Good morning. My company is just beginning to use the Salesforce Connector, focusing first on Salesforce Account cleanup. Reaching out to this Community for guidance on how to merge Salesforce Account…
Greetings! I am seeking assistance to create an IFERROR/INDEX/MATCH formula that will look for an EXACT match of an Account ID between two Smartsheet. In Smartsheet 2 below I have an Iferror/Index/Mat…
Greetings! Reaching out to this group for assistance in creating a formula that counts the number of times a certain Product is associated with a given Account ID. The challenge is that the Account ID…
Greetings! Does Smartsheet include a feature that allows for the creation of a drop-down in which the selection choices are pulled from a column in another Smartsheet? Thank you, John
Greetings, I am running into an issue with a cross-sheet reference in a Max Collect formula. Below is the intended formula: =MAX(COLLECT({Vision Media 2023 Customer Billing Tracker Range 2}, {Vision M…
Greetings! Our team uses a Smartsheet to track monthly invoices for each client. Each invoice date is listed separately for each client (see attached). We are interested in populating in another Smart…
Greetings! Seeking this team's help with the creation of a hyperlink from one Smartsheet cell to a cell in another Smartsheet. Attached is a brief example of what we are attempting to accomplish. Smar…
Greetings! Reaching out to the Smartsheet community for assistance with a multiselect question. I have a Smartsheet that contains a client list, we'll call it Client List. I would like to add a multis…
Greetings! I have successfully installed the Smartsheet Outlook connector for Office 365 (desktop). Upon opening a received email the Connector tool is visible and works properly. However, when I crea…
Hello! I am attempting to create a Smartsheet form. When a user completes the form they need to identify every account that will be impacted by the project associated with that form. How can we includ…