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

Horrible Customer Service

Extremely slow and inefficient customer service.

Ticks all Regulatory Requirements

The app served our purposes all around regarding compliance required from around the globe. From sensitive data storage, transfer, and sharing, to electronic signature requirements. We feel comfortable with the speed of response when issues have come up as well.

Security

The app is helpful in managing sensitive data and collaborating with external stakeholders, especially the signature feature. It also helps us with storage issues.

Stay Focused on Client Support - Eliminate App Switching

The ability to embed hubs and folders within Object records is brilliant. Instead of constantly switching between Salesforce and Box, our user's access, upload, and organize documents right from the opportunity, or account records. This alone saves our team 10-15 minutes per client interaction. Additionally, we leverage Box Relay to automatically take actions on selected object events driving uniformity and saving time.

The Power of Box AI + Salesforce

Box's integration with Salesforce provides a seamless flow of information. The addition of Box AI for metadata extraction is a powerful tool that makes it easier to find what we need, right when we need it. Also like the Box Hubs and Doc Gen features.

Excellent Product

Box has a lot to offer. It allows me to easily generate documents for my org, e-sign, and collaborate across Salesforce. Also helps me to manage content between different systems with a centralized file access helping to keet things organized. Looking forward to have this running into my organization.

Integration within a record level is great.

Box for Salesforce offers smooth integration directly at the record level, making file access and sharing very efficient. Users can view, upload, and manage Box files without leaving the Salesforce record. This enhances team collaboration, especially for sales and service teams handling large volumes of documents. The UI is intuitive and embeds well into Salesforce pages. Overall, it’s a solid tool for embedding cloud storage into your SF workflow.

Amazing Overall Product. Great innovation!

I wanted to reach out and let you know my feedback on the SF/Box integration app after watching the webinar. I think this tool is very useful in helping manage content between two systems. Especially given issues with data silos and other growing pains surrounding data. I think Box has a good support line to help people get started on integrating Box with SF, and I think it's a good start for someone like me to explore the opportunity more. The app seems like an overall win in making things more efficient for end-users!

Secure & robust integration; seamless user experience

Box for Salesforce is a super versatile tool that brings document management right into Salesforce. It has a lot of great features but also a few areas where you might need some advanced help if your setup is more complex. What Works Well: • Centralized file access: Automatically linking Box folders to records like Accounts, Opportunities, and Contacts really cuts down on platform switching and keeps teams organized. • Box Sign integration: Getting rid of extra e-signature tools is a huge win—saves money and keeps signed docs secure in one place. • Collaboration and security: Box’s built-in security features do a solid job of protecting sensitive docs from unauthorized access. Challenges: • If you have a complex Salesforce setup (think custom objects or a lot of role-based access), you’ll probably need advanced admins or developers to configure everything properly. Recommendation: If you’ve got experienced Salesforce admins or developers, Box for Salesforce can be a game-changer. Once it’s set up and optimized, it streamlines document workflows, cuts costs, and makes collaboration across teams much easier. It’s a great way to manage documents without leaving Salesforce.

Streamlines processes

The Box DocGen and Salesforce feature along with Box Sign is going to be a game changer for our organization. Looking forward to getting this all setup and moved into production processes.