Installing and Enabling the Email to Box Extension

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**Note: This content is intended for system administrators and is technical in nature**

The Email to Box extension will automatically separate an email attachment from an email and place it in a Box folder. An interaction will also be created in Practifi with a link to the attachment stored in Box. You will need Practifi System Administrator permissions to install and enable the  Box extension.

  1. Firstly, you will have to install the Box Integration in Salesforce. See details in the below link for installing and enabling Box Integration: https://success.practifi.com/hc/en-us/articles/227911368-Installing-and-Enabling-the-Box-Integration

  2. Next, you will need to install an Email to Salesforce extension, for example, Riva,          Lightning for Outlook or Lightning for Gmail. 

  3. Then, install the “Practifi for Box” managed package.
  4. To enable the integration in Practifi:
    • Go to Salesforce setup in the Settings menu (top right menu).
    • In the left hand menu in the Salesforce interface, navigate to Develop then click Custom Settings.
    • Select “Practifi for Box Settings” then click Manage, then click New.
    • Enter “Folder Name” and choose the option for “Delete Files When Successful”.
  5. Enable ‘Enhanced Email’ in Salesforce setup.
    • Go to Salesforce setup in the Settings menu (top right menu).
    • In the left hand menu in the Salesforce interface, navigate to Customize then, Email then, Enhanced Email, then click Enabled.
  6. Create a schedule job to set how often the integration should run. There are a number of methods to create a schedule. A trigger to enable 'Email Message' must also be set. Contact Practifi Support for assistance.

Limitation:

If the attached file is larger than 3MB (approximate size), it would not attach the interaction. However, it will remain as an attachment linked to Email Message record.

 

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