How to Upload/Transfer multiple Files / Attachments from Box.com to Salesforce?

Upload multiple Files from Box.com to Salesforce

Few Simple Steps to upload/transfer files from Box.Com to Salesforce:

As Files or Attachments of Box.com can be linked to particular record in Salesforce, so we need to add the FileZIPO component on the Detail page of the record as the first step and then transfer files from Box.com to Salesforce.

Note: You can skip step 1-6 if the FileZIPO component is already added on your record detail page.

Scenario: I need to transfer or upload some files from my Box.com to my Account record.

Step 1. Go to App Launcher like below image.

Go to App Launcher

Step 2. Search any Standard or Custom object and click on the searched object.(Account object in this example)

Search any Standard or Custom object

Step 3. Go to object record page by click on any record .

Go to object record page

Step 4. Go To Gear Icon on the top right corner and click on “Edit Page”.

Go To Gear Icon

Step 5. Once “Edit Page” is clicked, it will open the App Builder page.

open the App Builder page

Above image has some features (each number has its description as below):

  1. Click on Tab section.
  2. Click on “Add Tab” button.
  3. Choose Tab label as “Custom” and enter name in “Custom label” as “File ZIPO”.
  4. Click on “Done” Button to add tab.

Step 6. After adding tab, select the below component & drag the component to the newly added tab like below image.

Name of Component: FileZIPO_ManageExternalFiles

FileZIPO_ManageExternalFiles

Click on Save and then Activate Button to add tab on detail page

Step 7. Click on “Click Here to Add Files” button.
Click Here to Add Files

Step 8. Once “Click Here to Add Files” button is clicked, it will display the popup as shown in below image.

Click Here to Add Files in box

Above image has some features (each number has its description as below):

  1. Choose the option as “Upload From Box.Com”.
  2. Select Box.Com Account from the DropDown.
  3. Choose File or Attachment (as an option) to upload in Salesforce.
  4. Click “Select Existing File” button to select existing Files/Attachments from Box.com account.

Once “Select Existing File” button is clicked, it will open a popup screen like below image.

Select Existing File box

Above image has some features (each number has its description as below):

  1. Select the existing folder..
  2. User can easily “Drag & Drop” files to “Selected Files” section, like below image.

 Select the existing folder.

Step 9. Once the files from Box.com is selected, Click on “Continue” button from above image and screen looks like below image. The Selected files (from Box.com) are shown below:

Once the files from Box.com is selected

Click on “Save Files” Button and you are done. Go to record’s related tab and check the uploaded files in the Notes & Attachments or Files related list.

check the uploaded files in the Notes

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Have you started using FileZIPO yet? Get this revolutionary application and make your Salesforce file storage effortless and pocket-friendly. Click here to install the latest version of FileZIPO application in your Salesforce instance & explore its complete benefits for you.

For any queries or suggestions, you can contact us at https://filezipo.io/#contact or mail us: support@tech9logy.com. Our File ZIPO Expert will help you get the best out of it.

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