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Salesforce Connector not pulling in related object values
Hello, I am using Salesforce connector to populate a Intake form in Smartsheet. I am able to pull in all Opportunity fields but we have a Discovery Questionnaire object (via Lookup Summary field) related to the Opportunity and I can't get those value to populate. I see them as being able to map but am unable to populate on…
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Salesforce and Jira Connectors: Administrator Collaboration on Workflows
At present administrators can see a workflow created by another administrator, but they cannot view or edit details. Oddly, they are able to disable or delete it. Administrators need to be able to share their Salesforce Connector workflows with other administrators with edit and view permissions.
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Salesforce Connector Guardrails
Hi Smartsheet Community, my team and I are really interested in making greater use of the Salesforce/Smartsheet connector application, but would appreciate some recommendations regarding best practices to ensure an unintentional deletion on the Smartsheet side doesn't accidentally remove a bunch of data from Salesforce.…
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Calculate Number of Deals on a Waitlist at a Given Time?
Hi, For context, a buyer and seller will approach my team and provide us with a proposed close date of their deal. Often times our deal teams are finishing up other deals and cannot immediately start working with them. We create a Salesforce opportunity and add them to our "Waitlist" (category in SF opp). Sometimes this…
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Help Article updates
Hello Community, We’ve created new content to highlight specific capabilities: Jira Connector Learning Track Salesforce Connector Learning Track Integrations and Add-Ons Learning Track We’ve published the following new articles: Admin Center: Manage authentication options Admin Center: Apply security settings to forms…
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Workflow owner has been deleted
We had a user who ran our Salesforce Integration between SmartSheets and Salesforce. He had exited the company and the team over SmartSheets deleted his user. You can 'see' the workflows that were in his name that now say "missing owner". Is there any way to reassign? If we have to recreate the workflow is there any way we…
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Salesforce Integration What does it actually do?
Hi All, I'm often surprised by how difficult it is to figure out what integrations actually do with the Salesforce. I was intending to make a case for the integration to our leads but I can't find a clear explanation of what it does on the website or searching. For instance could I: Have an automated contact in Smartsheet…
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Copy Smartsheet + Salesforce workflows
I would like to be able to Copy an exsisting Smartsheet + Salesforce workflows. Save time
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Upcoming Tableau WDC 3.0: Timeline for Smartsheet Connector Update?
Hello Smartsheet Community, I am currently facing a challenge with the upcoming deprecation of Web Data Connector (WDC) 2.0, which impacts our integration of Smartsheet with Tableau. We have been using the Smartsheet-provided WDC available here: https://tableau.smartsheet.com/tableau. As I'm looking for guidance on how…
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Salesforce Connector API Update & New Connector Fields
Hi Community, To keep our Salesforce Connector up-to-date and unlock additional Salesforce fields, we have updated the Salesforce API version utilized by the Salesforce Connector from v36 to v59. With this update, we have added support for over 700 new objects, such as the Incident Object type. You can use these additional…
