15 Years of Proven Expertise in Salesforce Consulting for 350+ Delighted Clients.

dgt27 is trusted by 350+ clients across
12 industries worldwide.

15 Years of Proven
Expertise in Salesforce
Consulting with 50+
Certified Developers.

Salesforce Proven Expertise Logo

50%

Sales velocity up 50% with Salesforce integration that automates lead routing and data sync.

Tech

35%

Client revenue per rep up 20% through targeted workflows and connected Salesforce data.

Financial Services

30%

Annual gifts up 30% when donors, campaigns, and NPSP sync seamlessly within Salesforce.

Nonprofit

25%

Ops costs down 25% with custom Salesforce integrations designed by our certified consultants.

Cross-Industry

18%

Gross margin lift and stockouts down 18% through ERP and inventory data sync.

Manufacturing & Industrial

30%

Data accuracy up 30% and claim denials down 12% using secure, PHI-compliant Salesforce integration.

Healthcare & Life Sciences

22%

Enrollment conversion up 22% after connecting CRM and LMS events for smarter tracking.

Education & EdTech

38%

Online sales up 38% by syncing customer segments and order data directly into Salesforce.

Retail & E-commerce

Proven Industry Leadership

Why Choose dgt27 for Your Box and Salesforce Integration?

Recognized Industry Experts

dgt27 is a trusted Box and Salesforce integration partner, helping enterprises, nonprofits, and service teams streamline document workflows directly within Salesforce. Our tailored solutions enable fast, compliant, and efficient content management across departments.

Centralized Document Access

With this integration, your teams can access Box files—like contracts, presentations, or reports—directly from Salesforce records. This reduces time spent searching, downloading, or re-uploading files, and ensures version control is maintained.

Secure Collaboration & Compliance

All documents are stored securely in Box, while permissions are managed through Salesforce access controls. Whether you're in legal, finance, or sales, you can collaborate in real-time while maintaining strict compliance standards.

Customized for Your Workflow

We tailor the Box and Salesforce integration to support your unique CRM processes, file structures, and user roles—resulting in an efficient, scalable solution designed for your business.

WHAT WE DO

Our Box and Salesforce Integration Services

Api Integration

Custom Integration Development

Seamlessly connect Box with your Salesforce instance using custom logic, objects, and permissions tailored to your use case.

Planning & Requirement Analysis

Document Embedding & Linking

Automatically link and preview Box files in Salesforce records such as opportunities, accounts, and cases.

Continuous Support and Training

Secure Sharing Controls

Set rules for who can access, edit, or download files—ensuring full control and audit tracking.

Api Integration

Automation & Workflow Integration

Trigger file updates, sharing, or approval processes via Salesforce Flows connected to Box folders.

Why Choose dgt27 for Your Salesforce Integration

Why dgt27?

Why dgt27 Stands Out?

Simplify content collaboration and document access with Box and Salesforce integration—expertly implemented by dgt27, your award-winning Salesforce integration partner. We help organizations securely manage, share, and collaborate on files within Salesforce using Box, ensuring your teams have the right content, right where they need it.

  • Expertise You Can Trust

    Award-Winning Salesforce Integration Partner

    Known for high-impact CRM integrations

  • Comprehensive End-to-End Delivery

    Enterprise-Grade Security

    Data stays protected while remaining accessible

  • Flexible & Scalable Solutions

    Streamlined Content Access

    No more switching between platforms or emailing attachments

Frequently Asked Questions

Frequently Asked Questions

It’s the process of connecting your Salesforce CRM with Box to manage and access documents securely without leaving the Salesforce platform.

Yes. Access controls can be set up to mirror your Salesforce user roles and permission sets.

Absolutely. Users can preview, comment on, and collaborate on Box files without downloading them.

Yes. Box offers compliance certifications (HIPAA, GDPR, FINRA) that make it ideal for industries with strict regulatory requirements.

Yes. We can automate tasks such as file sharing, version control, and folder creation using Salesforce automation tools.
CONTACT DETAILS
Send us your message

Tell us about your current CRM setup, marketing tools, and what you’d like to achieve. Our Salesforce integration consultant will review your details and reply within one business day with a clear action plan and estimated timeline.

Our Mailbox:

info@dgt27.com

GET IN TOUCH
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