When a file is uploaded to Box, use OCR to extract its content and create a record in Salesforce

■Overview

Do you spend too much time manually transferring the contents of invoices and application forms uploaded to Box into Salesforce? These repetitive data-entry tasks are not only time-consuming but can also lead to input errors. With this workflow, you can seamlessly connect Box and Salesforce, automatically read file contents using OCR when a file is uploaded, and create a record in Salesforce. This streamlines data entry and gives you more time to focus on higher-priority work.

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■Recommended for

• Sales and sales support teams that use Box and Salesforce and feel burdened by daily data-entry tasks
• Anyone who wants to eliminate input errors when transferring the contents of contracts and other documents stored in Box to Salesforce
• Anyone who wants to automate the entire process—from document management to customer information registration—by connecting Salesforce and Box

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■Benefits of using this template

• Automatically create Salesforce records when files are uploaded to Box, reducing the time spent manually transferring data
• Use OCR to automatically read and register data, preventing human errors such as manual input mistakes and missed registrations while maintaining data accuracy

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■Flowbot steps

1. First, connect Box and Salesforce to Yoom
2. Next, select Box as the trigger and set the action to “When a file is uploaded to a folder”
3. Next, set the Box “Download a file” action as an operation to retrieve the file specified in the trigger
4. Next, select the OCR feature as an operation and use the “Read text from an image or PDF” action to extract text data from the file
5. Finally, set the Salesforce “Create a record in a custom object” action as an operation to create a record based on the extracted information

*“Trigger”: An action that initiates a flow. “Operation”: An action that processes data within a flow after the trigger starts.

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■Customization options

• For the Salesforce record creation action, set the API name of the target custom object as needed
• When connecting to Salesforce, you must set the My Domain URL for your environment

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■Notes

• Connect both Box and Salesforce to Yoom.
• 【Salesforce】is available only on the Team and Success plans. On the Free and Mini plans, the configured Flowbot operations and Data Connect will result in errors.
• Paid plans, such as the Team and Success plans, include a two-week free trial. During the free trial, you can use apps subject to plan restrictions.
• AI operations for OCR and speech-to-text are available only on the Team and Success plans. On the Free and Mini plans, the configured Flowbot operations will result in errors.
• Paid plans, such as the Team and Success plans, include a two-week free trial. During the free trial, you can use apps and AI features (operations) subject to plan restrictions.
• Please note that OCR may not be able to read data containing more than 6,500 characters or text that is too small.