-
Salesforce Integration What does it actually do?
Hi All, I'm often surprised by how difficult it is to figure out what integrations actually do with the Salesforce. I was intending to make a case for the integration to our leads but I can't find a clear explanation of what it does on the website or searching. For instance could I: Have an automated contact in Smartsheet…
-
Copy Smartsheet + Salesforce workflows
I would like to be able to Copy an exsisting Smartsheet + Salesforce workflows. Save time
-
Salesforce Connector API Update & New Connector Fields
Hi Community, To keep our Salesforce Connector up-to-date and unlock additional Salesforce fields, we have updated the Salesforce API version utilized by the Salesforce Connector from v36 to v59. With this update, we have added support for over 700 new objects, such as the Incident Object type. You can use these additional…
-
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
-
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…
