Smartsheet Salesforce Connector overview and FAQs

Yes. The Smartsheet Salesforce Connector is a paid premium offering. Learn more about the features and benefits.

No. Although the connector isn't part of the core application, it's operated according to the same policies, procedures, and security practices as the rest of Smartsheet and subject to the same security protocols, uptime, and service levels.

The Smartsheet Salesforce Connector is available in the Commercial Smartsheet US instance. While the Smartsheet Salesforce Connector is available for use in the EU-hosted version of Smartsheet, it's not currently supported within Smartsheet Gov. 

• To import Salesforce data into the Smartsheet Gov instance, consider exploring Data Shuttle
• Check out our comparison articles to learn more about the differences between Commercial Smartsheet and Smartsheet Gov or Smartsheet Regions

If you've purchased the Smartsheet Salesforce Connector, follow the steps in Connection setup to initialize the connection between Smartsheet and your Salesforce environment.

Yes. You need a Salesforce license to create the connection between the Smartsheet and Salesforce instance and any workflows between elements in Smartsheet and Salesforce. However, you don’t need a Salesforce license to utilize the Salesforce data once it has been ported into Smartsheet via the Connector.

The connector is compatible with all versions of Salesforce that support API access, including:

• Performance
• Enterprise
• Unlimited
• Developer
• Professional

Yes. You can have a connection created to one Salesforce organization and one sandbox environment. 

No. Each sheet can only support one connector workflow. If you need to bring together disparate Salesforce objects (for example, Opportunities and Campaigns), it’s recommended that you bring them into separate sheets in Smartsheet. From there, you could combine those data sets using a report or formulas (like INDEX MATCH) based on a unique identifier (such as Owner ID or Account ID.)

All standard and custom objects in Salesforce within the Sales and Service modules can be used. Once you select an object while setting up a workflow with one of the connectors, you'll see any standard and custom fields on that object and all fields from related objects, as long as the related object has a maximum of one record.

Note that fields on related objects are read-only. Also, most fields can be synced in both directions, provided the workflow owner has the appropriate permissions in Salesforce.

Third-party fields are unsupported and the connector doesn’t support attaching syncing.

No. When creating the workflow, you can decide which fields are synced, bi-directional, or one-way syncs, and in what direction the data is syncing. For example, from Salesforce to Smartsheet only or vice-versa.

Yes. If the workflow is configured to sync data to Salesforce, Salesforce records can be created from within Smartsheet.

1. When building your workflow, ensure the Sync new rows created in Smartsheet to Salesforce option has been selected.

2. Once the workflow with required fields has been created, enter the information into a new row (or with a form) in Smartsheet and save the sheet.

The next time your Salesforce Connector workflow syncs, you'll see newly created records in Salesforce. In the sheet, you'll see the new Record ID with a hyperlink to that record in Salesforce.

You can always see any workflows you've created. If you’re a Smartsheet Salesforce Admin, you can see every workflow created by users in your organization, regardless of who created them. For steps to view and manage workflows, check out Create workflows with the Smartsheet Salesforce Connector.

The Smartsheet Salesforce Connector syncs information between systems with API calls to both applications. A baseline number of API calls will be used, regardless of any updates made between systems. The connector polls Salesforce at a configurable interval, at a default rate of every 30 seconds, at least once for each mapped object type—regardless of the number of workflows.

To change the rate of polling, follow the steps in Polling frequency.

• Smartsheet Help Center Articles
• Smartsheet University Training *
• Pro Desk *
• Smartsheet Support

*These resources are dependent on your plan support type.

Before creating a workflow, you must sign in to the Salesforce Connector with your credentials. This ensures that the security permission imposed on your Salesforce account (via profiles) will be enforced when you use the Smartsheet Salesforce Connector.

Smartsheet can accept any data type in any cell, although cells can be configured for specific data types. If a data type is entered into a Smartsheet cell incompatible with the field it is mapped to in Salesforce, an error will appear in the row indicating a data type mismatch.

For more information on the different types of data Smartsheet can accept, check out our Column types article.

Connectors workflows will be deactivated when they attempt to sync data after a user is downgraded to Viewer or No Access from the True Up page. To have the workflows re-enabled, the user’s role must be upgraded to Editor+, or the workflows must be transferred to another user with the appropriate permissions.