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Salesforce Connector Guardrails
Hi Smartsheet Community, my team and I are really interested in making greater use of the Salesforce/Smartsheet connector application, but would appreciate some recommendations regarding best practices to ensure an unintentional deletion on the Smartsheet side doesn't accidentally remove a bunch of data from Salesforce.…
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How to link parent between SS & Jira using connector?
Use case: Project created in SS using Epic, Task, Subtask (Parent, child, grandchild). Rows are indented to identify tasks and subtasks. Using Jira connector, data is pushed into Jira. Epic, tasks, and subtasks are created in Jira. Jira does not recognize the parent of a task or subtask. No parent is pushed back to SS…
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Generate Documents - Can contact names be filled instead of contact email address?
Hi there, Hope all is well. Hope someone could help. I have created a fillable pdf to be used with the new "Generate Documents" feature. It works great except for one issue. When I map the "Assign to" field or any contact field, it fills the document field with the contact email address and not the contact name. Is there…
