The Push File to Box Flow action lets Salesforce admins automatically send files stored in Salesforce (asDocumentation Index
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ContentVersion records) to a designated folder
in Box. You can use it to automate file management workflows between
Salesforce and Box.
Overview
With the Box for Salesforce integration, you can use Flow Builder to automate file transfers from Salesforce to Box. The Push File to Box action is an invocable Flow action that:- Uploads files from Salesforce to Box.
- Associates files with a specific Box folder.
- Supports automation through record-triggered or screen flows.
- Uploading attachments from Salesforce records into Box automatically.
- Automating document storage for compliance or collaboration.
- Syncing files as part of business workflows.
Prerequisites
Before you use this action, make sure that:- Box for Salesforce is installed and configured.
- A Box service account is connected.
- Users are authenticated with Box.
- A Box root folder and folder mapping are configured.
- The connected app is configured as described in the Box Sign Sync in Salesforce setup guide.
How it works
The Push File to Box action takes a Salesforce file and uploads it to Box. Internally:- Salesforce stores files as
ContentVersionrecords. - The Flow action retrieves the file data.
- The file is uploaded to a specified Box folder.
- The file becomes available in Box for collaboration and storage.
Create a flow using Push File to Box
Create or open the flow
- In Salesforce, navigate to Setup → Flows.
- Click New Flow.
- Choose a flow type:
- Record-Triggered Flow (recommended for automation).
- Screen Flow (for user-driven uploads).
Add the Push File to Box action
- In Flow Builder, click + Add Element.
- Select Action.
- Search for Push File to Box and select the action.
Configure input parameters
Provide the required inputs:
| Parameter | Required | Description |
|---|---|---|
Content Version ID | Yes | The ID of the Salesforce file (ContentVersion) you want to upload. |
Box Folder ID | Yes | The numeric ID of the destination folder in Box (for example, 987654321). |
File Name | No | Override the default file name if needed. |
Example use case
A common implementation looks like this:- A user uploads a file to a Salesforce record.
- A record-triggered flow runs.
- The flow retrieves the file’s
ContentVersionId. - The Push File to Box action uploads the file to the corresponding Box folder.
FAQs
Is there a file size limit for uploads?
Is there a file size limit for uploads?
Yes. Files larger than 25 MB are not supported and will fail to upload.
What happens if the Box OAuth token is invalid or expired?
What happens if the Box OAuth token is invalid or expired?
If the admin OAuth token is missing or expired, the action returns
nothing. Make sure the Box connection is active and validate results
using
isSuccess and errorMessage after the action with a Decision
element.In what format should the Box Folder ID be?
In what format should the Box Folder ID be?
Use the numeric Box folder ID (for example,
987654321). Using a
Salesforce record ID or a folder name causes the action to fail.Why do I get permission-related errors when uploading files?
Why do I get permission-related errors when uploading files?
