Skip to main content

Make Waves ’26 Step into AI’s glass box. Prague, 19–20 Oct.

Register now (opens in a new tab)
Salesforce
Box

Connect Salesforce and Box integrations

Explore ready-made Salesforce and Box templates and start automating in minutes.

Get started free

Create a custom workflow

Connect Salesforce and Box to automate data syncing and streamline collaboration, allowing your team to focus on strategic initiatives and optimize workflow efficiency with Make.

Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

Salesforce
Trigger: Watch jobs
Box
Action: Select an action
1. Select a trigger

  • Triggers when a bulk data job is created.

  • Triggers when a field has changed in an object.

  • Triggers when a record is created or updated in an object.

2. Select an action

  • Adds a shared link to a file

  • Adds a new shared link to a folder.

  • Cancels a sign request by its ID.

  • Copies the selected folder.

  • Creates a new comment to a file.

  • Creates a new empty folder within the specified parent folder.

  • Creates a sign request.

  • Applies an instance of a metadata template to a file.

  • Applies an instance of a metadata template to a folder.

  • Deletes a file or moves it to trash.

  • Deletes a folder, either permanently or by moving it to trash.

  • Downloads a file.

  • Retrieves information about a file.

  • Retrieves information about a file/folder by a shared link.

  • Retrieves information about a folder, including the first 100 entries in that folder.

  • Retrieves a sign request by its ID.

  • Retrieves a folder metadata by its ID.

  • Performs an arbitrary authorized API call.

  • Renames a file.

  • Renames a folder.

  • Updates file attributes.

  • Updates folder attributes.

  • Creates or Updates Metadata of a File.

  • Updates folder's metadata.

  • Uploads a new file.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Salesforce can function as a trigger by automatically syncing customer data changes, which then prompts actions within Box, such as updating or organizing files. This integration allows Salesforce to initiate processes that transfer necessary information to Box, improving collaboration and efficiency. By using Make to connect these platforms, redundant tasks are reduced, and data entry is automated, freeing the team to focus on strategic initiatives. With this setup, organizations can maintain connectivity and optimize their workflows between Salesforce and Box.

Add a Shared Link to a File
Adds a shared link to a file
Action
Add a Shared Link to a Folder
Adds a new shared link to a folder.
Action
Bulk create records (advanced)
Creates multiple records.
Action
Cancel a Sign Request
Cancels a sign request by its ID.
Action
Copy a Folder
Copies the selected folder.
Action
Create a Comment
Creates a new comment to a file.
Action
Create a Folder
Creates a new empty folder within the specified parent folder.
Action
Create a record
Creates a new record in an object.
Action
Create a Sign Request
Creates a sign request.
Action
Load more

How to set up Salesforce and Box in 5 easy steps

Date

·

Duration

Step 1

Start your journey with Make login

First, log in to your Make account to kick off the process of linking applications.

Date

·

Duration

Step 2

Incorporate Salesforce

Introduce Salesforce to your project by adding it as a module within Make.

Date

·

Duration

Step 3

Connect to Salesforce

Set up a connection with Salesforce by choosing the 'Create a connection' option.

Date

·

Duration

Step 4

Include Box in your plan

Similarly, add Box as a module in your Make scenario to establish a connection.

Date

·

Duration

Step 5

Link up with Box

Create a link to Box by selecting 'Create a connection' and confirm all necessary details.

Discover the benefits of integrating Salesforce and Box for automation

Learn how integrating Salesforce and Box through Make can optimize workflows, automate document storage, ensure data sync, enhance collaboration, and improve access control, offering a streamlined experience for your team.

Date

·

Duration

Automated document storage

Easily automate the storage of Salesforce documents in Box to keep files organized.

Date

·

Duration

Data synchronization

Ensure consistent data between Salesforce and Box with automatic synchronization.

Date

·

Duration

Improved collaboration

Facilitate better team collaboration by integrating Salesforce data with Box's file-sharing capabilities.

Date

·

Duration

Efficient workflow

Improve efficiency by automating repetitive tasks between Salesforce and Box through Make.

Support

FAQs

Everything you need to know about Make. Can't find the answer you're looking for? Please chat to our team.

Integrating Salesforce and Box through Make allows users to simplify their workflow by automatically syncing documents and content between the two platforms. This integration ensures that sales teams have quick access to the latest files and content stored in Box directly within Salesforce, improving productivity and collaboration.

Make automates data management tasks between Salesforce and Box, eliminating the need for manual data entry and reducing the risk of errors. Users can set up automated workflows to update records, manage files, and synchronize data between the two applications, saving time and reducing administrative burden.

Make's platform allows for customized automation workflows, letting users set specific triggers and actions between Salesforce and Box. Users can create complex integration scenarios without needing coding skills, enabling them to tailor the integration to their specific business needs and improve operational efficiency.

Yes, Make's intuitive interface makes it easier to set up and manage integrations. Users can visually design their integration workflows with drag-and-drop functionality. The platform also offers pre-built templates to quickly start the integration process, making it accessible even for non-technical users.