Quick summary
The Box Salesforce integration is installed directly through the Salesforce AppExchange, allowing teams to connect Box Content Cloud to their Salesforce environment in minutes. This step-by-step walkthrough covers everything from finding the listing to granting third-party access and confirming the installed package.
Steps
- Go to Salesforce AppExchange and search for Box Content Cloud.
- Click the Try It Free button on the listing page.
- Select Try in your sandbox to install in a sandbox environment.
- Verify your account details and click Continue to Installation.
- Click Log In & Install to authenticate with your Salesforce account.
- Click Use Custom Domain and enter your Salesforce custom domain.
- Add your custom domain name and click Continue.
- Choose who you are installing the app for and click Install.
- Grant Third Party Access and click Continue.
- Find your installed package under Settings > Advanced Setup > Installed Packages.
