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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…
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Smartsheet Salesforce Integration: "Value is not supported for this column Type."
I have created Workflow for bi-directional sync in the Smartsheet Salesforce Connector between Salesforce and Smartsheet. In Salesforce, I have a Lookup(User) field named "Assigned To" and in Smartsheet, I have a corresponding "Assignee" column with the Multi-Select Contact List data type. When I update the "Assignee"…
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Synchronization between Smartsheet and Salesforce is not working
We're trying to sync data from Smartsheet to Salesforce, but it's not working despite following all steps in the Connector overview and FAQs. The workflow runs but shows "0 records were updated." How can we fix this sync setup?
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Smartsheet to Salesforce Connector - Starting Over
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 Id from the smartsheet column and run the workflow rule again. That was unsuccessful it just spun. How do I start over with…
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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…