Salesforce / Smartsheet Connector: Automate Workflow or Give Team Members Access to Run Workflow

Raquel Dent

Hi Team,

I know there isn't a way to give team member access to run a workflow you created. This functionality would be extremely useful in order to prevent single points of failures. Until this functionality is created, I would like to ask, if there is a workaround.

My Example: I have new rows added to my smartsheet based on new salesforce opportunities that hit a closed won stage. Currently, I have to manually press "run" for the new rows to populate. Is there a way to automate this so I do not have to manually click "Run" and it pulls the information in on a daily basis?

Thanks,

Raquel Dent

Raquel Dent

That's a great workaround. Thank you!

Darren Mullen

@Raquel Dent Would it work to have a "service account" own the workflows? Then a few trusted people could have access to the account to run the workflows?

Raquel Dent

That's a great workaround. Thank you!

Raquel Dent

Update: This workaround won't work because out accounts have multi factor authentication , routed to our cell phones (so it would still be routed only to one person). :-/

Issue: We need to have multiple resources run the Salesforce to Smartsheet connector OR have it automated so we don't have to manually press "run" every day.