Are You Struggling Managing Your Documents In Salesforce?


Managing documents with Salesforce can be daunting. The options are practically endless, both in and out of Salesforce: Salesforce Attachments, Files, Documents, Content, Shared Network Folders, Desktop Folders, Email Attachments, and more.

Sometimes the documents need to be accessible to team members who are not Salesforce users, which can make the options even more challenging.

Wouldn't it be great to have the flexibility to manage both internal and external documents in one place, and have them instantly accessible from within Salesforce?

I'm personally a huge fan (and longtime customer) of Box. The Box integration with Salesforce is pretty slick and introduces amazing efficiencies to organizations.

When I was practicing law, I relied on the Box + Salesforce integration to provide me with access to every document from every client and every prospect, from my iPad, from the courtroom.

While other attorneys rolled around large briefcases of paper, I simply accessed Box from within Salesforce to get the documents I needed.

Join the Northern NJ User Group during our next meetup, on August 17th, 2016 from 6pm - 9pm in Paramus, NJ - where you can learn how the Box + Salesforce integration can work for you.


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About the author: David Giller

David Giller a Salesforce Trainer, Consultant, Blogger & Author. Although he started his professional career as an attorney, he entered the world of enterprise-scale IT management at NBCUniversal, and continued at GE Capital, where he was first introduced to Salesforce & became known as "The Salesforce Guru." David is now CEO of Brainiate. You can read more about David's bizarre career path here.

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