Salesforce Connector
Discussion List
- I the SmartSheet Connector setup where it imports in using a two way sync with all the fields pointing from SmartSheet one direction to Salesforce. I need to start over so I tried to delete the record…
- 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 usin…
- We have an automation set up so when we create Projects in Salesforce, it triggers our Provisioning of new workspace. The Salesforce connector is working and updating every 6 minutes, but it is not pu…
- Good evening - We use the Salesforce Connector to sync account information to Smartsheet. Syncing all accounts to a single Smartsheet exceeded cell limits. So, we created a different Smartsheet for ea…
- 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) rela…
- 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 sha…
- 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 practice…
- 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 …
- 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…
- 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 …