Salesforce & Smartsheet integration - access to other users' sheets

Jacek Bialecki

Hello All

 

I've configured the integration between Salesforce org and Smartsheet account. During configuration process I provided Smartsheet account with SysAdmin priviliges (this is required step). Let's call this account "TEST_Smartsheet_admin"

 

Now I'm logged as regular end-user in Salesforce and I'm trying to add existing Smartsheet sheet to Account's related list. What I can see is a list of sheets owned by "Test_Smartsheet_admin". And only those... What I would like to achieve is to be able to see a list of sheets owned by other users as well. Selectively. 

 

Typical scenario: 

 

1) I have an account in Salesforce called "john.smith@salesforce.com" owned by John Smith

2) The same person (John Smith) has also an account in Smartheet called john.smith@smartsheet.com

3) I would like to allow "john.smith@salesforce.com" operating in Salesforce to assign sheets belonging to "john.smith@smartsheet.com".

 

Any ideas how to achieve it?

 

BR

 

Jacek

Shaine Greenwood

Hi Jacek—

 

The best way to handle this is to, using your example, add "john.smith@salesforce.com" as an alias to the "john.smith@smartsheet.com" Smartsheet account. This way, sheets shared to either email address will be accessible once "John" logs in to "john.smith@smartsheet.com."

 

Check out our Help Center for details on adding email aliases: https://help.smartsheet.com/articles/2392037-change-the-email-address-used-with-your-smartsheet-account

 

If you run in to any snags or have additional questions on how to achieve this, I'd recommend reaching out to our Support team at Support@Smartsheet.com

Scott Willeke

 Jacek,

 

The functionality that lives inside the Salesforce application is an area we'll be making enhancements to in early 2017. One thing we will improve is how you choose which Smartsheet acount that you're using from inside Salesforce.

 

If you have any other feedback or requests feel free to post here or reach out to me directly.

 

--
Scott Willeke | Smartsheet
Senior Product Manager, Strategic Integrations
E: Scott.Willeke@Smartsheet.com

 

Jacek Bialecki

@Shaine - still keeping my example: after configuring the connector from Salesforce side I can browse only sheets that are owned by TEST_Smartsheet_admin. So probably I should add TEST_Smartsheet_admin alias to "john.smith@smartsheet.com" ? 

 

I tried to share John Smith's sheet to TEST_Smartsheet_admin - and it worked. I mean from Salesforce side I was able to list sheets owned by both:

- TEST_Smartsheet_admin

- john.smith@smartsheet.com

 

@Scott - thanks for you information! Choosing which Smartsheet acount is used from inside Salesforce is important. I will keep an eye

 

BR

 

Jacek

Shaine Greenwood

Hi Jacek,

 

Correct, you'll either need to add TEST_Smartsheet_admin (or whatever email that account is tied to) as an alias...

 

OR

 

...if you don't want "john.smith@smartsheet.com" to be a single account associated with TEST_Smartsheet_admin, you can share all of the sheets from one account to another. You can do this either individually or by using Workspaces.

 

Individual sharing: https://help.smartsheet.com/articles/520104-sharing-sheets

Workspaces: https://help.smartsheet.com/articles/2026039-workspaces-overview