Simplified Document Sharing and Access
Project Overview
A US-based underground utility locating company with extensive utility operations across multiple states.
Challenge
- Automated Box Folder creation is required for seamless automation and to automatically create individual Box folders for each Work Order.
- Dynamic access control management is needed for automated provisioning of appropriate Box group permissions to newly created project folders.
- Salesforce-Box integration requires direct access to corresponding Box folders from within Salesforce Work Order records.
Our Solution
Automated the process of creating a box folder and set required sharing when Work Order is created in Salesforce.
Used Box REST APIs (Application Programming Interfaces) to create folder in the box.
Installed an app in the Org named "Box for Salesforce" which enables Salesforce users to easily share, access, and manage box files within Salesforce.
Provided the ability to collaborate and share folders/files with customers outside of Salesforce org.
Impact/Outcome
Automated Box Folder Creation and Management
Automated creation of Box folders.
Optimized Salesforce Data Storage Efficiency
Saved Salesforce data storage.
Seamless Document Access Integration
Quick access to Box.com documents from within Salesforce.
94+ Projects
65+ Customers / Partners
79% Repeat Business Rate
