.png){kind=logo}
Enhance Collaboration and Efficiency with Unified Data through Box and Salesforce Integration
Bridge Box and Salesforce data to Improvado in just a few steps.
Improvado normalizes raw data and channels it in your visualization platform
Get fresh and highly granular insights on your marketing efforts from custom dashboards
Box is a cloud content management and file sharing platform designed to help businesses securely store, manage, and collaborate on digital assets. It offers features like granular permission controls, automated workflow integration, and real-time co-authoring, which streamline document handling across departments. In industries where teams spend 20-40% of their time on reporting, Box’s centralized data repository reduces duplication and accelerates access to critical files.
With robust API support and enterprise-grade security protocols, Box enables seamless integration with tools such as Improvado, enhancing data aggregation and visualization processes. This partnership drives 5× faster time-to-insight by automating data consolidation from multiple sources, allowing analytic teams to focus on strategic analysis rather than manual data preparation. Box’s scalable infrastructure supports growing data volumes while maintaining compliance standards essential for regulated sectors.
Salesforce is a cloud-based customer relationship management (CRM) platform designed to help organizations streamline sales, service, and marketing processes. By centralizing customer data, it enables teams to make informed decisions and improve client interactions, driving revenue growth and operational efficiency.
Integrating Salesforce with Improvado enhances data accuracy by eliminating 99% of discrepancies, ensuring reliable reporting across channels. This combination supports businesses in maintaining clean data and gaining a clearer view of their customer journeys.
.png)
.png)
The Box + Salesforce dashboard provides a unified view of your content and customer data, enhancing workflow efficiency. It offers real-time document collaboration directly within Salesforce, reducing context switching. Customizable reporting widgets enable tracking of content engagement and sales metrics in one place. Notably, the integration cuts audit prep time by 60%, streamlining compliance checks and documentation review.
The integration links Box’s cloud storage with Salesforce’s CRM, enabling users to access, share, and manage Box files directly within Salesforce records, streamlining document workflows without switching platforms.
This integration enhances collaboration by centralizing file access, improves sales productivity through quick document retrieval, and maintains security compliance by leveraging Box’s robust permissions within Salesforce.
Setup involves installing the Box for Salesforce app from the Salesforce AppExchange, connecting your Box account through OAuth, and configuring permissions according to your organizational needs.
While file metadata sync is supported, full data synchronization requires tools like Improvado, which can automate and centralize data flows between Box, Salesforce, and other platforms for comprehensive reporting.
Yes, the integration maintains Box’s encryption and permission controls within Salesforce, ensuring sensitive files remain protected while accessible to authorized team members.
.png){kind=logo}
.png){kind=logo}
.png){kind=logo}
.png)
%20(1).png){kind=logo}