Salesforce-like Workflow/Templates

Hi All -

I'm pretty well versed in SmartSeehts, but trying to help my company implement a Salesforce-like SmartSheets approach - to save cost. To be clear, I know there is a integration available with Salesforce, but we do not work with them as partner.

I'm simply interested in creating a very scaled back, yet similar workflow within SmartSheets. I've found a few templates which are proving to be helpful, but since Salesforce isn't in my background, I thought I'd ask the community for some additional guidance on connecting sheets, workflows and automation.


Thanks in advance,

Mike

Answers