In a matter of minutes and without a single line of code, Zapier allows you to automatically send info between Salesforce and Smartsheet. NOTE: This article discusses Smartsheet Links, the legacy integration between Smartsheet and Salesforce. Follow the steps below to publish reports to and use the Power BI Gateway to configure automatic refresh. You can use the Smartsheet for Salesforce and Service Cloud Connectors to synchronize data between Salesforce or Service Cloud objects and sheets in Smartsheet. Mar 2016 – Present 3 years 8 months. Smartsheet - Salesforce Connector. You have the option to add filters to control the rows that sync to objects in Salesforce or Service Cloud. Get Real-Time Visibility with the Smartsheet for Salesforce Connector. If the Update Summary count appears unexpectedly high or low, you can go back to add or remove filters as needed. CATEGORIES. Salesforce and Service Cloud sometimes use field types within an object that relate to other objects, such as Lookup Relationship Fields (for example, Account Name in the Account object) and Polymorphic Relationship Fields (for example, the “What” field of an Event). Smartsheet for Salesforce Connector Enable teams to easily update and share information between platforms with the Salesforce Connector Not currently available. Create … Admin Center Manage users, groups, and license requests as well as set up and adjust various account settings Not currently available. You can use this to gauge the amount of data flowing into the object from your sheet. Have records sync, for example, underneath an International parent row that is also a child to a Sales row in Smartsheet. Salesforce Administrator Smartsheet. For example, a nonprofit admin, using its free 501(c)(3) licenses, needs solid donor contact lists, and good data … Tableau by Salesforce. 10,000ft: Setting Up and Managing Teams and Projects Manage 10,000ft … Hello Brian, I can confirm that there should be no issues with setting up the Salesforce Connector with Salesforce Lightning. Admin Back Office Customer Service ... Get Real-Time Visibility with the Smartsheet for Salesforce Connector. Popular Ways to Connect Salesforce and Smartsheet. To give you greater control over which rows explicitly push data back to Salesforce or Service Cloud, create an Update in Salesforce or Service Cloud column in the sheet in Smartsheet and a filter in the Connector workflow: In Smartsheet, in the sheet that you plan to connect to the Salesforce or Service Cloud object, create a new column (steps on creating new columns in a sheet are available in the Help Center), select the Checkbox type, and name the column Update in Salesforce or Service Cloud. Your workflow will run and will automatically update records in Salesforce or Service Cloud and rows in your sheet in Smartsheet according to the rules you set up in the workflow. Shift from conversation to execution in one document Featured Resources. 10,000ft by Smartsheet Learn about our premium resource and portfolio management platform, 10,000ft by Smartsheet. Slack connector. There are two options for mapping the Owner ID field. Premium Connectors. 07/24/19 edited 12/09/19 in Premium Apps and Integrations. yes ! Thanks, Also, you can compare their overall ratings, such as: overall score (Smartsheet: 9.4 vs. Salesforce Field Service Lightning: 9.4) and user satisfaction (Smartsheet: 99% vs. Salesforce Field Service Lightning: 100%). This holds true for Salesforce admins at organizations of any scale and within any industry. Our Salesforce Connector was setup in 2017. Step 1: Connect both Smartsheet and Salesforce by authenticating them on platform.

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