Bringing Together Box & Salesforce to Drive Business Value
Work with Micro Strategies to build a solution that integrates the Salesforce platform with Box, aligns your organization’s business processes with the technology and drives a long-term impact on business outcomes.
Potential Use Cases
- User creates an opportunity in Salesforce. A folder is automatically created within a business-specific folder structure in Box.
- User drops documents into a folder from within the Salesforce interface. Metadata is automatically assigned, enabling. intelligent document searching within Box.
- Users can automatically update information in SalesForce based on the arrival of new documents.
- The arrival of documents within the Box or Salesforce interface can automatically trigger a business process.
- Users can digitally sign documents in Box using BoxSign.
- Users can take advantage of advanced metadata searching on documents as well as exported document results stemming from the Box/Salesforce integration.
- Users can easily add additional metadata to individual documents using the Micro Strategies DDP Application.
Micro Strategies, Box & Salesforce in Action
How can you tie together contract creation, review, approval and digital signatures within Salesforce and Box? Watch the demo.