Box For Salesforce

Installation and Initial Setup

1. Log into Salesforce as a Salesforce Admin.
2. Navigate to the package installation link.
3. At separate points during the installation, you will be asked to:
   • Accept and Approve Third-Party Access for remote settings.
   • Grant access to all users.
   • Click Next or Continue in other screens to complete the installation.
4. When you complete the installation, the screen will return to the Salesforce Box Connector App (Managed) page.
   
   
   
5. Click the + tab to view the All Tabs page.
6. Click Box Settings to view the Connect Salesforce to Box page.
7. Click the Box API Admin Login button to view the Box API login page.
8. Enter the Box Service Account credentials.
   
   
   
9. Specify the name for your Root Folder, e.g. Salesforce-<Org Identifier>.
10. Specify folder settings for Lead conversions (optional)
11. Specify your company's subdomain, e.g. if you log into Box at cloud.app.box.com, your subdomain is "cloud".
12. At this point, you can enable (suggested) or disable Seamless Login and Auto-Collab on the same page, and click Save Settings.
13. Add the Box functionality to Salesforce objects (e.g. Opportunities, Accounts, etc.)

Embedding Box in Standard Object Records.