How do I link Salesforce to Smartsheet?
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.
What does Smartsheet integrate with?
Smartsheet Integration with Zapier Zapier is a tool that helps automate tasks between web applications (like Salesforce, Basecamp, Gmail - and of course, Smartsheet)....
What is a Salesforce connector?
You can use Salesforce Connector to securely read data from or write data to Salesforce. Salesforce is a cloud-based Customer Relationship Management (CRM) solution for sales teams to manage contacts and sales activities.
Does Smartsheet have an API?
The Smartsheet API enables licensed Smartsheet users to programmatically access and manage their organization's Smartsheet account and data. It is designed to be simple and intuitive, and is based on widely accepted standards and conventions, including REST, JSON, and HTTP success and error codes.
Can Smartsheet be used as a database?
Now you know how to set up your sheet in Smartsheet, which will serve as your online database. Next, we'll show you how to utilize some of the features in Smartsheet that are useful in an online database.
How do I integrate in Salesforce?
Here, we will discuss some of the most common use cases for integration.Bringing External Data Into Salesforce. ... Referencing external data inside of Salesforce. ... Transform and enrich Salesforce data. ... Extract insights from Salesforce and external data. ... Salesforce multi-org consolidation.More items...•
Can you connect Salesforce to Google Sheets?
Google Sheets + Salesforce Integrations Zapier lets you send info between Google Sheets and Salesforce automatically—no code required. Triggered when you create a new spreadsheet. automatically do this! Adds an existing contact to an existing campaign.
What are Salesforce connected apps?
A connected app is a framework that enables an external application to integrate with Salesforce using APIs and standard protocols, such as SAML, OAuth, and OpenID Connect. Connected apps use these protocols to authenticate, authorize, and provide single sign-on (SSO) for external apps.
Increase productivity
Increase the productivity of your sales team and improve visibility – without changing the way they work. Synchronize your Salesforce data to Smartsheet to make bulk changes, set criteria for real-time alerts, and more.
Streamline collaboration
Collaboration and sharing across Salesforce and non-Salesforce users is no longer a manual process of exporting data to spreadsheets. All data is updated in real-time and shared across teams.
Automate workflows
Eliminate redundant steps and enable your teams to better manage pipeline, track commission payouts, plan territories, and more with auto-synchronization between Salesforce and Smartsheet.
Smartsheet for Salesforce Connector datasheet
Get more detail on how Smartsheet for Salesforce Connector helps your sales teams organize, update, and share customer information with internal and external team members, so you can close deals faster and win more business.
Smartsheet for Salesforce Connector Help and Learning
Read through the frequently asked questions customers have about our Salesforce Connector.
What type of user interacting with Smartsheet for Salesforce Connector?
The type of user interacting with the Smartsheet for Salesforce Connector must be a Smartsheet System Admin or Salesforce Connector Admin to set up Smartsheet Salesforce Integration.
What is Smartsheet?
Smartsheet is a versatile Spreadsheet-based Work Management tool designed to keep track of team projects. It was launched in 2006 and now has 9 million users (nearly 1 million of whom are paid users) and is leveraged by nearly 100,000 companies ranging from Google and Netflix to the US General Services Administration. Work in Smartsheet revolves around “ Sheets ” that contain information about a specific project. Users can include a variety of project-related details within each sheet, such as a Description, Status, Due Dates, and which workers have been assigned to complete a task. Users can also Attach Files, Leave Comments, and Request Updates, among other things.
What applications does Smartsheet integrate with?
Integrations: Smartsheet integrates with a variety of Collaboration, Productivity, and Business applications , including Microsoft Teams, Google Workspace, Atlassian Jira, ServiceNow, and Salesforce. later in this article, you will learn about Smartsheet Salesforce Integration.
What is Smartsheet software?
One of those viable Work Management and Collaboration solutions is Smartsheet. Smartsheet is a Software as a Service offering for Collaboration and Work Management that uses a Tabular User Interface to Assign Tasks, Track Project Progress, Manage Calendars, Share Documents, and manage other work. Owing to these features, a Smartsheet Salesforce Integration makes absolute sense.
Why is Salesforce important?
Salesforce helps companies build a holistic view of their customers. As a result, companies generate more Leads, make more data-driven decisions and multiply their chances of success and growth. However, Salesforce Developers are not spared from the challenges that come along with the advantages of the platform. These range from managing the workflows to tracking team projects. The silver lining to these problems is External Work Management Systems that can be seamlessly integrated with Salesforce.
What is Salesforce account management?
Simplified Account Management: Salesforce enables companies to have a holistic view of their customers. It allows you to always have access to the Activity History, Customer Communication, Important Contacts, Internal Account Discussions, etc.
What is Salesforce dashboard?
Reports and Dashboards: Salesforce Dashboards provide a real-time and intuitive view of your business performance. It enables companies to view detailed reports that can be seamlessly accessed by any of the team members.
Create your own Integration
Connect Salesforce and Smartsheet the way you want. Start by selecting the trigger and action events listed here.
Run Workflows
Connect Salesforce and Smartsheet with your other apps and run workflows across them. Trigger workflows automatically when things happen in any of the apps.
Why Automate.io?
iPaaS products that connect multiple apps have been costly and complicated to use. Automate.io brings the same power to small businesses at economical price so you can automate away your tedious & repetitive tasks once and for all.
How to log in to Smartsheet?
From a web browser, navigate to the Connector login page and click Log In with Smartsheet.
Why use Salesforce Connector?
Use the Salesforce Connector to gain valuable insights from your sales data and drive the execution of work across teams. The Connector can automate and streamline a wide variety of business processes, including sales handoffs to professional services, pipeline review and forecasting, commissions calculation and approvals, and territory management.
What is Salesforce Connector User?
Salesforce Connector User —A unique user type to the integration. Can create workflows that sync information between Smartsheet and Salesforce.
What is Smartsheet system admin?
Smartsheet System Admin —Manage Connector Admins and Connector Users from the Smartsheet application. See the Managing Users article for more information. System Admins can also enable a setting to restrict access to the integration.
What is a connector in Salesforce?
The Connector respects the permissions granted to you in both the Salesforce or Service Cloud and Smartsheet applications. As a result, the Connector will be able to read, write, update, and delete data in accordance with the permissions granted to that person in both applications.
What is connector admin?
A Connector Admin (an account-level role unique to the Connectors, see Smartsheet for Salesforce Permission Types for more information).
How to remove connector users from Smartsheet?
Smartsheet System Admins and Connector Admins can also remove Connector Users by clicking the delete icon to the right of that person’s account information.
Why add filters to Salesforce?
These filters can help ensure that you sync only fields that pertain to a specific project, client, or employee, for example.
Can you give permission to collaborators on Smartsheet?
To prevent accidental changes to the sheet that could potentially cause sync issues between Smartsheet and Salesforce or Service Cloud, you can give Viewer permissions to collaborators on your sheet.
Can you see history in Smartsheet?
In Smartsheet, you can use the View History feature to see a record of changes that were made to a cell. For sheets that include data shared between Smartsheet and Salesforce or Service Cloud, the name of the user associated with the change will be the person who created the workflow.
What are the Smartsheet for Salesforce and Service Cloud Connectors?
You can use the Smartsheet for Salesforce and Service Cloud Connectors to synchronize data between Salesforce or Service Cloud objects and sheets in Smartsheet.
How often will this integration sync with Smartsheet and Salesforce or Service Cloud?
The integration polls Salesforce or Service Cloud at a configurable interval, at a default rate of every 30 seconds, at least once for each object type that is mapped—regardless of number of workflows.
How do I install the Connector?
Have your Salesforce or Service Cloud Admin and Smartsheet System Admin install the integration with the steps in the Salesforce and Service Cloud Connectors: Admin Setup article.
Can the integration support more than one Salesforce organization?
Yes, you can have multiple Salesforce or Service Cloud instances (organiz ations) at no additional cost. You can add more Salesforce or Service Cloud instances with the steps in our Salesforce and Service Cloud Connectors: Admin Setup article.
Who might be able to access or overwrite my data?
The Connectors respect the permissions you’ve set in both Smartsheet and Salesforce (or Service Cloud). Anyone that you’ve given permission to edit your data by logging in to Smartsheet, Salesforce, or Service Cloud will have that same access with the Connectors . See the following articles for more information on permissions in these applications:
How do I see what workflows have been created?
You can see all of your own workflows. If you’re a Smartsheet System Administrator, you can see every workflow created by users in your organization, regardless of who created them.
When I need help, what are my support resources?
You have access to comprehensive Help Center documentation on the Connectors:
