Case Study-Salesforce Integration with Box.com

We have a client based in UK who is using Salesforce as a CRM where client want to store huge amount of data that allows users to store, share, and manage files securely in the cloud which can be visible in the CRM but don’t want to use the space in the CRM and also offers enterprise-grade security and compliance features, ensuring that sensitive data is stored securely in the cloud.

The objective of this project is to provide the solution to the client where we will setup the Box.com and integrate it with Salesforce to streamline the sharing and management of content between the two platforms, enabling sales and customer service teams to collaborate more effectively and improve their productivity. Integrating Salesforce with Box.com is to create a seamless and productive workflow for sales and customer service teams, enabling them to focus on delivering value to customers rather than on managing content and data.