Salesforce integration with Box.com, docuSign & QuickBooks made easy
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The document discusses integrating Salesforce with Box.com, DocuSign, and QuickBooks. It provides code samples for implementing Box.com with custom Salesforce objects using Visualforce. It also outlines the advantages of Salesforce integrations with these platforms and considers key challenges of the QuickBooks integration. Contact information is provided to ask questions or obtain a free Salesforce consultation.
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Salesforce integration with Box.com, docuSign & QuickBooks made easy
- 1. Salesforce Integration with Box.com, DocuSign & QuickBooks made easy
- 2. Key Take Away from the webinar
- 4. Case Story Box.com and DocuSign Implementation
- 5. Box.com for Custom Objects Implementation Visual Force Page Code for Custom Objects. <apex:page standardController=“CustomObject__c" extensions="box.DisplayWidget" showheader="false" sidebar="false" action="{!GetLoginToken}"> <apex:stylesheet value="{!URLFOR($Resource.box__BoxEmbed, 'BoxEmbed/style.css')}"> <apex:iframe src="/apex/box__BOXSection?id={!CustomObject__c.Id¶m=VF Page Name " rendered="{!DisplayBoxSection}”> </apex:iframe> <apex:iframe src="{!folderShareLink}" rendered="{!DisplayBoxWidget}" width="100%" height="100%" frameborder="0" scrolling="NO" > </apex:iframe> </apex:page>
- 6. Salesforce and Box Integration Advantages
- 7. Salesforce Integration with DocuSign
- 8. Salesforce Integration with DocuSign
- 9. Salesforce Integration with QuickBooks
- 10. Key Challenges of Salesforce Integration with QuickBooks
- 12. Quick Check List for seamless Integration
- 13. To sign up free box and DocuSign and Salesforce Salesforce https://developer.salesforce.com/signup Box https://app.box.com/signup/personal DocuSign https://www.docusign.com/signup/free
- 14. Q & A ? For further queries you can contact Srinivas at <srinivas.c@saxonglobal.com>
- 16. For free Salesforce consultation contact us at info@saxonglobal.com
Editor's Notes
- Store, access and share files internally or externally, such as product information, marketing assets and sales presentations Keep teams in sync with what content has been shared, previewed or downloaded by your collaborators Enable content to be accessed, approved and updated from any mobile device, increasing business velocity so you can close deals faster Enable the same content to be accessed in other enterprise applications like NetSuite, Zendesk and Eloqua using Box as the content and collaboration platform for your organization
- 1) Save time and money:Prepare and manage documents to transact business from computers or mobile devices anytime, anywhere. The result: no time or money wasted on slow, error-prone, paper-based processes and no money spent on shipping and supplies. By removing the high price of printing, faxing, and overnighting, many companies see a significant per-document savings. 2) Grow your business: DocuSign can accelerate your sales cycle to help you win more deals. With DocuSign you can go from start to signature in hours and days instead of weeks and months so your sales reps spend more time selling and less time chasing paperwork. Plus, you have full visibility into who has and hasn’t signed at all times. Whether you do business in person, over the phone or online, DocuSign can help grow your business. 3) Impress your customers: With DocuSign, it’s easier for your customers to do business with you. Signing and completing documents using DocuSign is a faster, more convenient way to interact with you. Plus you can reach your customers no matter where they’re located or what device they use. Thanks to millions of dollars in ongoing investments, DocuSign provides a safe, secure and always-on experience for your customers. 4) Conduct business anywhere, anytime: As the world adapts to an increasingly mobile workplace, DocuSign’s award-winning mobile apps give you an ideal way to keep up. Prepare documents, sign and get business done anytime, anywhere, from your iPad, iPhone, Windows 8 or Android device. Access previously prepared templates, automatically tag and set up workflows, and send push notifications to those who need to sign. 5) Maintain control and visibility: With DocuSign, you gain control and visibility over every aspect of transactions—who sees which document, when they see it, and who can sign. When a document is out for signature, you’ll have complete, real-time visibility into its status. You’ll know who has signed, who has declined, and who’s next in turn to sign. You can also make changes and corrections to a document at any point until the transaction is completed. 6) Simplify set up and integration: Our industry leading cloud service means you can be productive from day one, without requiring support from IT. Out of the box Connectors even let you integrate DocuSign with your CRM system and many leading cloud services like Salesforce, Netsuite and more. Documents can pull data, like contact names, titles, and PO numbers, directly from your systems. Completed documents are then returned and data is automatically updated in your records. 7) Automate repetitive tasks: Set up reusable templates so everyone in your company will access the most up-to-date documents and transaction procedures. Central document storage and reporting make it easy to keep tabs on everything going on. Streamline common tasks such as approving invoices and purchase orders, hiring employees and contractors, and more