©2018. All Rights Reserved.Smartsheet Inc. Patents and Patents Pending.smartsheet.com(844) 324-2360Last Updated: April 18, 2018

Real-time Visibility Across the OrganizationSales organizations need a better way to work. Smartsheet is the best way to plan, capture, manage, automate, and report on work, enabling teams to move from idea to impact — fast. With the Smartsheet for Salesforce connector, your organization is enabled with powerful collaboration capabilities for sales teams to organize, update, and share customer information with internal and external team members, so you can close deals faster and win more business.

Smartsheet for Salesforce Connector

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©2018. All Rights Reserved Smartsheet Inc. Patents and Patents Pending.

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OverviewSmartsheet for Salesforce Connector

Automate WorkflowEliminate redundant steps and enable your teams to better manage pipeline, track commission payouts, plan territories and more with the auto-synchronization of data between your work management system and CRM.

Streamline CollaborationCollaboration and sharing across Salesforce and non-Salesforce users is no longer a manual process of exporting data to spreadsheets. With the Smartsheet for Salesforce connector, all data is updated in real-time and shared across teams throughout the organization.

Increase ProductivityIncrease the productivity of your sales team without changing the way they work. Synchronize your Salesforce data to Smartsheet to make bulk changes using the intuitive interface. Your Smartsheet data is automatically synchronized back into Salesforce, to give everyone greater visibility.

Smartsheet, Inc.

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Settings Fields Salesforce filters

Create a new workflow

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Account ID

Account Name

Account ID (Text/Number)

Account Name (Contact L...)

Account Phone (Text/Nu...)Account Phone

Billing City

Billing State

Assignee

Priority

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add field

Resolution

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Billing City (Text/Number)

Billing State (Text/Number)

Owner (Contact List)

Priority (Text/Number)

Resolution (Text/N...) New!

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ContinueBack

FieldsMap Salesforce fields to sheet columns

Sheet filters Run options

For more information check out smartsheet.com/salesforce. Smartsheet for Salesforce is a premium capability available for additional fees to customers with Team and Enterprise plans.