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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…
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Salesforce Connector Use Cases
How have you used the Connector to achieve meaningful beneficial results in your organization? Searching this Community in particular as well as Google in general, I’m seeing plenty of advice on HOW to integrate Smartsheet and Salesforce, but precious little on WHY. Our Salesforce team has been reluctant to embrace…
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Salesforce -> Smartsheet Connector Issues
Hello Community, My team has been using a the Salesforce/Smartsheet connector to feed live data from Salesforce into Smartsheet. Recently, a number of fields/columns are not receiving information. Only the primary column is being populated. I have tried creating a duplicate sheet and re-created a duplicate workflow and am…
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Salesforce Connector: Clone Workflows
It would be very useful to be able to clone a Salesforce Connector workflow and then make changes as needed. This would save a ton of time when you are mapping mostly the same fields on intake sheets that have already been cloned in Smartsheet.
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Mobile Contacts App tied to Smartsheet data
We recently had a request to find a mobile app that would funtion like other contacts apps (i.e. Google etc) but would be tied to a Smartsheet list. Ideally this could allow team members in the filed quickly access contact information at various sites and make updates on the fly. Our field teams would benefit from this,…
