Managing Salesforce and Service Cloud Connector workflows

Applies to

Smartsheet Advance Package

Smartsheet System Admins (SysAdmins) see workflows all users on their team have created, in addition to their own.

Dashboard Page

Other user types don’t have that capability. However, anyone who owns workflows can manage workflows from the Dashboard.

To manage workflows

  1. In the upper-left area of the page, select the Menu icon
  2. To see the list of workflows you’ve created, select Dashboard.
  3. Select Settings, and choose any of these options:
    • Edit Workflow: Go back to the workflow wizard to make changes to the workflow
    • Rename Workflow: Change the workflow title
    • Disable/Enable Workflow: Stop or start the workflow automation
    • Delete Workflow: Remove the workflow from the Dashboard
      You can undo this action, and you won’t have an option to recover deleted workflows.

Find and fix sync errors

You can use the following resources to find and resolve workflow errors:

  • Run History: Go to this page to see a count of the number of sync errors for a workflow and the error message with the issue details. See the Run History section below for more troubleshooting information.
  • Error Report Emails: When issues occur, the workflow owner and the person who edited the field or workflow row that caused the issue will receive an email.
  • Sync Error column: Check this column in Smartsheet to review a message on rows with a sync issue.
    Any sheet associated with a Salesforce or Service Cloud object should have this column.

 

Use Run History to troubleshoot sync errors

After creating a workflow, you can go to the Run History page to see the following:

  • Sync history
  • Any errors that occurred

To go to the Run History page:

  1. In the upper-left area of the page, select the Menu icon.
  2. To view the list of workflows, choose Dashboard.
  3. To go to the Run History page of a workflow, in the Last Run column, select the timestamp.

You can then click the timestamp under Last Run of a specific run instance to see any error messages.

Last Run