-
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…
-
Salesforce smartsheet connector Issue
I'm encountering an issue with the Smartsheet Salesforce connector, specifically with the bi-directional functionality. Despite having the appropriate permissions and successfully creating a workflow, I'm unable to view any data within Smartsheet. However, when utilizing the uni-directional connector (Salesforce to…
-
Salesforce Connectgor import Names
Hi! I am using the Connector to import Actions from Saleforce. When I import the fields Action Owner and the Customer Contact, the data is showing like this: <a href="/0053g000001Ter3" target="_blank">John Smith</a>. I just want it to say John Smith. Does anyone have any thoughts?
-
Use Salesforce Connector to Merge Salesforce Accounts?
Good morning. My company is just beginning to use the Salesforce Connector, focusing first on Salesforce Account cleanup. Reaching out to this Community for guidance on how to merge Salesforce Accounts via the Connector. Thanks in advance for your assistance with this question. John
-
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.
-
SF Connector and Smartsheet contacts
Hello, I'm playing around with several different SF connector workflows. One of the workflows I'm testing out is for our Project object. Our SF project object has fields listed for Project Manager, Project Engineer, Delivery Manager, etc. The team members that will populate in those SF fields also have access to…
-
Salesforce Connector - Provide Detailed Changes Before Saving Workflow
Please provide a list of all the changes that will be made to Smartsheet AND Salesforce BEFORE selecting "Save Workflow". Current "Update Summary" is useless and typically the count is incorrect. This is not enough information, need to see the detailed changes: Update Summary OPPORTUNITY Intake: Up to 843 rows will be…
-
SmartBackup by AcuWorkFlow
Hello, My organization will begin using SmartBackup in the coming months and was curios if anyone has had an experience with this. The tool seems super helpful in recovering/archiving sheets and workspaces. What has been your experience with it so far? What have been the upsides and downsides to this? Is there a way to…
-
Is there a limit to how many Salesforce Connector workflows I can build?
I'm considering leveraging the Salesforce Connector in the solution I'm building for my org. One of my concerns is whether I will run into a limit on how many active automated (bidirectional) workflows I can have at one time. I've searched all the documentation but come up empty. Does anyone know if there is a quantity…
-
Connector function in relation to links between sheets
We are using the connector from Salesforce to our project intake sheet to update key project dates automatically between Salesforce and Smartsheet. Our project plan sheets have the detail for each customer's installation, training and date to move to production, and our goal was to link the project plan dates to the…
