Is it possible to edit or transfer ownership of a workflow in the Salesforce Connector?

jtyson
jtyson
edited 06/14/22 in Add Ons and Integrations

I Recently stepped into the role of Smartsheet Administrator for our company. I am not seeing any option to view or transfer ownership of the existing workflows. Am I missing something here?

Answers

  • Genevieve P.
    Genevieve P. Employee Admin

    Hi @jtyson

    There currently isn't a way to transfer ownership of Salesforce workflows from within the connector. For small amount of workflows, I would suggest that rebuilding them would be the quickest way to gain "ownership".

    If you have a large number of workflows, please contact Smartsheet Support and they may be able to assist you. Before you reach out, ensure that the new owner has permissions to log into the connector and has created a workflow. They should also at least be an Admin on the target sheets.

    Cheers,

    Genevieve