Hi Smartsheet Community,
Our Legal team has a sheet which they use to track all of their deals. We recently implemented the Salesforce/Smartsheet Connector which is great except for one issue: there is no field in Salesforce for the Legal Reviewer. I'm now looking for a way to auto-populate that Legal Reviewer field based on various criteria. I created this index sheet with the hopes of being able to write an INDEX formula but the formula will have to search across multiple criteria. For example, if Region = EMEA, Industry = AEC and Country = Sweden, then return [Legal Reviewer]'s name. The problem is, the combination of criteria used is different across each Region. Is this even possible? Any insights you have is greatly appreciated!!
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