Box Integration with Salesforce for Law School
About Client
The client is associated with one of the best Christian law schools where they prepare students to dedicate their lives for justice, serve the church, pursue the truth throughout the globe. Their community is shaped by the commitment to the Gospel – the life, death, and rebirth of Jesus. The students can receive hands-on learning experience through worship services and helps to clear one of the difficult California Bar Examination.
Client's Business Goals
The client already had Box integration with Salesforce which provided standard functionality, but it didn’t resolve the client’s problem.
Challenges
If the salesforce admin needs to hyperlink a Box doc to their chatter file or personal library, they have to click the hyperlink to access it.
Difficult to upload files which is more than 4 MB as the Salesforce heap size is 6 MB and support to upload file is from 4MB-5MB at a time.
The customized box component doesn’t provide SSO features. It is difficult for the user if he needs to enter credentials once and later authenticate the box automatically.
Box maintains folder structure user-wise. But, the client’s requirement is to maintain the folder structure with the object relationship.
Box only provides a view for upload images similar to the gallery, but if the client wants to generate PDF from the selected pictures, there is no option available.
Our Solution
After understanding the challenges and requirements, we found that the box cloud storage lacked major functionality. So, we customized some of the functionalities to use Box with Salesforce.
Salesforce folders were mapped into 3 sections: accounts, their child object, and personal library (including chatter files, Profile Picture). Files uploaded on the salesforce get synced with the box in one of the 3 folders.
Box account is synced to the appropriate account, opportunity, and personal library in Salesforce. It allows users to search and download the document on their devices on the go.
Visualforce component is created, which uses BOX SDK and provides SSO with the customized Visualforce component.
Enables to upload bulk files from Visualforce page
Added customized component which allowed to upload any type of document/file
Customize file naming convention based on selected type of document
Created one more component which is placed in every related object which provides the view of the folder hierarchy.
Created a page that displays all the accounts on that page. Users can select any number of accounts to generate a PDF which will display the account’s profile picture directly from BOX.
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Technologies & Tools
Our Process
Research/Analysis
Our detailed and accurate research , analysis, and refinement leads to a comprehensive study that describes the requirements, functions, and roles in a transparent manner.
Design
We have a team of creative design experts who are apt at producing sleek designs of the system components with modernized layouts.
Coding
Our programmers are well versed with latest programming languages, tools, and techniques to effectively interpret the analysis and design into code.
Testing
Quality is at the helm of our projects. We leave no stone unturned in ensuring superior excellence and assurance in all our solutions and services.
Launch
We have well-defined, robust, and secure launch criteria that offers us a successful implementation clubbed with detailed testing, customer acceptance and satisfaction.
Business Benefits
Salesforce users will use Box in conjunction with Salesforce with additional functionality and feature
Users can post files to BOX, or simply attach them to a Salesforce record
User can generate multi-pages PDF with more than one profile pictures of multiple accounts
The solution is provided to upload large size files
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