Salesforce and Box.com Integration for Billboard Advertising Company - Solunus

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Salesforce and Box.com Integration for Billboard
Advertising Company
Case Studies
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About This Project
The client is an industry expert who installs
thousands of billboard throughout the Midwest
specializing in interstate and primary highway
locations, and sought-after boards offer high
traffic counts and excellent visibility. The
client has been offering their services, since
1993 and sustained the market with their
incredible advertising model to their customers.
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The Challenge
The client approached Solunus to help transform
the way they use Salesforce CRM by integrating it
with an external system Box.com a cloud-based
file storage system where they planned to store
all documents related to their business. The
client wanted Boxs folders, sub-folders, and
collaborators to replicate Salesforce CRM objects
and profiles.
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Solunus Solution

• Solunus team of Architect Integration
  Specialists with deep expertise in Box API
  integration implemented a custom solution that
  helped the clients vision become reality.
• Our implementation included
• Automated the folder creation in Box.com through
  the custom code leveraging Box Rest
• API.
• Upon the creation of an Account record, an
  Account folder is created on Box using
• Account Name as the folder name under an
  Account root folder.
• Upon the creation of an Opportunity record, an
  Opportunity root folder is created on Box
• with a subfolder with Opportunity Name as
  the folder name and many sub-folders
• nested inside the particular Opportunitys
  folder. And the same folder creation
• automation repeat whenever there is a new
  opportunity created in Salesforce.
• 3. Whenever the Account or Opportunity record
  name is changed, the folder name on Box
• is changed/renamed as well.

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• 4. Nested folders Artwork, Contracts, Fact
  Sheets, Invoices, Proof of Performance
• Photos, and Proposals will be created
  automatically under each opportunity folder
• upon the creation of an Opportunity in
  Salesforce.
• The folders visibility and collaboration is
  assigned the record owner through BOX API
  method when the folder was created.
• Sales Reps can upload the document using Box
  Widget within Salesforce and Sales Ops
• on the field can take pictures and upload
  them into Box folder via Box Capture.
• 7. Since the client has never used Box before,
  this project required the creation of more
• than 15,000 folders for Accounts and
  Opportunities in order to migrate all the
  existing
• files into them.

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Business Impact

• With our implementation, the client was able to
  achieve the following results.
• Salesforce integration with Box.com removed
  the pain point of switching between two
• systems in order to create folders
  upload the files since folders and files are
  visible and
• accessible through box widget of the
  account and opportunity records in Salesforce
  CRM.
• Since content collaboration is the heart and
  soul of the clients business, our
• implementation has simplified and
  automated their business processes. As a result,
  the
• implementation has changed and improved
  the way their Sales Team and Sales Ops Team
• work entirely.
• 3. The automation helped the client to be
  able to keep all of their folders and files on
  Box
• organized maintaining the naming
  convention and avoid duplication of folders.

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