Salesforce Connector
Discussion List
- 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 c…
- I would like to be able to Copy an exsisting Smartsheet + Salesforce workflows. Save time
- 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…
- 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,…
- 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"…
- 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 Account…
- 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, Pr…
- 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…
- 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 works…
- 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) workflow…