eurorest.blogg.se - Box shared folder sync

#Box shared folder sync update
#Box shared folder sync mac
#Box shared folder sync windows

Right-click it and select Always keep on this device. To make a file always available, even when you're offline: If you have a Box folder marked to Sync to your desktop but would no longer want it to be Synced, there are a number of ways to remove that folder. You can open a locally available file at anytime even without Internet access. When you open an online-only file, it downloads to your device and becomes locally available. These files are only available when you're connected to the Internet, but don't take up space on your computer. Save space on your device by making files online-only. You can copy or move files from your computer to SharePoint right from your file system. Work with files in Files On-DemandĪfter Files On-Demand is turned on, you’ll see new status icons next to each of your SharePoint files.

#Box shared folder sync windows

To check the status of your files, add an account, or manage other sync settings, select the OneDrive cloud icon in the Windows notification area.įor more details, see Save disk space with OneDrive Files On-Demand for Mac.

#Box shared folder sync mac

Once synced, your SharePoint files appear in Mac Finder under the name of your organization.Įach SharePoint library that you've sync'd with appears in a separate subfolder in Finder.Ĭopy or move files from your computer to SharePoint right from your file system. Sign in to OneDrive to start syncing your files and finish OneDrive setup.

Need some assistance with salesforce and box.com? Looking to do something custom? Fill out the form below.Note: If your browser asks for permission to use OneDrive, confirm that it's OK. Each Salesforce record, regardless of object, should have one and only one corresponding folder. To select specific sites, click to expand the list and select the relevant site. Select next to Favorite Sites to sync all your favorite sites.

Folder structure in Box.com is important and should be consistent. You can navigate through the folder hierarchy and click the check box to select individual folders, or select Shared Files to sync everything.

The integration user (should be a different user than any user anyone uses) should own this folder.

A root folder in Box.com should be created to house all folders related to Salesforce records.

The Salesforce user that is used to setup the Box.com integration needs to have the standard System Administrator profile.

Also, no Salesforce user can be connected to the user used for the integration.

Each Salesforce user needs a corresponding Box.com user no two Salesforce user should be connected to the same Box.com user.

Use Apex Class “BoxBatchScheduler”, a component of the managed package.

#Box shared folder sync update

To schedule, select Schedule Updates and complete the fields required to set the update time table. To remove collaborators who gained access to record folder content through the integration but no longer have access to a given record, and the admin user can use the ‘Sync Now’ button or schedule a regular cleanup. Salesforce users will be added as a collaborator to the corresponding Box.com folder when they view a record in Salesforce, either by auto-collaboration (if enabled) or by the user manually requesting to be added as a collaborator.

Important: updating collaborators in Box.com will remove the control of adding / removing permissions from Salesforce. The Box.com collaboration setting will further be defined by the permissions a user has to a record: if the user can only view the record (read only), then the user will only have read-only permissions in Box.com the corresponding folder and its contents.

First, you must set the object in question to Private and use Sharing Rules to open up permissions.

We wrote a blog article for relating a Salesforce record with an existing Box.com folder. NOTE: It is easiest to implement this when first using Box.com (prior to creation of any Box.com folders that are to be related to Salesforce records), but this can also be done if your team is already using Box.com and has folders created. The important piece is that there is one folder per record. While this client specifically has folders respective to account records, you can also do this with leads and opportunities. This is entirely possible out-of- the-box with the Box.com Salesforce integration. If a user can edit and / or view a record in Salesforce, he or she should be allowed to edit and / or view the corresponding folder and its contents in Box.com if the user is restricted from the record in Salesforce, restrict them from the folder and its content in Box.com. Recently, we had a client who was looking to sync user permissions for records in Salesforce with the respective Box.com folder in other words: match the permissions for a Salesforce record with the record’s corresponding related files in Box.com.