Embedding Box in Standard Object Records


Use the following procedure for all Salesforce standard objects (e.g. Account, Lead, Contact, Opportunity, etc.) requiring a Box Embed addition as part of the page layout.
  1. Access the Salesforce Menu and click Setup (top right corner).
  2. From the left menu, navigate to Build > Customize to find the appropriate object (e.g., Lead, Opportunities, Accounts, or any Custom_Object).
  3. Expand the object's menu and select Page Layouts.
  4. Edit the Page Layout where Box Embed must be added.
  5. From the [Object] Layout > Field menu, drag a new Section into the Page Layout in the desired position. 
  6. Change the Section parameters:
    1. Assign a name for the section (for example, Box Files).
    2. Make the section 1-Column
    3. Click OK
  7. Add the newly-created Visual Force Page to the Page Layout:
    1. From the Lead Layout menu, click Visualforce Pages.
    2. Drag [object_name]BoxSection into your newly created Section.
    3. Click the wrench on the [object_name]BoxSection Visualforce page.
    4. Set the height to 600 pixels (minimum) for best viewing.
    5. Save the page layout.

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