Should I choose Box for Agentforce | Speed up sales and services with AI, E-sign, and Doc Gen or TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce?

AppRanks cannot separate these two on rating, because neither publishes one. TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce does carry the larger published review base (330 vs 0). Read both apps' detail pages for the feature breakdown and recent listing changes.

Which is faster to set up, Box for Agentforce | Speed up sales and services with AI, E-sign, and Doc Gen or TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce?

Both apps are one-click installs from the Salesforce AppExchange. TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce has the deeper published review base (330 vs 0), which often — though not always — accompanies better-tested setup docs. AppRanks doesn't measure setup time directly: read the recent reviews on each app's detail page for user-reported install experience.

Which works better for small vs large Salesforce AppExchange admins?

Box for Agentforce | Speed up sales and services with AI, E-sign, and Doc Gen typically suits early-stage and growth-mode teams based on its published review base (0 reviews). TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce typically suits early-stage and growth-mode teams based on its published review base (330 reviews). A larger review base generally means the app has been exercised at scale — relevant if you are processing high volume or handling enterprise compliance requirements.

Can I migrate data between Box for Agentforce | Speed up sales and services with AI, E-sign, and Doc Gen and TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce?

Migration support varies by app and category. Box for Agentforce | Speed up sales and services with AI, E-sign, and Doc Gen and TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce both publish their export options on their marketplace listing pages (or in their support docs); some apps offer one-click import from competitors, others require CSV. The fastest check: search "import from Box for Agentforce | Speed up sales and services with AI, E-sign, and Doc Gen" in each app's help center. AppRanks does not track migration tooling directly — this is a category-specific capability worth verifying before commitment.

AppRanks

Box for Agentforce | vs TaskRay Customer — Salesforce

Box for Agentforce | Speed up sales and services with AI, E-sign, and Doc Gen vs TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce

Side-by-side comparison · 24 data points

Box for Agentforce | Speed up sales and services with AI, E-sign, and Doc Gen

No rating yet

Bring the power of Box AI to Agentforce: Automate and extend content-centric workflows across the Salesforce ecosystem and your other apps — all while ensuring security and compliance. Box is FedRAMP High and supports HIPAA compliance.

salesforcepaid

Change

1. Listing metadata

Field-level data

	Box for Agentforce \| Speed up sales and services with AI, E-sign, and Doc Gen	TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce
Tagline	“Bring the power of Box AI to Agentforce: Automate and extend content-centric workflows across the Salesforce ecosystem and your other apps — all while ensuring security and compliance. Box is FedRAMP High and supports HIPAA compliance. ”236 chars	“TaskRay is the go to Agentic Project Management Solution built natively on Salesforce, combining project management, MCP connectivity, AI Agents, and expert services in one system of record for customer onboarding, implementation, and delivery.”244 chars
Description	1166 / 2000 chars58% used	1190 / 2000 chars60% used
Screenshots	—	—
Languages	en	en
Platforms	Salesforce	Salesforce
Developer	Box	TaskRay

At a glance

8 metrics · auto-computed

Feature comparison between Box for Agentforce | Speed up sales and services with AI, E-sign, and Doc Gen and TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce
Metric	Box for Agentforce \| Speed up sales and services with AI, E-sign, and Doc Gen	TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce
Rating	—	5.0 ★
Total reviews	0	330
Free plan	—	—
Pricing	paid	paid
Pricing tiers	1 tier	★ 3 tiers
Listed features	6	★ 9
Languages	1 supported	1 supported
Listed since	Apr 2025	Aug 2012

AppRanks verdict

Generated from live data on this page

The call

Based on the data on this page, TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce is the stronger choice for most Salesforce AppExchange admins — 5.0★ vs Box for Agentforce | Speed up sales and services with AI, E-sign, and Doc Gen's 0.0★ is a meaningful gap that usually reflects real product or support quality differences across the user base.

Pricing

Pricing entry tiers: Box for Agentforce | Speed up sales and services with AI, E-sign, and Doc Gen at paid, TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce at paid. Check each app's tier structure for the capacity limits you actually need before deciding — the headline number is the same shape, but the gating shape per tier (seats, usage volume, integrations) varies.

Review base

TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce has the larger user base (330 reviews vs 0), which usually maps to broader integration coverage, faster bug-fix cadence, and a deeper bench of community workflow patterns. Box for Agentforce | Speed up sales and services with AI, E-sign, and Doc Gen's smaller cohort can be an advantage for niche workflows where the bigger app has accumulated bloat.

Who should pick what

Recommended by size: small/early-stage admins who need fast install and low risk should default to TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce; mid-market and enterprise admins with specific feature requirements should evaluate both — Box for Agentforce | Speed up sales and services with AI, E-sign, and Doc Gen's 0-review base may include the workflow context that matches your specific use case better than TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce's broader-but-shallower coverage.

How this is generated

This verdict is generated from the live marketplace data on this page — rating, review count, pricing tier, and category position all refresh from the canonical Salesforce AppExchange listing every 24 hours. AppRanks does not accept payment to influence comparison outcomes; the methodology is documented on the About page and applies identically to every pair on the site.

Read each app's audit: Box for Agentforce | Speed up sales and services with AI, E-sign, and Doc Gen audit • TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce audit

Last updated	—	—

3. Features

As listed by each developer

Box for Agentforce | Speed up sales and services with AI, E-sign, and Doc Gen

Accelerate Sales and Service Contracting Speed up contracting. Agentforce with Box can auto-generate quotes and contracts from Salesforce/Box data, route for e-signature with Box Sign. Reducing manual steps and accelerating cycles.
Automate Intelligent Document Processing Eliminate manual data entry. Agentforce with Box AI extracts metadata from unstructured documents (PO, forms), reducing errors in sales and services processes.
Streamline Strategic Account Planning Save hours on account planning. Agentforce with Box AI instantly generates executive summaries from notes or reports, helping sales reps prepare for meetings.
Intelligent Case Management for Faster Service Accelerate customer service. Agentforce with Box AI helps service teams instantly summarize documents and find answers, empowering reps to resolve issues faster.
Unify Content with Centralized File Management Box provides a secure, compliant single source of truth across Salesforce and other apps, while Agentforce makes that content actionable.
Maintain Security & Compliance Box enforces enterprise-grade security (malware detection, retention, records management) and granular permissions across the content lifecycle.

TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce

✔ Transform the Way Your Teams Manage Projects The faster your team can deliver a successful project, the more profitable the outcome. Faster projects result in less operating costs, faster cash collection, and increased people productivity.
✔ Project Management, Built for Salesforce TaskRay is designed to help project managers complete work 2.5x faster. Leverage Agentforce AI Actions to improve project outcomes and delight customers with seamless onboarding experiences.
✔ Native Salesforce Technology TaskRay is built natively in Salesforce. No complicated integrations or systems maintenance required. Don't settle for task management in spreadsheets or outdated PM tools. Keep your data safe and secure in Salesforce.
✔ Task Management with AI Actions Manage projects your way. Automate manual tasks, assign work to AI Agents, speed up handoffs, and increase project capacity by 25%. TaskRay templates improve productivity and create repeatability for complex processes.
✔ Resource Management Bring customers, contractors and partners into your projects easily with TaskRay. Allocate resources quickly and easily for projects to reduce costs by over 21%. Assign work based on skills, capabilities, and resource capacity.

5. Search rankings

Top 5 keywords · shared rankings prioritized

Keyword	Box for Agentforce \| Speed up sales and services with AI, E-sign, and Doc Gen	TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce
esign	#20	#94
sign app	#57	#86

7. App details

Long-form description · keyword frequency

Box for Agentforce | Speed up sales and services with AI, E-sign, and Doc Gen

Box for Agentforce brings all the unstructured data found across your enterprise directly into Salesforce, Slack, and more. — Content + AI: Work faster and achieve better outcomes by using Box for Agentforce for intelligent workflow journeys* — Share, organize, manage, and structure Box files and folders in Salesforce and Slack — Send documents for E-Signature using Box Sign, using auto populated data from Salesforce — Generate new documents from templates that automatically pull data from Salesforce objects — Document Generation: Generate contracts, reports, agreements, and more with auto populated pre-configured templates using Box Doc Gen — Folder Mapping: Link Box content to specific and/or multiple Salesforce records, including custom objects — Security: Map and sync Box and Salesforce permissions to prevent data leaks with data classifications and threat detection policies — Compliance: Ensure compliance with FedRAMP, Pl4 HIPAA, ITAR, and more (e.g. CAC/PIV, CJIS, WORM & SEC, CFR Part 11) — Industries: Box supports all verticals including FinServ, Healthcare, Gov & more. *For more complex and custom configurations, contact [email protected].

Top keywords

box9×5.49%
salesforce6×3.66%
data5×3.05%
agentforce2×1.22%
auto2×1.22%
auto populated2×1.22%
box for agentforce2×1.22%
compliance2×1.22%
content2×1.22%
custom2×1.22%
data from salesforce2×1.22%
documents2×1.22%

TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce

What is TaskRay? TaskRay is the #1 rated project management application on the AppExchange, now powered by MCP and Agents. Enterprises use TaskRay to manage projects faster, creating repeatable and scalable workflows that outperform conventional tools like spreadsheets or off platform solutions. Ideal for teams seeking to manage onboarding projects natively in their Salesforce platform. TaskRay Use Cases: ✔ Project Management: Take control of your projects and manage delivery your way. ✔ Task Management: Accelerate project cycles times and automating mundane tasks for teams. ✔ Resource Management: Easily assign project work based on skills, capabilities and project requirements. ✔ Onboarding: Onboard customers, clients, partners, and employees faster. Who Uses TaskRay: ✔ Project Managers: Standardize processes, assign tasks internally, manage external resourcing, and collaborate with Customers. ✔ Leadership Teams: Reduce operating expenses, increase revenue collection, and drive greater profitability on every project. ✔ Administrators: Consolidate project management processes and workflows into Salesforce. See TaskRay for yourself: https://taskray.com/book-a-demo/

Top keywords

project8×5.26%
taskray7×4.61%
management5×3.29%
project management3×1.97%
projects3×1.97%
teams3×1.97%
assign2×1.32%
customers

Box for Agentforce | Speed up sales and services with AI, E-sign, and Doc Gen vs TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce

Box for Agentforce | Speed up sales and services with AI, E-sign, and Doc Gen

1. Listing metadata

TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce

At a glance

AppRanks verdict

2. Pricing & plans

3. Features

4. Categories & rankings

5. Search rankings

6. Activity in the last 90 days

Box for Agentforce | Speed up sales and services with AI, E-sign, and Doc Gen · 0 changes

TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce · 7 changes

7. App details

Frequently asked

Is Box for Agentforce | Speed up sales and services with AI, E-sign, and Doc Gen or TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce cheaper?

Should I choose Box for Agentforce | Speed up sales and services with AI, E-sign, and Doc Gen or TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce?

Which is faster to set up, Box for Agentforce | Speed up sales and services with AI, E-sign, and Doc Gen or TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce?

Which works better for small vs large Salesforce AppExchange admins?

See full keyword rankings, install trends, and weekly alerts

More popular comparisons

Can I migrate data between Box for Agentforce | Speed up sales and services with AI, E-sign, and Doc Gen and TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce?