Box for Agentforce
Speed up sales and services with AI, E-sign, and Doc Gen
By Box
- Rating
- Not rated yet
- Reviews
- No reviews yet
- Pricing
- Paid
- From $1 per company per year
- Listed since
- 2025
About Box for Agentforce
Enable agents to take action and provide insights, quickly and securely.
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.
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
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Pricing
Paid, from $1 per company per year.
| Plan | Price | Billed |
|---|---|---|
| Default Plan | $1 per company | Yearly |
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.
The publisher offers discounts.
Compatibility
- Works with
- Sales Cloud
- Service Cloud
- Financial Services Cloud
- Requires
- Einstein 1
- Salesforce editions
- Enterprise
- Unlimited
- Developer
- Salesforce security review
- Passed on April 15, 2025
- Industries
- Horizontal Product
- Financial Services
- Public Sector
- Languages
- English