Go into the Salesforce > Select any Object > Select any Record > Go to the Box tab. If you receive the “Create a new folder for this record” message > Click Create folder. Check the syncing in the Box by refreshing the page.
How to embed box folder in Salesforce?
Locate the Box folder you want to embed in Salesforce. Then follow these instructions to generate an embed code. Keep this window or tab open in your browser; later on you will need to copy and paste it.
How do I add a box to a salesforce app?
From the Salesforce menu, in the top right corner, click Setup. Navigate to App Setup > Customize, and click the object you want to add the Box Embed interface. Supported objects include: The Box for Salesforce mobile interface does not support custom objects. Click Edit.
How many box accounts do I need to install box for Salesforce?
You must have two Box accounts before you can install the Box for Salesforce integration: A Box service account, This can be any managed user, unless you have enabled the Restrict Content Creation enterprise setting. If you've enabled this setting, the service account must be either:
How do my users log in to their own box for Salesforce?
Your users can now log in to Salesforce and link Box and Salesforce accounts. Within the User Settings Tab, your users can control the following settings for their own Box for Salesforce instance: If the system administrator enables Seamless Login (Org-Wide), account holders can enable/disable seamless login for their accounts.
How do I create a folder in SFDC?
Click Create New Folder or Edit from the Documents tab or the Classic Email Templates Setup page.Enter a Folder Label . ... Choose a Public Folder Access option. ... Select an email template and click Add to store it in the new folder. ... Choose a folder visibility option: ... Click Save.
How do I integrate a box in Salesforce?
Box Salesforce IntegrationStep 1: Install Box for Salesforce.Step 2: Create or define a folder for Salesforce in your Box.Step 3: Reviewing Box Files in Salesforce.Step 4: Uploading a File in the Box tab.Step 5: Embedding Box in Standard Objects.
What is box configuration in Salesforce?
Box Settings tab. A tab in Salesforce that enables you to configure Box for Salesforce, including identifying a root folder, syncing Box and Salesforce permissions, enabling seamless login, and more.
How do I uninstall a Salesforce box?
From Setup -> Build -> Installed Packages, click Uninstall on Box for Salesforce.
What is box integration?
Box integrations allow users to use Box's features without having to exit the app they're currently using. With the integration, the app accesses Box directly from within the app, saving time. Those using Box can access features in the integrated app without having to leave Box, too.
How do you make a box in lightning component?
Add a Box File or Folder to Salesforce CommunitiesIn Salesforce, Navigate to Setup > Community Page Builder.Create a New Community or select one that exists.Click into the Builder.Navigate to the Page Editor tab from the left-side menu.
Can we delete managed package in Salesforce?
From Setup, enter Installed Packages in the Quick Find box, then select Installed Packages. Click Uninstall next to the package that you want to remove. Determine whether to save and export a copy of the package's data, and then select the corresponding radio button. Select Yes, I want to uninstall and click Uninstall.
How do I delete Wavedataflow?
To Delete a Dataset you need to rightclik on right side icon then click Edit and Delete dataflow of that Dataset then Dataset will be deleted.
How do I remove a component from a managed package?
In order to remove components from a managed-released package, there are two options: 1. Partners may request to enable the feature to Delete Components in Managed Packages in their packaging org by logging a case in the Partner Community.
How to configure Box integration in Salesforce?
You adjust settings and configure the integration from the Box Settings page. Log into Salesforce as a Salesforce admin, and then go into Box and click the Box Settings tab. If this tab does not display, click + and search in the All Tabs page.
What happens when you select an object to convert lead folders?
When you select an object to convert lead folders, the record-specific folder automatically moves and inherits the new object naming convention. For example, a Lead converts to a Contact. If you click Do not move folders, the existing lead folder remains as a private folder within the Salesforce root-level folder.
What is box user?
A Box user account, to link an individual's Salesforce and Box accounts. Note. The service account and user account must be discrete accounts, and both also must be managed users in your enterprise. You cannot log in with the same account in both places.
How many Box accounts are needed for Salesforce?
You must have two Box accounts before you can install the Box for Salesforce integration: A Box service account, This can be any managed user, unless you have enabled the Restrict Content Creation enterprise setting. If you've enabled this setting, the service account must be either: the primary admin, or.
Can you use Salesforce as a model?
This setting enables you to use Salesforce access as a model whenever you update access to record-specific folders. This removes collaborators who gain access to record content through the integration via Box despite losing access to a given record in Salesforce.
Is there an extra charge for Box for Salesforce?
The Box for Salesforce integration is available at no extra charge for joint Box Enterprise/Salesforce customers. To get the integration, contact your Box Customer Success Manager or visit the Box for Salesforce integration page on the Salesforce App Exchange.
