NOTE: During the creation of sync pairs between Salesforce and Box, cloudHQ will create the following folders:

• Data Export – this folder contains all CSV exports created by us + scheduled exports
• Reports – this folder contains all your reports
• Documents and Files – this folder contains all files and documents inside your Salesforce account
• Accounts, Campaigns, etc. – this folder contains files, documents, notes, discussions and summaries for each of your accounts, campaigns, opportunities…

For example, for each account, you will see “Account_summary.pdf,” which contains summary information for that account.

Here are short instructions on how to sync Salesforce to Box.

NOTE: You must have cloudHQ Business Plan to sync Salesforce.

1. Start the synchronization wizard to sync two cloud accounts.
2. Click the Salesforce icon:
   
3. Select an already-configured Salesforce account or click “Add Salesforce” to add a new Salesforce account:
   
4. If you click “Add Salesforce,” you will be forwarded to authorize cloudHQ to access your account:
   
5. Choose how you want to sync Salesforce, then click “Next Step”:
   
6. Click the Box icon:
   
7. Select an already-configured Box account or add a new Box account:
   
8. If you click “Add Box,” you will be forwarded to authorize cloudHQ to access your account:
   
9. Select what you’d like tto sync for Box, then click “Next”:
   
10. Select the Box folder you want to sync with Salesforce or click “Create folder” for a new one:
    
11. Choose your options. Synchronization will start automatically:
    
12. The synchronization status will display after the initial synchronization.
13. Here is How to Monitor Status of Sync.
14. An email will confirm the success of the initial synchronization.