Bridge Salesforce API - SF Contact Module
We're looking to pass contact information associated with Salesforce opportunity records into Smartsheet. We have the Smartsheet / Salesforce Connector in place, but following the current structure would explode the number of fields necessary to denote all possible roles associated with each project.
Is it possible to leverage Smartsheet Bridge for this? I see Salesforce as a possible API integration in Bridge, but we can't find a Smartsheet app on the Salesforce side.
The ideal workflow would be:
- Salesforce opportunity record passed into Smartsheet (aka "Intake Pipeline) via Salesforce Connector
- Smartsheet triggers creation of project
- "Team Contact List" artifact link pulled into Smartsheet Intake Pipeline as Intake Summary Field
- When Team Contact List hyperlink exists, triggers query for Salesforce Contact Module to grab all contacts and map against roles in Smartsheet Team Contact List.
Answers
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Hey @Zeb Loewenstein
Before you set up that extension, you'll need to create a Connected App in Salesforce. The Salesforce instructions for how to do this are linked in this Help Article:
Setting up the Connected App in Salesforce will require a Bridge Callback URL, but I believe this may have been changed since that article was written. I would try this Callback URL instead: https://oauth.bridge.smartsheet.com/api/settings/oauth/oauth2callback
Since I haven't personally used this module, I can't speak to if your steps/workflow will be possible or the most efficient way to get this information... but the article above should provide some guidance on how to connect with Bridge so you can test it out.
Cheers,
Genevieve
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@Genevieve P. - can't say enough how much I appreciate your response! Unfortunately this new Callback URL didn't work either. We've let our CSM, @Dylan O, aware of the issue but we're looking for support to use the Salesforce Bridge API as an included service to our purchased platform.
Who do we need to reach out to get support setting this up with the current technical specs?
Best,
Zeb
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Hey @Zeb Loewenstein
If the callback URL I provided didn't work when you set up the Salesforce Connected App, please try the original one listed in the Help Article. If you had your Bridge account set up more than a year ago, it may use the old URL that's listed in the Help Article. Otherwise the new URL should work in your Connected App.
There's another Community post where @Neil Egsgard was able to resolve the callback URL that may be related to what you're experiencing: Bridge Smartsheet Salesforce integration - redirect uri mismatch
Here's the Salesforce Documentation on creating a Connected App, which would need to be done before following the steps in the Bridge Help Article. I was able to find an image of an example set-up if it helps:
If you need support from the Salesforce side with Connected Apps, I would recommend posting in the Salesforce Community.
To learn more about Bridge, here are some other resources:
If you're experiencing an unexpected error or issue with Bridge, you can reach out to Support with a screen recording explaining your scenario.
Cheers,
Genevieve
