Is it possible to edit or transfer ownership of a workflow in the Salesforce Connector?
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
-
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
Need more help? 👀 | Help and Learning Center
こんにちは (Konnichiwa), Hallo, Hola, Bonjour, Olá, Ciao! 👋 | Global Discussions
Categories
- All Categories
- 14 Welcome to the Community
- Customer Resources
- 64.4K Get Help
- 424 Global Discussions
- 221 Industry Talk
- 465 Announcements
- 4.8K Ideas & Feature Requests
- 143 Brandfolder
- 144 Just for fun
- 61 Community Job Board
- 463 Show & Tell
- 32 Member Spotlight
- 1 SmartStories
- 300 Events
- 39 Webinars
- 7.3K Forum Archives