When an account object is registered in Salesforce, issue a contract and store it in Box.

■Overview

The flow "When an account object is registered in Salesforce, a contract is issued and stored in Box" is a business workflow that streamlines contract management in sales activities.
When a new account is registered in Salesforce, a contract is automatically created and securely stored in Box.
This eliminates the need for manual contract creation and file management, reducing the risk of input errors and file loss.
Additionally, by utilizing AI and OCR functions, contract content verification and data extraction can be performed smoothly.
By implementing this workflow, the sales team can expedite the contract process, supporting business growth.

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■Recommended for

• Sales representatives who manage accounts using Salesforce and find contract creation time-consuming
• Sales team leaders looking to streamline contract management
• Business managers who handle many accounts and find manual contract creation and file management cumbersome
• IT personnel in companies looking to automate operations and reduce errors by utilizing AI and OCR technology
• Executives who want to centralize contract storage and sharing by integrating Salesforce and Box
• Project managers aiming to standardize the contract process and ensure smooth operations when launching new projects

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■Benefits of using this template

By utilizing this flow, contracts are automatically created and stored in Box simultaneously with account registration in Salesforce, significantly reducing manual work time.
Automation also prevents human errors during contract creation, enabling accurate data management.
Furthermore, since contracts are neatly stored in Box, they can be accessed quickly when needed, facilitating smooth information sharing.