Salesforce.com is a leader in CRM software. Box for Salesforce leverages Box Embed, a robust HTML5 technology, to enable you to access and share content stored in Box from within a Salesforce record – helping you get work done faster and be more efficient. Your team can collaborate on presentations, contracts and proposals, then share them with customers for easy access from any device.
With Box for Salesforce, you can take advantage of the full functionality of Box from within a Salesforce record to:
• Store, access and share files internally or externally, such as product information, marketing assets and sales presentations
• Keep teams in sync with what content has been shared, previewed or downloaded by your collaborators
• Enable content to be accessed, approved and updated from any mobile device, increasing business velocity so you can close deals faster
• Enable the same content to be accessed in other enterprise applications like NetSuite, Zendesk and Eloqua using Box as the content and collaboration platform for your organization
To use Box for Salesforce, click ‘Add’ and you will be taken to a Boxnote where you will find everything you will need. Should you run into any issues please contact Box support at firstname.lastname@example.org. Check out a sample of the new interface and an overview of the new features.