Use the Smartsheet for Salesforce Connector to create workflows to sync, one way or bi-directionally, information between Salesforce and Smartsheet. Once you’ve set up the Connector, you can use it 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.
|The Smartsheet for Salesforce Connector is available as a premium offering. For more information about features and benefits, see Work Smarter with Salesforce and Smartsheet. For information about pricing and purchasing, please contact our sales team.|
This article provides information on the latest Smartsheet for Salesforce integration. If you're looking for information in the legacy Smartsheet Links integration with Salesforce, check out the setup guide.
In this article:
Log in to Smartsheet for Salesforce
Before you Begin: Requirements
Smartsheet for Salesforce Admin Permissions
Set Up a Connection Between Salesforce and Smartsheet
Manage Connector Access and Workflow Permissions
Create and Edit Workflows
Adjust the Polling Frequency
After you purchase the Smartsheet for Salesforce Connector, you’ll use the following URL to log in and create sync workflows:
To set up the Smartsheet for Salesforce Connector, you must be an administrator in the Salesforce application or at least have the following permissions in the Salesforce application:
- API Enabled
- View Setup and Configuration
- View All Data
You must also have the following permissions in Smartsheet:
- A System Admin in Smartsheet. (See the User Types article for more information.)
- A Connector Admin (an account-level role unique to the Smartsheet for Salesforce Connector, see Smartsheet for Salesforce Permission Types for more information).
- From a web browser, navigate to the Smartsheet for Salesforce login page and click Log In with Smartsheet.
- When you are prompted to allow access to your Smartsheet account, click Allow.
- Click the menu icon in the upper-left corner of the page and select Account Admin.
- Click Register new Salesforce organization > Salesforce Organization.
The Salesforce Login page will appear.
- Log in to your Salesforce account (if you're not already logged in) and click Allow when prompted.
Congratulations! That’s it. You should now be on the Account Admin page where you’ll have access to all the tools you need to create and manage workflows between Smartsheet and the Salesforce instance to which you’ve just connected.
The name of your Salesforce organization will be displayed on the Account Admin page.
See the Smartsheet help article on Creating and Editing Workflows for details on making workflows that synchronize data between Smartsheet and Salesforce.
What you can do in the Connector depends on what restrictions have been enabled, as well as the permissions that you have on items in both Smartsheet (sheet sharing permissions) and Salesforce (object read/write permissions).
Connector Workflows Respect Application Specific Permissions
The Connector respects the permissions granted to you in both the Salesforce 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.
For example, if the person that created a workflow in the Connector does not have permission to edit a specific object’s data when they are in the Salesforce application, the workflow that they create can’t edit that object’s data through the Connector.
Smartsheet System Admins and Connector Admins can control who has access to the Connector. A Smartsheet System Admin must enable a setting to restrict access to the Connector, such that only certain users may create and edit their own workflows.
TIP: Connector users will be able to modify Smartsheet and Salesforce data through Connector workflows they’ve created. Because of this, System Admins and Connector Admins may want to limit access to only those people in the organization with a strong working knowledge of both the Smartsheet and Salesforce applications.
To enable the setting to restrict access to the integration:
- Sign in to the Smartsheet for Salesforce integration (https://connectors.smartsheet.com/c/salesforce) with your Smartsheet credentials.
- Click the menu icon in the upper-left corner of the page and select User Management.
- Check the checkbox next to Restrict which users can access the Smartsheet for Salesforce integration.
The email address of anyone who has previously created workflows will be added automatically to the list of users that are allowed to access the Connector. If needed, you can restrict their access to the Connector by removing their email address from this list.
- Add the email address of anyone that you want to have access to the Connector.
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.
Any users removed from the list will no longer be able to create or edit their own workflows.
NOTE: If someone who was removed from the access list had previously created workflows, their workflows will still be active for up to 10 minutes. After this time, they will become automatically disabled.
If you’re a Smartsheet System Admin, you can also manage Salesforce Connector Admins and Salesforce Users in the Smartsheet application. For more information on managing users from the Smartsheet application, please refer to the Managing Users article.
Three types of user can interact with the Smartsheet for Salesforce Integration:
- 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.
- Salesforce Connector Admin—A unique user type to the integration that can establish a connection between a Salesforce Organization and the Connector. If a Smartsheet System Admin enables the restrict access listsetting, Salesforce Connector Admins can also control who can use the Connector. See Manage Who Can Access the Connector for information on the restrict access list.
- Salesforce Connector User—A unique user type to the integration. Can create workflows that sync information between Smartsheet and Salesforce.
Features by Permission Type
Use this chart as a reference for features based on the types of users that can access the Smartsheet for Salesforce integration.
|Smartsheet System Admin||Salesforce Connector Admin||Salesforce Connector User|
|Create workflows in Smartsheet for Salesforce||Yes*||Yes*||Yes|
|Edit their own workflows||Yes*||Yes*||Yes|
|Disable their own workflows||No||No||Yes|
|See everyone's workflows||Yes||Yes||No|
|Disable anyone's workflows||Yes||Yes||No|
|Make someone a Salesforce Connector User||Yes||Yes||No|
|Make someone a Salesforce Connector Admin||Yes||No||No|
|Enable the Restrict Access setting||Yes||Yes||No|
|Add people to the Restrict Access list (after restrictions have been enabled)||Yes||Yes||No|
*Smartsheet System Admins and Connector Admins can create and edit their own workflows if the restrict access list feature is disabled. If the restrict access list is enabled, they must have the Connector User role. See Manage Who Can Access the Connector for more information on the restrict access list.
Adjust the Polling Frequency to Prevent Rate Limit Errors
Admins can set the polling frequency for requests made between Smartsheet and Salesforce through the Connector. The Salesforce application has a limit to the number of times information can be automatically updated per minute. If these limits are exceeded, enabled workflows will return errors and won’t synchronize information until:
- The Salesforce limit is removed
- The polling frequency is set to a longer interval such that the limit isn’t met
NOTE: Workflows will keep attempting to synchronize data, meaning you won’t need to take further action after the Salesforce limit is removed or the poll frequency is adjusted.
Receive Rate Limit Notifications from the Salesforce Application
To learn how to create custom API Usage notifications within Salesforce, see the Salesforce Help documentation. With API Usage notifications, Admins in the Salesforce application can create notifications that will be sent to a selected set of users when specified API call thresholds have been met.
Set the Polling Frequency
To change the polling frequency within Smartsheet for Salesforce:
- Select the menu in the upper-left corner, and then select Account Admin.
- Next to your organization, select Preferences on the right side to open the Polling Frequency panel.
You can then set a specific rate in seconds for all workflows within your organization to help prevent your workflows from exceeding the request limitations.
Relationship Fields and Salesforce Rate Limits
Salesforce uses 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).
IMPORTANT: When you create workflows in Smartsheet for Salesforce that map these fields, the Connector must check that object and all of its related objects. This multiplies the amount of requests made depending on the number of objects related to the mapped field. Adjusting the polling frequency to make fewer requests can prevent potential rate limit errors.
Now that the Smartsheet for Salesforce integration has been set up, check out our article on Creating and Editing Workflows for details on the synchronization process between the two systems.