AdvologixPM

Box.Net / Box.Com Integration - Functionality

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Box.net was designed to be placed within Salesforce platform records to allow a 'Window' into the Box.net folders with Upload functionality.  

"Box for Salesforce – with unlimited cloud storage – lets you share, edit * and add content all within Salesforce."

There is ability to go straight to Box.net via two places - which (once you have logged into box initially) prevents you from having to open another window or tab and re-login there - while working within the Advologix application/Salesforce platform (provided you keep your cache clean in your internet browser).  

  • The 'Go to Box.net' link; under Menu in the corner of the box.net widget on the matter page; and modify documents there.
  • The Box.net tab; within the Advologix application/Salesforce platform; and modify documents there.

"The 'Upload Widget' enables users to embed a small Box interface onto any website, blog or social networking services that supports HTML embed code (this feature is not available for non-paying Personal accounts). Using this widget you can easily allow anyone who visits to upload files onto a pre-selected folder within your account. 

This feature is useful when your business needs require customers or associates to submit any type of file without requiring them to log in or to create an account.

* Editing ability is only true from the Box.net tab - not from within the widget on matter page (save for navigating from the widget to the BoxNet page under the Menu heading).

Next Article Viewing Box.Net/Box.Com from within Advologix