Salesforce Integration Overview

Applies to

Bridge by Smartsheet

For more information about plan types and included capabilities, see the Smartsheet Plans page.

With the Salesforce integration in Bridge you can control and retrieve records. 

Set up the Salesforce integration

You will need to create a new Connected App in your Salesforce account and take note of the Client Id and Client Secret.

Once you have this information you can register the Salesforce extension in Bridge.

  1. Navigate to the Integrations page in Bridge. 
  2. Click on the Salesforce image to start the set up.
  3. Click Continue in the new window.
  4. In the Setup tab, expand the Connected App section.
  5. Set the Client Id and Client Secret from your Salesforce Connected App

Set up Salesforce Integration in Bridge