Box
Salesforce integration.
What Box for Salesforce does, who can use it, how it is installed, and what to plan before you switch it on.
Request an integration map →Download the spec sheet →The Salesforce Box integration is Box for Salesforce, Box's managed package on AppExchange. It lets users share, access and manage Box content from Salesforce, with a Box folder tied to each record. Box says it is available at no extra charge for joint Box Enterprise and Salesforce customers. Users need both a Box and a Salesforce account.
[ How it works ]
Which Salesforce records can show Box folders?
Box says Lightning record pages for Lead, Account, Contact and Opportunity come preconfigured with the Box component, and you can add it to other standard or custom objects.
[ The connector ]
Files in Box, work in Salesforce.
Techila Global Services is a Salesforce Summit partner. We install and configure Box for Salesforce: the service account, root folder, permission sets, page layouts and permission sync.
We test in a sandbox first and support the set-up after launch.
Storing files in Microsoft 365 instead? See SharePoint and Salesforce.
What does Box for Salesforce do?
Box's support article lists these parts of the integration. Folders are tied to specific Salesforce records, and record folders sit inside one root folder owned by a Box service account.
| Feature | What Box says it does |
|---|---|
| Record folders | Embedded folder widgets on standard or custom records |
| Box Files, Box Settings and Box Sign tabs | Access files, configure the integration, and set up e-signature |
| Box Extract | Pulls structured data from Box documents to create or update Salesforce records |
| Box Events | Records Box user activity on Salesforce records |
| Box Federated Search | Lets Salesforce global search find Box files, with extra set-up |
| Permission sync | Syncs Box and Salesforce permissions from the Box Settings tab |
What moves between Salesforce and Box?
- Record permissions to folder access (from Salesforce to Box)
- Extracted document data to records (from Box to Salesforce)
- Box user activity to records (from Box to Salesforce)
Box supports only the most recent version of the integration. Box says syncing Salesforce permissions does not affect collaborations added by hand in Box.
How do you install Box for Salesforce?
- Prepare four accounts. A Box service account used only for the integration, with Box Admin or Co-admin rights; a separate Box user account on the same email domain; a Salesforce admin; and a Salesforce user.
- Install from AppExchange. Box recommends a sandbox, development or scratch org first. Choose Install for Admins only and approve third-party access. Box says it takes about 5 to 6 minutes.
- Assign permission sets. Box Admin for those who change settings, Box Standard for users, and Box Sign for e-signature users.
- Run Quick Setup. Connect the service account, log in as a Box user, set the root folder and assign permission sets.
- Finish advanced set-up. Page layouts, permission sync, your Box sub-domain if you use one, and Box Sign settings.
Users must log in with an enterprise Box account; unmanaged or external accounts are not supported. Box UI Elements in Experience Cloud use your Custom API call allocation.
Box for Salesforce or a custom Box build?
| Option | What it covers | Limits |
|---|---|---|
| Box for Salesforce | Record folders, file access, Box Sign, Extract, Events and search | Joint Box Enterprise and Salesforce customers; enterprise Box accounts only |
| Box Platform APIs | Files, metadata and webhooks for rules the package does not cover | Custom code to build and maintain; OAuth, JWT or app token set-up |
Most teams start with the package and add custom work only for gaps. Our Salesforce integration services cover both; to plan yours, book a discovery call. See all connector pages.
[ Architecture ]
How does Box connect to Salesforce?
How data moves between the two systems.
Box
Box for Salesforce
Salesforce
[ What's included ]
What does Techila set up for Box and Salesforce?
What the integration work covers.
[ FAQ ]
Frequently asked questions.
What architects ask before commissioning a Techila integration.
Box says it is available at no extra charge for joint Box Enterprise and Salesforce customers.
Box says only people with both a Box account and a Salesforce account can access it. Users must log in with an enterprise Box account.
Yes. Lead, Account, Contact and Opportunity pages come preconfigured, and Box says you can add the component to other standard or custom objects.
The service account owns the root folder that holds record folders. Box says it should be used only for the integration and have Box Admin or Co-admin permissions.
Yes, with Box Federated Search. It needs extra set-up, including defining Box as an external data source in Salesforce.
Sources
Last reviewed:
- Box Support, Introducing the Box for Salesforce integration (read 10 November 2026)
- Box Support, Installing Box for Salesforce (read 10 November 2026)
- Box Developer, Box Platform guides (read 10 November 2026)
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