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.
Hi Brian,
Send an email to Support@Smartsheet.com and they will confirm if there would be any issues with SFDC Lightening.
Best,
Paul KoetkeUpwork - Smartsheet Consultant
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,
AnthonySmartsheet Support
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!
Also you can check thishttps://help.smartsheet.com/articles/2476111-salesforce-admin-setup-Salesforce CPQ Training
Hello - I am trying to use the Insert Row Power Automate Smartsheet connector and it works when the sheet ID is static/hardcoded; however, I need to be able to pass in the Sheet Id from prior step. When I change from static Sheet Id to dynamic, all of the sheet column fields go away. The problem I am having is formatting…
When using the Docusign+Smartsheet Generate Documents integration, I used to be able to create a mapping with Docusign User A and Docusign Account A. I would test the process, make sure everything was good, and then swap out that user for Docusign User B and Docusign Account B. Now, I cannot do this, and I need to create a…
Hi All, We have AppSheet integrated with Smartsheet as our User Interface in the field for use in inspections. We like AppSheet as it displays and presents data better, and uses Smartsheet's sheet as source. However, as of around Monday 1/September, we noticed that we no longer can "upload" images using AppSheet and save…
