I was wondering if anyone knew how to give access to others to integrate into Salesforce. My admin needs to grant me access but does not know where or how to do so. Can anyone offer any insight? Thank you!
Hi @ashleyr21 - this article (https://help.smartsheet.com/articles/2476131-salesforce-workflows) goes through what permission levels you need to have to create a connection with Salesforce. I'm rewriting the articles as well so when the updates get posted they should have some additional helpful information!
Is is possible to create an app in workapps and have the users enter/edit information through reports without having them to log into smartsheets? I need users to provide input to specific action items but I don't want to have to set up a username and password to access SS. thanks in advance.
Hi all, I have a project overview sheet, which hold information about various subspecialty projects, and I would like to share this sheet with respective subspecialty team members based on their area. I have a column in the source sheet with dropdown (containing various subspecialties/areas), and I am wandering if there is…
Dear All: Good morning. We are VERY close to getting the approval from my top management for DataMesh - this is something I have been hoping to get for us since 2019. We were able to help 4 departments set up and become power users of Smartsheet last year. DataMesh will allow easier and faster inter-departmental data…
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