Box Integration with Salesforce CRM
Box for Salesforce
Transform CRM with the secure content platform for AI
The native Salesforce integration built for enterprise scale
Make Box for Salesforce your single source of truth. With a managed, enterprise-grade integration, you can eliminate version control issues and costly middleware. Box for Salesforce provides unlimited storage and allows teams to access, preview, and securely collaborate natively on any Salesforce record, keeping workflows fast and unified.
Build smarter agents with Box AI and Agentforce
Instantly deploy pre-built agent actions to handle workflow and security metadata tasks, or connect with tools via the Box MCP server.
Close deals faster with intelligent content workflows
Keep business moving in Salesforce while automating every step of the document lifecycle. Generate custom documents using CRM data with Box Doc Gen, route documents for e-signature and track them in real time with Box Sign, and capture critical information from content to update Salesforce records with Box Extract. The result is faster business processes, cleaner data, and less manual work across sales, operations, and customer-facing teams.
Extend capabilities with powerful developer toolkits and APIs
Customize your content environment to match your most complex business needs using the Box Developer Toolkit, UI Elements, and Box for Salesforce SDK. Developers can easily build advanced integrations, automate folder structures tied to specific Salesforce objects, and deploy securely via sandbox or developer instances to ensure a flawless user experience.
Built-in enterprise-grade security and compliance
Protect your critical enterprise data with native security and governance capabilities that apply consistent access controls and permissions across every Salesforce interaction.
Tailor your solution with our SI partners
Partner with world-class system integrators to customize, scale, and align Box for Salesforce with your organization’s unique CRM architecture.
Built a secure, AI-powered integration with Salesforce to accelerate underwriting workflows and streamline external collaboration, successfully saving teams over 30 hours per week in manual administrative tasks.
Integrated Box and Salesforce to govern the entire opportunity lifecycle with a uniform folder structure, automated workflow triggers, and simple permission configurations for secure, seamless access across the enterprise.
Connected Box with Salesforce to give teams immediate access to critical documents directly within their records, significantly reducing manual handoffs and speeding up response times while maintaining strict government compliance standards.