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+1 (415) 429-6641 | Speak to our expert Get in Touch Case Studies
A US-based underground utility locating company with extensive utility operations across multiple states.
The business needed to create a separate folder in Box automatically for each Work Order. To provide necessary access to the Box groups on the Box Folders being created, and access to box folders from right within Work Order records in Salesforce.
Cynoteck adopted a strategic approach to create a separate folder in Box automatically for each Work Order.
Automated the process to create box folder and set required sharing when Work Order is created in Salesforce.
Used Box REST APIs (Application Programming Interfaces) to create folder in 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.
Automated creation of Box folders.
Saved Salesforce data storage.
Quick access to Box.com documents from within Salesforce.
Saves user time by automating folder creation.
