Keeping Sales Teams in Sync with Box in Salesforce

We're always looking to expand our OpenBox platform, connecting Box's cloud content management to the various business applications that are critical to your business. And at the same time, we're also committed to making our existing integrations even deeper and more meaningful. Today, we're excited to share that we've taken our Salesforce integration to the next level with a very cool new capability: record referencing.

Record referencing builds upon our existing integration with Salesforce by allowing Box folders to be assigned to specific Salesforce records. Not only can marketing teams share the collateral necessary to close deals with their colleagues in sales, but now the sales team can associate dedicated folders with specific Salesforce records, helping them stay in sync with what quotes, contracts and invoices have been shared with their Salesforce contacts.

This is a simple but powerful step towards making your Box and Salesforce integration even more effective. If Box isn't yet part of your Salesforce deployment, give us a call at 866-495-0635 or fill out the short form on this page and we'll be in touch with you soon. If you're a current Box Enterprise customer, have your admin contact their account manager to get set up.

Post by Karen Appleton, VP of Business Development