Salesforce Connector Requirements

Brian_Vaughan

Does anyone know if there are version requirements for Salesforce to utilize the connector?  My IT team is about to upgrade SFDC to Lightning and they want to know if the connector works / requires lightning.

Paul.Koetke

Hi Brian, 

Send an email to Support@Smartsheet.com and they will confirm if there would be any issues with SFDC Lightening.

Best, 

Paul Koetke

Upwork - Smartsheet Consultant

Anthony M.

Hello Brian,

I can confirm that there should be no issues with setting up the Salesforce Connector with Salesforce Lightning. The connector is still looking for objects associated with the Salesforce Organization ID used when you setup the connector. This ID does not change when enabling Lightning in your Salesforce environment.

The list of current requirements for the setup of the Salesforce Connector can be found here: https://help.smartsheet.com/articles/2476111-salesforce-admin-setup

If you run into an issue while setting up or have any additional questions, please feel free to reach out to our Support team via our Contact Support form here: https://help.smartsheet.com/contact-002a

Kind Regards,

Anthony

Smartsheet Support

stevediaz

Hello

The Salesforce connector is compatible with Salesforce Lightning. It should work seamlessly with the Lightning version. If you have any issues, check the documentation or seek support from the connector provider. Good luck with your upgrade!

stevediaz

Hello

Also you can check thishttps://help.smartsheet.com/articles/2476111-salesforce-admin-setup-Salesforce CPQ Training