Give your Salesforce agents the context they've been missing

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Your customer data lives in Salesforce. The contracts, proposals, and onboarding documents that give that data meaning live in Box. Until your agents can reach both, your team keeps doing document work by hand.

Box product marketing manager Rutuja Rajwade and product manager Daria Aleksandrova walk through the Box + Agentforce integration live, with a demo and time for your questions.

Topics we’ll cover:

Point Agentforce at real Box documents inside the permission structure you already have in Box
Turn contracts and proposals into structured data your downstream workflows can use
Generate documents from Salesforce data and send them for signature with Box Sign in the same flow
Automate multi-step document processes without moving content out of Box

Speakers

Rutuja Rajwade

Senior Product Marketing Manager, AI Platform, Box
Daria Aleksandrova

Product Manager, Box