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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.

Overview

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.

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

Categories

Business Needs
Sales
Productivity
Customer Service
Industries
Horizontal Product
Financial Services
Public Sector
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
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

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