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Jira and Salesforce Connector in the Integration Panel
August 28, 2025 This release adds the Jira and Salesforce Connector to the Integrations Panel in table view, providing an additional entry point into the Jira and Salesforce Connector. Users can now initiate the creation of Jira and Salesforce Connector workflows from the sheet through this interface, as well as seeing if…
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Help Article updates August 2025
Hello Community, We’ve published the following new content. New videos on these topics: How to create a custom welcome page in Create a custom welcome message or help page How to use Approvals in File Library in Approvals in file library How to use File Library in File Library overview How to create a Dashboard in…
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Smartsheet - Salesforce Connector - Filter question
I'm looking to pull through data from SFDC into Smartsheet however only for a handful of clients. I can get the below to work: However when I try the below, to add another client, it breaks: I've also tried 'client a; client b' and it doesn't work either. Hoping someone can help!
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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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Automated report sent to Teams Channel is messy, difficult to understand/read, and incomplete
I've set an automated report sent to a channel post; however, the layout of the channel post is messy and difficult to follow, in comparison with the clear table received on the email notification. The report sent to the Teams channel is messy, difficult to understand/read, and incomplete because it does not show all rows…
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How is artificial intelligence shaping today's Salesforce consulting practices?
AI has proven to be a valuable solution for improving productivity. There is ha huge impact in Salesforce consultation too, let's share your views 😊😊
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How can Salesforce implementation improve business processes?
Salesforce implementation streamlines workflows by automating tasks, enhancing data accuracy, and improving department collaboration. It enables smarter decision-making through real-time analytics and centralized customer data. Let's share your views and be a part of an exciting discussion
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What are the advantages of using the Salesforce SaaS platform?
There are a lot of advantages of using SAAS platform because it lets you be relieved from investing in infrastructure, which is highly concern for any organization. Let's discuss some more fruitful points for using the Salesforce SAAS platform. Share your views now!
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Salesforce License & MFA Handling for Smartsheet Connector (Bidirectional Sync)
Hi Community, We’re in the process of setting up the Smartsheet Salesforce Connector to support bidirectional data synchronization between Salesforce and Smartsheet. I’m looking for guidance on the following: Salesforce License: What type of Salesforce user license is required or recommended for establishing the connector…
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Salesforce Connector One-Way Sync
What's the best way to set up the Smartsheet Salesforce Connector so that any new records (line items) added to smartsheet, creates the record in Salesforce BUT any updates made to the records created in Salesforce do not then update the records (line items) on the smartsheet? I basically am looking at the best way to…