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.

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.

Embedding Box Custom Object Records.