SmartSheet Gantt to Salesforce Project Management
Answers
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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! 😀
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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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