Software Details
- Salesforce Connector
- Create reports and dashboards
- Generate project assets
- Visualize sales and pipelines data
- Control syncing of information
Know your gear
The Smartsheet Salesforce Connector helps you visualize your sales and pipeline data, make informed decisions, and coordinate your sales and implementation teams for efficient, successful delivery of your products and services.
Create reports and dashboards in Smartsheet for more Salesforce visibility across your organization.
Control the syncing of information — both one-way and two-way — between Salesforce and Smartsheet for each field (including the creation of new records), for better automated workflows.
Improve the process of customer delivery by quickly generating project assets with Salesforce data.
Reduce scope creep and duplicated requirement gathering by linking project plans with the information already gathered during the sales cycle.
Create reports and dashboards in Smartsheet for more Salesforce visibility across your organization.
Control the syncing of information — both one-way and two-way — between Salesforce and Smartsheet for each field (including the creation of new records), for better automated workflows.
Improve the process of customer delivery by quickly generating project assets with Salesforce data.
Reduce scope creep and duplicated requirement gathering by linking project plans with the information already gathered during the sales cycle.