Box: Intelligent Content Management, Document Collaboration, Workflows & E-Sign

Highlights

• Accelerate Sales and Service Contracting
  Speed up contracting. Agentforce with Box can auto-generate quotes and contracts from Salesforce/Box data, route for e-signature with Box Sign. Reducing manual steps and accelerating cycles.
• Automate Intelligent Document Processing
  Eliminate manual data entry. Agentforce with Box AI extracts metadata from unstructured documents (PO, forms), reducing errors in sales and services processes.
• Streamline Strategic Account Planning
  Save hours on account planning. Agentforce with Box AI instantly generates executive summaries from notes or reports, helping sales reps prepare for meetings.
• Intelligent Case Management for Faster Service
  Accelerate customer service. Agentforce with Box AI helps service teams instantly summarize documents and find answers, empowering reps to resolve issues faster.
• Unify Content with Centralized File Management
  Box provides a secure, compliant single source of truth across Salesforce and other apps, while Agentforce makes that content actionable.
• Maintain Security & Compliance
  Box enforces enterprise-grade security (malware detection, retention, records management) and granular permissions across the content lifecycle.

What Box: Intelligent Content Management, Document Collaboration, Workflows & E-Sign does

Box for Salesforce brings all the unstructured data found across your enterprise apps and systems directly into Salesforce, Agentforce, Slack, and more.

• Content + AI: Work faster and achieve better outcomes by using Box for Agentforce to kick off your intelligent work

• Collaborate: Share and manage Box Hubs and files with team members, customers, and partners by connecting content across Slack, Salesforce, and 1500+ apps

• E-Signature: Auto-populate templates with Salesforce data, and send, track, and manage unlimited documents

• Document Generation: Dynamically generate unlimited custom documents instantly with data sourced from Salesforce objects

• Folder Mapping: Link Box content to specific and/or multiple Salesforce records, including custom objects

• Security: Map and sync Box and Salesforce permissions to prevent data leaks with data classifications and threat detection policies

• Compliance: FedRAMP High, Pl4 HIPAA, ITAR, & more (e.g. CAC/PIV, CJIS, WORM & SEC, CFR Part 11)

• Industries: Box supports all verticals including FinServ, Healthcare, Gov & more.

*Box for Salesforce is effective for baseline use cases. For more complex configurations, contact [email protected].

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