Smartsheet for Salesforce Connector

Smartsheet for Salesforce Connector

Not currently available

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