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HOW TO: Duplicate / Copy a Group
Smartsheet Support Documentation does not have a way to duplicate, copy, or export a group in admin.smartsheet.com/manage/groups There is, however, a workaround that doesn't appear to be posted anywhere so I'm sharing it here: Open the group in the group list at admin.smartsheet.com/manage/groups Select "View Group" Select…
Formula to add Months to Date
This is the simplest formula I can find to add Months to Date. This considers sum of months exceeding 12, converting it to January and adding 1 to the year. Where: Term column is the number of months to add, Date is the starting date. =DATE( YEAR([Date]@row) + INT((MONTH([Date]@row) + [Term]@row - 1) / 12),…
Pre-Filled Forms Using URL Queries: Tips and Tricks
Using URL queries to pre—fill forms seems to be catching on a bit more lately. There are a lot of resources out there, but they can be kind of spread out, so I figured I would start a thread that has some of the lessons learned, tips, and tricks that I have discovered along the way. Tip #1 [info callout] The first one that…

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Recent Discussions

Jira and Salesforce Connector User Access Error Message
October 09, 2025 With this release, any users who have the Jira Connector or Salesforce Connector purchased on their plan but do not have the user permissions needed to create a workflow will now see this message: “You are not authorized to perform this action. Please reach out to your Smartsheet System Admin to request…
Jira and Salesforce Connector in the Integration Panel
August 28, 2025 This release adds the Jira and Salesforce Connector to the Integrations Panel in table view, providing an additional entry point into the Jira and Salesforce Connector. Users can now initiate the creation of Jira and Salesforce Connector workflows from the sheet through this interface, as well as seeing if…
Help Article updates August 2025
Hello Community, We’ve published the following new content. New videos on these topics: How to create a custom welcome page in Create a custom welcome message or help page How to use Approvals in File Library in Approvals in file library How to use File Library in File Library overview How to create a Dashboard in…
Smartsheet - Salesforce Connector - Filter question
I'm looking to pull through data from SFDC into Smartsheet however only for a handful of clients. I can get the below to work: However when I try the below, to add another client, it breaks: I've also tried 'client a; client b' and it doesn't work either. Hoping someone can help!
How is artificial intelligence shaping today's Salesforce consulting practices?
AI has proven to be a valuable solution for improving productivity. There is ha huge impact in Salesforce consultation too, let's share your views 😊😊
How can Salesforce implementation improve business processes?
Salesforce implementation streamlines workflows by automating tasks, enhancing data accuracy, and improving department collaboration. It enables smarter decision-making through real-time analytics and centralized customer data. Let's share your views and be a part of an exciting discussion
What are the advantages of using the Salesforce SaaS platform?
There are a lot of advantages of using SAAS platform because it lets you be relieved from investing in infrastructure, which is highly concern for any organization. Let's discuss some more fruitful points for using the Salesforce SAAS platform. Share your views now!
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…
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"…
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…
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?
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…
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…
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…
Salesforce Connector not pulling in related object values
Hello, I am using Salesforce connector to populate a Intake form in Smartsheet. I am able to pull in all Opportunity fields but we have a Discovery Questionnaire object (via Lookup Summary field) related to the Opportunity and I can't get those value to populate. I see them as being able to map but am unable to populate on…
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.…
Calculate Number of Deals on a Waitlist at a Given Time?
Hi, For context, a buyer and seller will approach my team and provide us with a proposed close date of their deal. Often times our deal teams are finishing up other deals and cannot immediately start working with them. We create a Salesforce opportunity and add them to our "Waitlist" (category in SF opp). Sometimes this…
Help Article updates - August 2024
Hello Community, We’ve created new content to highlight specific capabilities: Jira Connector Learning Track Salesforce Connector Learning Track Integrations and Add-Ons Learning Track We’ve published the following new articles: Admin Center: Manage authentication options Admin Center: Apply security settings to forms…
Workflow owner has been deleted
We had a user who ran our Salesforce Integration between SmartSheets and Salesforce. He had exited the company and the team over SmartSheets deleted his user. You can 'see' the workflows that were in his name that now say "missing owner". Is there any way to reassign? If we have to recreate the workflow is there any way we…
Salesforce Integration What does it actually do?
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 clear explanation of what it does on the website or searching. For instance could I: Have an automated contact in Smartsheet…

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