Creating Price Book Entries in Custom Price Books with Salesforce Connector

Kelly Ospina
Kelly Ospina ✭✭✭✭✭
edited 06/14/22 in Add Ons and Integrations

Good morning,

I'm wondering if anyone has experience creating price book entries in custom price books using the Salesforce Connector?

We're able to add and update products from Smartsheet into Salesforce, and we're able to create a new custom price book from Smartsheet to Salesforce. But I'm hitting a brickwall when it comes to adding price book entries from Smartsheet to Salesforce via the connector.

Hoping someone has some experience and can help me troubleshoot or provide some advice.

Thanks so much!

Answers

  • Hi @Kelly Ospina

    If you don't hear back from any of our Community members, I would suggest reaching out to your company's Customer Success Manager for advice. I can provide you with their contact details in a private channel if you're not sure who they are.

    You may also want to reach out to Smartsheet Support with full screen captures (or a screen recording) of your current process, detailing what it is you're looking to sync.

    Cheers,

    Genevieve

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