Content Aviator for Agentforce | AI-Powered Content Management & Insights.
Finds and summarizes documents, generates context-aware responses, and creates or updates Salesforce records in Agentforce.
OpenText CorporationFreemium
Box: Intelligent Content Management, Document Collaboration, Workflows & E-Sign
by BoxSalesforcePaid
Manages content, documents, workflows, and e-signatures within Agentforce and connected applications.
PRICINGPaid
DEPLOYMENTCloud
CATEGORYDocuments and content
UPDATED ON MARKETPLACE
What it does
Box for Salesforce connects unstructured content from enterprise applications with Salesforce, Agentforce, and Slack. It supports file sharing, e-signature processes, document creation from Salesforce data, and links between Box content and Salesforce records. Box AI extracts metadata from documents and creates summaries from notes or reports. The listing also describes synchronized permissions, data classifications, threat detection policies, retention, and records management.
Key capabilities
from the Salesforce AppExchange listingFile collaboration
Allows content and files to be shared and managed with internal and external participants through Slack and Salesforce.
E-signature workflows
Fills templates with Salesforce data and supports sending, tracking, and managing documents for signature.
Document generation
Creates custom documents dynamically from information stored in Salesforce objects.
Record-linked folders
Connects Box content with individual or multiple Salesforce records, including custom objects.
Document metadata extraction
Uses Box AI to extract metadata from unstructured documents such as purchase orders and forms.
Permission synchronization
Synchronizes Box and Salesforce permissions and applies data classifications and threat detection policies.
Use cases
- Sales and service teams can create quotes and contracts from Salesforce or Box data and send them for e-signature.
- Sales representatives can produce executive summaries from account notes or reports before meetings.
- Service teams can summarize documents and locate answers while handling cases.
Who it's for
Sales teams, service teams, sales representatives, customers, partners, and account-planning teams.
How it compares
Content Aviator for Agentforce centers on document discovery and summarization, context-aware response generation, and Salesforce record creation or updates. CloudFiles Agentforce supports document creation, file classification, information extraction, OCR, and management of files stored in services such as SharePoint, AWS S3, and Google Drive. Box also lists e-signature, document generation from Salesforce objects, links between Box content and Salesforce records, and synchronization of Box and Salesforce permissions.
| Name | Pricing | Deployment | Updated |
|---|---|---|---|
| this plugin | Paid | Cloud | |
| CloudFiles Agentforce | AI enabled Document Workflows | Paid | Cloud |
In the catalog
42 plugins in Agentforce · Documents and content
Price distribution: 12 free, 7 freemium, 23 paid
Pricing & deployment
Platform
Salesforce
Product
Agentforce
Deployment
Cloud
Pricing
Paid
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What the vendor says
«Box for Salesforce brings all the unstructured data found across your enterprise apps and systems directly into Salesforce, Agentforce, Slack, and more. • Content + AI: Work faster and achieve better outcomes by using Box for Agentforce to kick off your intelligent work • Collaborate: Share and manage Box Hubs and …»