Box
Intelligent Content Management, Document Collaboration, Workflows & E-Sign
By BoxAgent Productivity
- Rating
- 4.0
- Reviews
- 181
- Pricing
- Paid
- From $1 per company, one time
- Listed since
- 2009
About Box
Reduce costs and complexity across the content life cycle with Box
Box for Salesforce brings all the unstructured data found across your enterprise apps and systems directly into Salesforce, Agentforce, Slack, and more.
- Content + AI: Work faster and achieve better outcomes by using Box for Agentforce to kick off your intelligent work
- Collaborate: Share and manage Box Hubs and files with team members, customers, and partners by connecting content across Slack, Salesforce, and 1500+ apps
- E-Signature: Auto-populate templates with Salesforce data, and send, track, and manage unlimited documents
- Document Generation: Dynamically generate unlimited custom documents instantly with data sourced from Salesforce objects
- 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: FedRAMP High, Pl4 HIPAA, ITAR, & more (e.g. CAC/PIV, CJIS, WORM & SEC, CFR Part 11)
- Industries: Box supports all verticals including FinServ, Healthcare, Gov & more.
- Box for Salesforce is effective for baseline use cases. For more complex configurations, contact support@box.com.
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.
Screenshots
Image 1 of 13
Pricing
Paid, from $1 per company, one time.
| Plan | Price | Billed |
|---|---|---|
| Default Plan | $1 per company | One time |
The $1 one-time fee is waived for paying Box customers. It includes unlimited storage and folders, encrypted storage and transfer, and activity reporting. Visit https://www.box.com/pricing for pricing details.
The publisher offers discounts.
Compatibility
- Works with
- Sales Cloud
- Health Cloud
- Government Cloud
- Salesforce editions
- Enterprise
- Unlimited
- Developer
- Lightning Experience
- Supported
- Salesforce mobile app
- Supported
- Salesforce security review
- Passed on July 7, 2021
- Industries
- Horizontal Product
- Financial Services
- Government
- Languages
- Dutch
- English
- Finnish
- French
- German
- Danish
- Italian
- Japanese
- Korean
- Portuguese
- Russian
- Chinese (China)
- Spanish
- Swedish
- Thai
- Chinese (Taiwan)
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