: Auto-populate templates with Salesforce data, and send, track, and manage unlimited documents • Document Generation: Dynamically generate unlimited custom documents instantly with data sourced from Salesforce objects • Folder Mapping: Link Box content to specific and/or multiple Salesforce records, including custom objects • Security: Map and sync Box and Salesforce permissions to prevent data leaks with data classifications and threat detection policies • Compliance: FedRAMP High, Pl4 HIPAA, ITAR, & more (e.g. CAC/PIV, CJIS, WORM & SEC, CFR Part 11) • Industries: Box supports all verticals including FinServ, Healthcare, Gov & more. *Box for Salesforce is effective for baseline use cases. For more complex configurations, contact support@box.com.

Categories

Business Needs
Productivity
Customer Service
Collaboration
Industries
Horizontal Product
Financial Services
Government
Personas
Administrator
Architect
Business Operations Manager
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
FedRAMP Offering
This company indicates that they're a FedRAMP offering. This status doesn't mean that the solution is included in Salesforce's FedRAMP authorization. You're responsible for evaluating the solution's security. To learn more, visit the FedRAMP Marketplace.
Salesforce Shield
Supports Salesforce orgs that use Shield.
Community Builder
Ready to use in the Salesforce Community Builder.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
Salesforce Mobile
Supports Salesforce for iOS and Android.
Accessible Solution
This company indicates that their solution meets certain accessibility standards. To learn more, review the Accessibility Conformance Report provided by the company. We don't independently audit a solution's accessibility.
View Report
No Limits
Lightning Ready
Multiple Currencies
Person Accounts
FedRAMP Offering
Salesforce Shield
Community Builder
Managed Package
Lightning App Builder
Salesforce Mobile
Accessible Solution

More from Box

  • Box Sign - eSignature for Salesforce
    by Box
    Close deals faster with Box Sign. Automatically populate Salesforce fields into document templates, quickly send documents for signature, and easily track progress and status. Send unlimited number of documents for signature with Box Enterprise+ plan.
    SalesProductivity

  • Box Lightning Component Pack for Community Cloud
    by Box
    Box Lightning Component Pack makes it incredibly easy for non-technical Salesforce Community Cloud users to embed a Box File or Folder into their Customer, Partner or Employee Community. This component is built in Lightning and works with Community Cloud
    Productivity

  • Box for Agentforce | Speed up sales and services with AI, E-sign, and Doc Gen
    by Box
    No Ratings
    Bring the power of Box AI to Agentforce: Automate and extend content-centric workflows across the Salesforce ecosystem and your other apps — all while ensuring security and compliance. Box is FedRAMP High and supports HIPAA compliance.
    SalesProductivity