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