Upload new Salesforce records as files in Box
Simplify your workflow with this automation that connects Salesforce and Box. Whenever a new record is created in Salesforce, your associated files are instantly uploaded to Box. This seamless connection not only ensures all your pertinent Salesforce data is stored safely in Box but also saves you precious time, eliminating the need for manual file transfers.
Simplify your workflow with this automation that connects Salesforce and Box. Whenever a new record is created in Salesforce, your associated files are instantly uploaded to Box. This seamless connection not only ensures all your pertinent Salesforce data is stored safely in Box but also saves you precious time, eliminating the need for manual file transfers.
- When this happens...New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
- automatically do this!Upload File
Triggered when you add a new file to a folder.
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