Our new connector enhances Amp Impact by automating the creation and management of Box folders directly from Salesforce.
Automatic Folder Creation: New records in Salesforce (Accounts, Contacts, and Amp Project/Proposals, Grants) automatically trigger the creation of corresponding Box folders, complete with pre-defined sub-folder structures for Amp Impact Project records.
Seamless Collaboration: Record creators are instantly added as collaborators to Box folders with editor permissions, ensuring smooth teamwork.
Effortless Renaming & Archiving: Folder names in Box automatically update when records are renamed in Salesforce, and deleted records trigger the archiving of their associated Box folders, maintaining a clean and organized digital workspace.
This connector simplifies document management and improves efficiency for all users by pairing the Box developer toolkit with native Salesforce functions to automate key pain points.