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Box for Agentforce | Speed up sales and services with AI, E-sign, and Doc Gen

By Box

Enable agents to take action and provide insights, quickly and securely.

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$1   USD/company/year

Discounts available for nonprofits

Agentforce ContentsAgentforce Contents
Actions: 36
Subagents: 6
Agents: 1
Industries
Horizontal Product
Financial Services
Public Sector
Business Need
Sales
Productivity
Customer Service
Requires
Agentforce
Compatible With
Sales Cloud
Service Cloud
Financial Services Cloud

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.

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Agentforce
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Service Cloud
Financial Services Cloud
Salesforce Editions
Enterprise
Unlimited
Developer

App Details

Version
Box Agents/Box for Agentforce 1.31.0
Listed On
04/15/2025
Latest Release
07/28/2026
Agentforce ContentsAgentforce Contents
Actions
Actions are how agents get information and perform tasks.
Subagents
A subagent is a job an agent can do.
Agents
Agents use context to complete tasks on their own.
Actions: 36
Subagents: 6
Agents: 1
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Agentforce
Agentforce solutions are customizable, conversational, AI assistants. They boost Salesforce user productivity in a safe way by facilitating everyday business interactions across a wide range of workflows and tasks. Learn More
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
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
Agentforce
Managed Package
Accessible Solution
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 0
Custom Tabs: 0
Custom Apps: 0
Lightning Components
Global: 1
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.0.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
04/15/2025

Additional Details

Box for Agentforce brings all the unstructured data found across your enterprise directly into Salesforce, Slack, and more. — Content + AI: Work faster and achieve better outcomes by using Box for Agentforce for intelligent workflow journeys* — Share, organize, manage, and structure Box files and folders in Salesforce and Slack — Send documents for E-Signature using Box Sign, using auto populated data from Salesforce — Generate new documents from templates that automatically pull data from Salesforce objects — Document Generation: Generate contracts, reports, agreements, and more with auto populated pre-configured templates using Box Doc Gen — 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: Ensure compliance with FedRAMP, Pl4 HIPAA, ITAR, and more (e.g. CAC/PIV, CJIS, WORM & SEC, CFR Part 11)​ — Industries: Box supports all verticals including FinServ, Healthcare, Gov & more. *For more complex and custom configurations, contact support@box.com.

Need help?

Box

Redwood City, CA, USA

https://support.box.com/

Support Phone 1.877.729.4269
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