Salesforce Connector Guardrails

jrobinson4572

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.

The Salesforce record filter seems like a good way to reduce the impact of an accidental deletion (as it would be theoretically limited to just the records on the sheet). Would just like to confirm, if I have this filter enabled and then accidentally delete the Salesforce connected column in Smartsheet, would the data deletion be just limited to filtered rows? Also, this is assuming that deleting a Salesforce connected column results in the Salesforce field values being deleted, is that assumption accurate?

Any insight into the above questions or guardrails you recommend to limit our ability to accidentally delete Salesforce data (or easily recover overwritten data) would be greatly appreciated.

ChristianFinke

Hey @jrobinson4572

Using a Salesforce record filter is a great way to minimize accidental deletions, as it limits syncs to filtered records. If you delete a Salesforce-connected column in Smartsheet, it can remove corresponding Salesforce field values, but only for filtered rows. To further safeguard data, restrict permissions on connected columns, back up both Smartsheet and Salesforce regularly, and configure critical fields as "Read Only" from Salesforce to Smartsheet. Let me know if you'd like help refining your setup!

ChristianFinke

Hey @jrobinson4572

Using a Salesforce record filter is a great way to minimize accidental deletions, as it limits syncs to filtered records. If you delete a Salesforce-connected column in Smartsheet, it can remove corresponding Salesforce field values, but only for filtered rows. To further safeguard data, restrict permissions on connected columns, back up both Smartsheet and Salesforce regularly, and configure critical fields as "Read Only" from Salesforce to Smartsheet. Let me know if you'd like help refining your setup!

jrobinson4572

Thank you Christian for this great insight!