Tides Canada’s Salesforce CRM and Box cloud storage platforms are integrated. This integration enables users to create a unique folder in Box for individual Salesforce records, including opportunities, campaigns and funds. This provides a shared folder for saving files and documents pertaining to a record that can be accessed directly from Salesforce.

iv.  Create a box folder for a Salesforce record

Box folders can be created for opportunity, fund, grant and campaign records. Follow these steps to create a Box folder for a specific record:

1. Open the Salesforce record for which you would like to create a Box folder in Salesforce
2. Scroll down to the “Box” section
3. Press the Create folder button.
4. If you haven’t used this feature before, you must first login to Box from within Salesforce:
   •  Press the Secure Log In button, and use Single Sign On to log into Box. Once logged in, you w
   • Drag the white cloud onto the shaded cloud.
5. A folder will be created based on the value of the record’s Name field.

The simplest way to access this folder will be directly from the Salesforce record. Should you wish to access the folder from Box, it is saved in the “/SFDC/object“ folder in Box, where /SFDC is the root folder, and object is the particular type of Salesforce record. E.g. Box folders for opportunities are saved in /SFDC/Opportunities.

v.  Save and manage documents or files in the Box folder on a Salesforce record

Tides Canada staff should save any documents or files pertaining to specific revenue opportunities, funds, grants, events, and annual appeals in the Box folder on the corresponding Salesforce records. The Box folders generated within Salesforce are Tides Canada’s official electronic filing system for these kinds of activities.

To save a document or file in the Box folder on a Salesforce record:

1. Ensure that the document or file you wish to save is saved to a folder on your computer.
2. Open the Salesforce record that the document or file pertains to, e.g. the opportunity, fund, grant or campaign.
3. Scroll down to the “Box” section
4. If you haven’t already created a Box folder for this record, do so first. See Create a Box folder for a Salesforce record.
5. Upload the file from your computer to the Box folder, either by:
   • Dragging and dropping from Windows Explorer into the Box folder on the Salesforce record.
   • Selecting Upload à Files or Folder, and selecting the individual files and folders you wish to upload.
6. The files or folders you have selected will be uploaded and should appear in the Box folder.

Once you have saved files or documents in the Box folder on a Salesforce record, you may use all of Box’s file sharing and collaboration features as normal directly from within Salesforce.