Using the Box Connector in Salesforce

The Box Connector is embedded in many Salesforce objects, and allows you to store and access documents related to Salesforce records.

You can also navigate to other folders and documents as needed from within the Box connector.

When the Box Connector is accessed for the first time from within a Salesforce record, it will prompt you to create a folder within Box for the record:

  1. Click the Create Folder button within the Connector window to create a folder for the record.
  2. If prompted to login to Box, use the SSO (Single Sign-On) link in the login dialogue and then enter your MakeWay email address. For security purposes, you may also be asked to drag a graphic on top of another graphic to prove you are not acting as malicious code, rather than a real person.
  3. You can either click and drag files from your computer into the Box Connector window, or click the Upload files link to navigate to file location and upload.