Panorama: Using Box to Enhance Document Management in Salesforce

Drive More Value from Salesforce With Box

Are you using Salesforce?

Are you storing business documents in Salesforce?

Do you need to easily and quickly find those documents across Salesforce objects?

Micro Strategies has integrated Box with Salesforce Lightning to empower users with a more robust content management experience within the Salesforce platform. The integration of Panorama, a document metadata management application Micro Strategies developed for Box, into Salesforce provides an enhanced user experience and increased efficiencies when searching, accessing, and tagging content within Salesforce.  With Panorama, Salesforce users can: 

• Automatically add metadata to documents when they enter Salesforce
• Create intelligence (through metadata) that allows users to quickly and easily find documents across Salesforce objects
• Manage Salesforce document storage costs
• Maintain document security & compliance