To use Box as an external data source, first create an authentication provider for it in Salesforce.
Required Editions
| Available in: Salesforce Classic |
| Available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions |
| User Permissions Needed | |
|---|---|
| To create authentication providers: |
Customize Application AND Manage Auth. Providers |
For detailed visuals, tips, and troubleshooting, see the Files Connect Setup Guide and User Guide.
- In Setup, enter Auth. Providers in the Quick Find box, then select Auth. Providers.
- Click New.
-
For Provider Type, select OpenID Connect,
and then set the following options:
- Name — Enter the name you want to appear in Salesforce.
- URL Suffix — Enter a suffix you want to appear at the end of the URL path. By default, the suffix reflects the Name entry.
- Consumer Key — Enter any placeholder value. You fill this in after you create the Box application in Step 5.
- Consumer Secret — Enter any placeholder value. You fill this in after you create the Box application in Step 5.
- Authorize Endpoint URL — Enter https://account.box.com/api/oauth2/authorize
- Token Endpoint URL — Enter https://api.box.com/oauth2/token
- User Info Endpoint URL — Leave empty.
- Default Scopes — Leave empty.
- Click Save. Then, at the bottom of the Auth. Provider detail page, copy the Callback URL entry to a text file. (Use this when creating the Box application.)
-
After you create the Box application, edit the Salesforce Auth. Provider and replace
the following values with those from the Box app.
- Consumer.Key: the Box client_id.
- Consumer.Secret: the Box client_secret.
-
Click Save.
Your Box authentication provider is now ready to use. Next, you can create a Box application.
- Using the credentials of your Box admin account, log in to https://app.box.com/developers/services.
- Click Create a Box Application.
- Enter a project name, select Box content, and click Create Application.
- Click Configure your application.
- In the redirect_uri field, paste the Salesforce callback URL specified in the OAuth2 specification.
- Copy the client_id and client_secret values to a text file. Enter these values at step 6 of Create an Authentication Provider in Salesforce.