Salesforce Box Integration
Streamline permit end to end process from intake to issuance.
Business Challenge
Colorado Division of Public Safety (CDPS) is working to improve the recording, visibility, and usability of the permit application, and to drive efficiency in the process. CDPS is enhancing the custom Salesforce permit application to support some automation around Permit applications and collaboration with the permit record creator in their DFPC division. All the documents generated and uploaded during the permit process are being stored in Box. The goal is to provide a simplified and consistent integration of the Box content with the Salesforce records and ensuring the content is organized in Box that is easy to find.
Customer Outcome
- Users can access documents stored in Box folders through Salesforce.
- Automation around the process of creating Box folders for each permit as well as collaborating with the applicants.
- Metadata instances applied to the documents when they are uploaded to a Box folder.
- Customized email notifications for internal users.
- Permissions assigned to Box folders according to user groups.
Our Approach
- Iterative design with CDPS to ensure that we provide a product that meets their needs.
- Apex triggers start the process of creating and updating folders in Box for automated consistency between Salesforce and Box.
- Batch Apex used to enable multithreaded processes where a large number of folders were being created or updated to ensure fast loading times.
- Adaptive code design allows for Box folders to be optional on new Salesforce records, and the folders can be generated at any time.
