SmartSheet Gantt to Salesforce Project Management

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Is it possible to publish and sync a gantt chart made in SmartSheet to Salesforce Project Task Gantt?

Answers

  • A Rose
    A Rose ✭✭✭✭✭
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    Hi @Stepheni Norton ,

    I’m not an expert on sales force,

    But what I think you can do is, go to the sheet you want to sync,

    Click “File”

    Click “Send as attachment”

    Select “Microsoft Excel”

    Select “Schedule”

    Enter a email address synced with sales force as below,

    In sales force you should probably be able to somehow create an email address for this function, that whenever it gets a report from Smartsheet, it automatically updates in sales force.


    I don’t have any knowledge in sales force, but ask someone who knows.

    Let me know if this helps in any way.

    Thank you! 😀

  • Genevieve P.
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    Hi @Stepheni Norton

    This sync isn't currently possible to configure directly from Smartsheet or through the Salesforce Connector. Please let our Product team know about your feedback through this form, here!

    Cheers,

    Genevieve

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