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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
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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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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…
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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…
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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…
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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…
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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…
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Connect Data Table to multiple sheets, Bridge, or Salesforce
It would be nice if we were able to import information from sheets, Bridge, or a connector to a Data Table. We have a sheet that was created via multiple imports from Salesforce. We would like to add more information to it but because of Cell limits we are unable to. It would be helpful if we could setup a connector from…
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Transfer ownership of integrations/connectors
I have a few integrations I have created using the Microsoft Dynamics, Salesforce and Jira connectors and I wish to transfer them to another user. We are centralizing the support of Smartsheet support and I need another user to take over the support and ownership of the connectors. Is there any way to do it or do they need…
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Bridge Salesforce API - SF Contact Module
We're looking to pass contact information associated with Salesforce opportunity records into Smartsheet. We have the Smartsheet / Salesforce Connector in place, but following the current structure would explode the number of fields necessary to denote all possible roles associated with each project. Is it possible to…
