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James Madison
file upload with box integration
Hello,
I'm new (like beginner) to Salesforce and we are trying to integrate BOX, I need to create and object which must have a file upload field and save that into BOX, please someone help me the procedure? I googled but no use (since I'm a new I have no clue where to find)
Appreciate your help..
I'm new (like beginner) to Salesforce and we are trying to integrate BOX, I need to create and object which must have a file upload field and save that into BOX, please someone help me the procedure? I googled but no use (since I'm a new I have no clue where to find)
Appreciate your help..
There's an App in AppExchange. Which may help you.
Please find the links below.
https://appexchange.salesforce.com/listingDetail?listingId=a0N30000001qNeKEAU
https://community.box.com/t5/Integrations/Box-For-Salesforce-User-Guide/ta-p/180
https://community.box.com/t5/Integrations/Box-For-Salesforce-Developer-Toolkit/ta-p/689
Letme know if it helps you,
Best Regards,
Onesh.K
I tried box integration with the app and successfully upload files but we need to have functionality to upload files from Notes & Attachments to box.
By the way I'm newely learning salesforce (I haven't started Apex and Visualforce), do we need Apex and Visualforce knowledge for this functionality?
Thanks again Onesh..
You may have to use a simple Apex code.
I can help you with that !!
Could you provide details if possible with examples?
And also I have qyestion, is box asks to login for first time when the user logins to salesforce?
Here is the thing I did,
1) I downloaded box app from appexchange and did setup (with two box accounts, one is service and another one is admin)
2) created a Account, and I see box upload in the bottom of account page and uploaded file
3) created a user (for another seperated salesforce account) but when created an account with this user account its asking box login, can we skip this?
Once again thank you verymuch Onesh...
Its just a security protection that every user in your salesforce org cannot login into or Save data into Box unless they have Credentials.
Hope this answers your Question.
The below procedure uploads the file from Salesforce to Box, when a file is attached in Salesforce.
1) Create a folder in your Box Account and copy the FolderId.(The folder where you would like to upload files from Salesforce)
2) Goto your Salesforce Developer Console a Click on FIle-- New--Trigger, give the name and Select Attachment as Object.
3) Empty the Default content in Trigger.
4) Copy and Paste the below code in your Trigger.
5) Save the Trigger.. CTRL+S
6) Next goto an Account and Upload a file from attachment.
7) It should be visible in the Box folder.
Bingoo
Let me know if it helps you.
Best Regards,
Onesh.K
I tried with all your test but I can't find the uploaded file in my box (new folder I creaded).
AFTER created trigger do we have to add this trigger to any specific Object (in our case Account)? I guess Notes and Attachments are all common, what ever the object we use to attachment are all goes to box, is that correct?
Here are the steps how I attached file.
1) Click Account -> New --> save
2) Open that account --> click on Attach File under Notes & Attachments and uploaded
3) checked the folded in box, but no file loaded
here is the code for trigger i Used
Note: I don't even see "'Hello box '" debug on logs
Please advice.
Quick question, before making Apex/trigger classes we must have to install BOX from AppExchange, is it right?
Am I missing anything? 14:09:57:025 USER_DEBUG [5]|DEBUG|Toolkit:[AUTH_WRAPPER_PREPARE_FAIL_MESSAGE=Unable to use default credentials to make a callout to box (maybe this is in a trigger or constructor): , authWrapper=BoxAuthWrapper:[adminSettings=box__BoxUser_Settings__c:{}, client_id=0lep3h31wef8um4p6ncc47e5n0awpssv, client_secret=D4XxxP83Ukh2pj6sUyGU2sgsPjMaTONm, redirect_uri=null, resultMessage=, userSettings=box__BoxUser_Settings__c:{}], didAuthChange=false, existingFolderId=null, mostRecentError=, newFolderMetas=(), newFrups=(), newRootFolders=()]
The Trigger failed to Callout the method to Box, So i have replaced the code in a Helperclass and its working.
Trigger :
Create an ApexClass and copy the below code :
Let me know if it helps you.
Best Regards,
Onesh.K
After we uploaded the file, is that give the link from box to download again?
I guess our solution is not upto expection because we are still storing files in Salesforce File Storage, do we have any solution which we can avoid storing in SF and store directly to BOX and give view link? either creating VF page for upload ....
box.Toolkit is an inalid type, developer consol is giving error.