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:
     Salesforce icon
  3. Select an already-configured Salesforce account or click “Add Salesforce” to add a new Salesforce account:
     Salesforce account
  4. If you click “Add Salesforce,” you will be forwarded to authorize cloudHQ to access your account:
    Add Salesforce
  5. Choose how you want to sync Salesforce, then click “Next Step”:
    Salesforce folder
  6. Click the Box icon:
    Box icon
  7. Select an already-configured Box account or add a new Box account:
    Box account
  8. If you click “Add Box,” you will be forwarded to authorize cloudHQ to access your account:
    authorize cloudHQ
  9. Select what you’d like tto sync for Box, then click “Next”:
    Box folder
  10. Select the Box folder you want to sync with Salesforce or click “Create folder” for a new one:
    Box folder
  11. Choose your options. Synchronization will start automatically:
    Start sync
  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.