SmartSheet Gantt to Salesforce Project Management


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


  • A Rose
    A Rose ✭✭✭✭✭

    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.

    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!



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