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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,…
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Salesforce Connector and Sync Status Function
The sync status for Salesforce Connector automatically pulls rows that are filtered out and puts them under the "Filtered out by Connector" Section. Is it possible to adjust what Smartsheet's does if a row is not syncing? I would like the row to stay where it is and instead do a conditional formatting type option where it…
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Smartsheet to salesforce integration
Hello Team, Anyone have a workaround on smartsheet salesforce integration, Need someone help on it. Thanks,
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Smartsheet to salesforce integration
Hi Team, I have scenario on smartsheet salesforce integration, without using the other third party systems,like as (Mulesoft or other systems), I tried using the smartsheet developer account to enable the salesforce connector, but it assking need to purchase salesforce connect, looks I don't see the prizing details and…
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How can I use Salesforce to create a new Smartsheet from a Smartsheet template?
We want to use the Salesforce Connector to link data from individual smartsheets back to individual Salesforce records. However, we don't want to have to create a Smartsheet connector Workflow for each individual Smartsheet sheet, since we will have a significant number of sheets created each month. Ex/ We have a Practice…
