Smartsheet for Salesforce Connector

Smartsheet for Salesforce Connector

Enable teams to easily update and share information between platforms with the Salesforce Connector

About this course

By the end of this course, learners will be able to:

  • Setup the Smartsheet for Salesforce Connector
  • Build a Smartsheet for Salesforce workflow
  • Map fields from Salesforce to columns in Smartsheet
  • Filter Salesforce records or Smartsheet rows from syncing through the Connector
  • Group rows in Smartsheet based on sheet criteria

Curriculum

  • About the Smartsheet for Salesforce Connector
  • Setup your Smartsheet for Salesforce Connector
  • Connector Setup
  • Create your first Smartsheet for Salesforce Workflow
  • Introduction
  • Workflow Settings
  • Map Salesforce Fields to Smartsheet Columns
  • Filter Options for Salesforce Records and Smartsheet Rows
  • Automatically Group Rows in Smartsheet
  • Activate Your Workflow
  • Additional Resources
  • Wrap-up
  • Salesforce Connector Course Evaluation

About this course

By the end of this course, learners will be able to:

  • Setup the Smartsheet for Salesforce Connector
  • Build a Smartsheet for Salesforce workflow
  • Map fields from Salesforce to columns in Smartsheet
  • Filter Salesforce records or Smartsheet rows from syncing through the Connector
  • Group rows in Smartsheet based on sheet criteria

Curriculum

  • About the Smartsheet for Salesforce Connector
  • Setup your Smartsheet for Salesforce Connector
  • Connector Setup
  • Create your first Smartsheet for Salesforce Workflow
  • Introduction
  • Workflow Settings
  • Map Salesforce Fields to Smartsheet Columns
  • Filter Options for Salesforce Records and Smartsheet Rows
  • Automatically Group Rows in Smartsheet
  • Activate Your Workflow
  • Additional Resources
  • Wrap-up
  • Salesforce Connector Course Evaluation