How can I use Salesforce to create a new Smartsheet from a Smartsheet template?
We want to use the Salesforce Connector to link data from individual smartsheets back to individual Salesforce records. However, we don't want to have to create a Smartsheet connector Workflow for each individual Smartsheet sheet, since we will have a significant number of sheets created each month.
Ex/ We have a Practice in Salesforce - each practice has a linked Project record. Whenever a new Project record is created in Salesforce, we need to create a Project Checklist in Smartsheet (where we have a Project Checklist template) to track individual tasks and subtasks for that project.
Is it possible to have Salesforce create a Practice Project Checklist in Smartsheet from the Project Checklist Template each time a Project is created in Salesforce?
Alternatively, is there a way to have Smartsheet create a new sheet from a template each time a new row is added to a "parent" sheet?