Level Up the Salesforce Integration & Increase Doc Visibility/Accessibility
Our company uses the Salesforce-Box integration. We are made up of a set of advisor teams who should only be able to see their clients' files. This works in Salesforce, where all client documents are visible. However, our users were used to accessing client files in the "File Explorer" on their desktop (Finder in Mac), under the Salesforce folder in Box on the desktop. Client folders only show up here if the user has clicked through the client's folders/docs in Salesforce. It would be great if our teams could see all their client folders in the File Explorer without having to click around in Salesforce until the folders show up.
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