Applies to

Bridge by Smartsheet

Salesforce Bridge integration

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

PLANS

  • Bridge by Smartsheet

Prerequisites


Set up the Salesforce integration in Bridge

You must create a new Connected App in your Salesforce account and take note of the Consumer Key (Client ID) and Consumer Secret (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. Select Continue in the new window.
  4. In the Setup tab, expand the Connected App section.
  5. Set the Consumer Key (Client ID) and Consumer Secret (Client Secret) from your Salesforce Connected App.

    Brandfolder Image
    Set up Salesforce integration in Bridge

Why is the Bridge Callback URL not working?

If your Salesforce instance was installed prior to September 2022, you may need to use an alternate callback URL: https://system.converse.ai/api/settings/oauth/oauth2callback

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