Map Opportunity Notes to a Column in Smartsheet

Options

Hello,

I am new to Smartsheets, In our current project we are working on Integrating Smartsheet data to salesforce Opportunity Object using Smartsheet connector Tool. We were able to map al the columns, but need to map a column in my smartsheeet to a related Standard Notes on Opportunity Record. Please let me know if it is possible and steps to map it? thanks.


Thanks,

Sai Varala.

Answers

  • Genevieve P.
    Options

    Hi @Sai Varala

    The Salesforce Connector can sync items that are listed as a Salesforce object. I haven't personally attempted to sync it with a Notes field on an Opportunity record; I would suggest it would be easier to walk through the connector on a screen share.

    Based on this Community account, it looks like you have access to booking Pro Desk sessions. These are 30-minute coaching sessions over screen share where you can talk specifically about the Salesforce connector (see the second Category on this page: https://www.smartsheet.com/pro-desk)

    Cheers,

    Genevieve

    Join us at Smartsheet ENGAGE 2024 🎉
    October 8 - 10, Seattle, WA | Register now