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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…
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Salesforce -> Smartsheet Connector Error (Notifications could not be reset)
Reporting an issue that has become a total blocker for our team. The Smartsheet Salesforce connector was working without issue for years and recently became completely stuck due to the following errors: "We've detected a problem receiving notifications from SALESFORCE. Please press the “Reset” button to try to reset the…
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How do I extract full URL from Hyperlink cell?
Hi all I have this Opportunity ID column in my sheet that's connected to Salesforce. All cells are hyperlinked with the opportunity in Salesforce. This column is created like this by the Salesforce-Smartsheet connector and it's handy because of the hyperlink. I need to send the Salesforce URL to another sheet, but if I…
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Salesforce Connector Sync - Don't send automation if not synced?
We use SF connector as our go between. We send a lot of automations out from Smartsheet for various reasons. Is there a way for an automation to not send if a row is no longer synced with the connector? IE a customer cancels and therefore is no longer synced and is filtered out by connector. We don't want the daily…
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Smartsheet Connector "Recycle Bin," to recover deleted/disabled Connector workflows
Please add a "Recycle bin" type feature to Smartsheet's Connector to allow for deleted and disabled connectors to be easily recovered! Received an emailed alert on Saturday that a connector workflow (in the Smartsheet + Salesforce Connector) had been disabled due to a Salesforce user credential expiring. Despite…
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Return of the Connectors Navigation Button on the Sheet!
Hi Community, This release adds back in the “Smartsheet Connectors” button (now as a single button) to the sheet Feature Bar (previously known as the right rail), improving the ease of connecting sheets to Salesforce, Jira, or Microsoft Dynamics 365 and viewing the status of connector workflows. If a workflow exists on a…
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Salesforce Connector API version Update
Need to have SF Connector be able to interact and use data from API Version 38 or newer. See response from support below. Without this ability to interact with the newer API the connector cannot be used for all the reasons we spend money to use it for. Scheduling and Field service data is not able to be interacted with…
