Documents related to Salesforce records such as Grants and Funds may, at some point, be shared with grantees or fund advisors via Salesforce Communities (or portals).

For more information on how to enable Communities access for a funder or grantee, see Managing Grantee Community Users and Managing Advisor Community Users.

For example, you may wish to allow a grantee access to a final version of a grant agreement.

In order for a document to be shared, either immediately or any point in the future, the file must be attached natively to the Salesforce record, rather than through the Box Connector.

To attach a file to a Salesforce record:

1. Hover over the Files related list link at the top of the record and click the Upload Files button, or scroll down the page to the Files related list and click the Upload Files button.

2. Navigate to where the file is located on your local drive, and click Open.

Automation will now do two things:

• If the Grantee or Funder has already been granted access to a Community, the file is made available to them from within the Community. (If they don't yet have access to a Community, the file will be available to them when they do get access).
• If it has not already been created, a folder will be created in Box for the Salesforce object with a Shared sub-folder and a copy of the file attached to the Salesforce object will be placed in that folder.

If the file attached to the Salesforce object is ever changed and overwritten, the automation will update the file in the Shared sub-folder in Box.