Description:
cloudHQ is the all-in solution for your organization. cloudHQ offers superior, easy-to-use document and file management cloud service ensuring that the data in Salesforce and Box are in-sync and can easily be shared. Here are short instructions on how to setup your cloudHQ to sync SalesForce with Box: ● Go to cloudHQ.net ● Click on Start Free Trial Now ● The sync wizard will appear ● Click and drag the SalesForce icon to the empty box on the left ● You’ll be prompted to add and login to your Salesforce account. Click on “Add Salesforce” to add your Salesforce account. ● From here, click on “Allow” to authorize cloudHQ access to your Salesforce account before being redirected back to cloudHQ sync wizard ● Choose the Salesforce folder you want to sync and click on “Select” ● In the next step, click and drag on Box icon into the empty box on the right. ● Add a new Box account by clicking on “Add Box”. Log in to your Box account and you will be forwarded to allow cloudHQ access to the account. ● Select a folder you want to sync with or click on “Create folder” to create a new folder. For now, let us create a new folder. Name it something like “Salesforce sync” then continue with the sync wizard by selecting your newly created folder and pressing “Select” ● And finally, complete the sync wizard by clicking on “Synchronize Continuously” cloudHQ will continuously and automatically copy your documents and files between Box and Salesforce. No need for any other costly backup or licences; you don’t have to be logged in for the process to happen -- everything is done automatically in the cloud. cloudHQ -- sync your cloud
