How to connect smartsheet to salesforce


  1. Connect both Smartsheet and Salesforce by authenticating them on platform.
  2. Choose Salesforce and select one of its events as a “trigger” that’ll start the automation.
  3. Select an “action” event from Smartsheet which will run every time the trigger event occurs.
  4. Map the data fields between Salesforce and Smartsheet using the drag-drop interface.

Table of Contents

What is the best email integration with Salesforce?

What Is Salesforce Integration?

  • Salesforce Integration Processes. …
  • App-based Salesforce Integration. …
  • Code-based Salesforce Integration. …
  • Different Ways To Integrate Salesforce. …
  • Business Logic Integration. …
  • User Interface Integration. …
  • Data Integration. …
  • Salesforce Integration Checklist
  • Extensive Planning. …
  • Understanding Both The Applications. …

More items…

How do I integrate with Salesforce?

  • xxxyyyzzzz (no punctuation) – this is the preferred entry since it’s displayed in Salesforce formatted
  • xxx-yyy-zzzz
  • (xxx)yyy-zzzz

How to set up a Salesforce integration?

  • On the Manage App page, click ‘Edit Policies’
  • Navigate to the ‘IP Relaxation’ dropdown menu
  • Select ‘Relax IP Restrictions’
  • Then click ‘Save’ at the bottom of the page
  • Now, back on the Connected Apps page, click the App name ‘Blink’
  • On the page that appears, your Consumer Key and Consumer Key will be shown

More items…

What are the best apps to integrate with Salesforce?

What are the Best Apps to Integrate with Salesforce

  1. Marketo. Marketo is a marketing automation tool that helps companies to manage leads, gain access to sales insights, understand revenue cycle and also engage in social marketing.
  2. WordPress. WordPress is an important content management system which is used by a number of businesses to host and run their websites.
  3. SAP Business Suite. …
  4. Microsoft Dynamics. …

More items…


Can you link Smartsheet to Salesforce?

You can use the Smartsheet for Salesforce and Service Cloud Connectors to synchronize data between Salesforce or Service Cloud objects and sheets in Smartsheet.

What is the Smartsheet in Salesforce?

The Smartsheet for Salesforce Connector gives all of your teams real-time visibility into Salesforce data through a two-way data synchronization. This allows teams to automate critical processes like the hand-off from sales to services, pipeline review and forecasting, and making bulk updates.

What is a Salesforce connector?

Salesforce connector is Gainsight’s premium tool which enables Salesforce Customer Relationship Management (CRM) users to connect to Gainsight. Once Salesforce CRM is connected with Gainsight, users can sync their SFDC data with Gainsight. You can sync data from any SFDC object to Gainsight Standard or Custom objects.

What is Smartsheet connector?

The Smartsheet Live Data Connector provides industry-standard connectivity via ODBC to the third-party apps you use most, such as Tableau, Excel, QlikView / Qlik Sense, Tibco Spotfire, and more. This allows you to deliver powerful data visibility and insights with your Smartsheet data via the tools you already use.

What can Smartsheet API do?

The API is a powerful tool for developers that helps ensure a combination of secure data management, automation through webhooks, and the ability to scale Smartsheet throughout your company.

How do I integrate in Salesforce?

When we talk about integration, it means to create a connection between a specific Salesforce instance and another database or system. The connection could be inbound, outbound, or bi-directional, and you may be connecting to another database, another Salesforce instance, or another cloud-based data source.

How do I use a data connector in Salesforce?

0:576:53Data Connector for Salesforce – YouTubeYouTubeStart of suggested clipEnd of suggested clipSo you can see here that we have a sheet already open let’s go ahead and open up the add-on. If youMoreSo you can see here that we have a sheet already open let’s go ahead and open up the add-on. If you don’t have the add-on already installed you can get it from the get add-ons menu.

Is Salesforce Connect free?

The price of Salesforce Connect depends on the data source and starts with a subscription of USD 4000/month. It is available for both the Enterprise and Unlimited editions of Salesforce.

Is Smartsheet a CRM?

I would hands down recommend Smartsheet. I have been a user for over 7 years and I absolutely think this is the best CRM/ spreadsheet out there. It is easy to use, easy to understand, and easy to make it do all the heavy lifting for you.

What is Smartsheet control center?

Smartsheet Control Center is a project and portfolio management tool that builds on the core value of Smartsheet to deliver consistency and visibility at scale by automating project creation, aggregating portfolio reporting, and managing change.

How long is Smartsheet training?

And to show you how easy it is to get your team up and running with Smartsheet, we’ve put together a simple five-day crash course. Each day you and your colleagues will complete one task in Smartsheet and after just one work week, you’ll see an increase in productivity, collaboration, and communication.

How do I create a dynamic view in Smartsheet?

Start a new viewSign in to Dynamic View with your Smartsheet credentials.In the upper-right area of the screen, select Create View. You will see the available sheets and reports you can use to create new Dynamic Views.Select the item you want to create your view from, and then select Create.

How to log in to Smartsheet?

From a web browser, navigate to the Connector login page and click Log In with Smartsheet.

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.

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).

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 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 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.

What is Salesforce Visual Workflow?

Workflow and Approvals: With Salesforce Visual Workflow, companies can quickly design and automate business processes by leveraging the drag-and-drop functionality that can be used to drive success with flexible approval processes for Expenses, Customer Discounts, Trial Periods, and more.

What is smartsheet filter?

Smartsheet Filters. You have the option to add filters to control the rows that sync to objects in Salesforce or Service Cloud. You can use these filters to better regulate the records that sync back to your object.

How to keep Salesforce records together?

Define row groups in your workflow to keep your Salesforce or Service Cloud records together as parent and child tasks in Smartsheet. Create row groups to have your workflow organize your Salesforce records by the options of a specific field, such as the Stages of an Opportunity (such as Closed Won, Closed Lost, Needs Analysis), without having to manually move them around in your sheet after they sync.

What is group by in Salesforce?

In Group by, you can select an existing Salesforce or Service Cloud field or type a new value to group records as they sync to your sheet. The Group by will determine the Primary column value of the parent rows in your sheet. For example, when you Group by the Stage of an Opportunity, parent rows are created in your sheet for each stage (such as Closed Won, Closed Lost, Needs Analysis)

Why do you save and refresh your sheets?

Since you’ll be working across two applications, the opportunities for synchronization errors are increased as more people collaborate. To help minimize the risk of sync issues, save changes and refresh your sheets as you make updates. Saving and refreshing frequently will ensure that others see your changes and that they’re synced to Salesforce or Service Cloud and Smartsheet according to the workflows you’ve set up.

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.

How to create a filter in Salesforce?

To create Salesforce or Service Cloud filters: Click add field to populate the list of available object fields, and then select one of them to create the filter . Use the dropdown to select the condition of the filter. For example: equals, contains, is blank.

How many workflows can you create in Saleforce?

You can only create one Saleforce workflow per sheet.

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.

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.


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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:

When I need help, what are my support resources?

You have access to comprehensive Help Center documentation on the Connectors:

Is there an additional support fee?

There is no additional fee for technical support with the Connectors. If you encounter any issues with the integration, contact Smartsheet Support.


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