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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…
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Automation not working
We have an automation set up so when we create Projects in Salesforce, it triggers our Provisioning of new workspace. The Salesforce connector is working and updating every 6 minutes, but it is not pulling in any of the new projects we are creating in Salesforce. The automation is on, everything seems set up correctly. Any…
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Salesforce Connector
Good evening - We use the Salesforce Connector to sync account information to Smartsheet. Syncing all accounts to a single Smartsheet exceeded cell limits. So, we created a different Smartsheet for each account status (i.e. Client, Former Client, Vendor, etc.). I hoped to create an automation that would remove the…
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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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Salesforce Connector Guardrails
Hi Smartsheet Community, my team and I are really interested in making greater use of the Salesforce/Smartsheet connector application, but would appreciate some recommendations regarding best practices to ensure an unintentional deletion on the Smartsheet side doesn't accidentally remove a bunch of data from Salesforce.…