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Box for Agentforce | Speed up sales and services with AI, E-sign, and Doc Gen
Enable agents to take action and provide insights, quickly and securely.
- Actions: 36Subagents: 6Agents: 1
- Industries
- Horizontal ProductFinancial ServicesPublic Sector
- Business Need
- SalesProductivityCustomer Service
- Requires
- Agentforce
- Compatible With
- Sales CloudService CloudFinancial 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.
Highlights
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's Impact
Pledge 1%
This company pledges 1% of their product, profit, equity, or time to support the community.
Provider Details
Box
Redwood City, CA, USA
Box (NYSE:BOX) is the cloud content management company that empowers enterprises to revolutionize how they work by securely connecting their people, information, and applications. Founded in 2005, Box powers more than 100,000 businesses globally, including AstraZeneca, General Electric, P&G, and Gap. Box is headquartered in Redwood City, CA, with offices across the United States, Europe, and Asia. To learn more about Box, visit https://www.box.com/.
Pricing Details
You must pay to use this solution. Discounts are available for nonprofits.
Requires an active Box subscription. The $1 one-time fee is waived for paying Box customers. This integration generates billable AI Units. Includes unlimited storage, encrypted transfer, and reporting.Visit https://www.box.com/pricing for pricing details.
Default Plan
$1 USD/company/year