To take advantage of Smartsheet's Salesforce integration features, Smartsheet must be installed from the AppExchange. An installation guide is available for Salesforce admins on our AppExchange listing page.
Here's an overview for users looking to access Smartsheet from within Salesforce.
Single Sign-On from Salesforce
You can access Smartsheet from Salesforce via single sign-on without needing to enter separate Smartsheet login information. You can also login to Smartsheet from outside of Salesforce via our login page. If you wish to sign in to Smartsheet from outside of Salesforce and need to set up a separate password, you can set it up using our Reset Password link.
Link Smartsheet to Salesforce Accounts, Contacts, Opportunities, or Cases
Once Smartsheet for Salesforce has been installed from AppExchange, you will see a Smartsheets list on a Salesforce account, contact, opportunity or case (unless your Salesforce admin only enabled a subset of these). From this list you can create a new Smartsheet to link to, select an existing Smartsheet to link to or simply launch the Smartsheet application.
Create New Smartsheet from Salesforce
By clicking on the New Smartsheet button, you can create a new sheet from within Salesforce that will be linked to the account, contact, opportunity or case from which you started.
- Name the new sheet
- Select the template you'd like to start with (e.g., Project with Gantt, Task list, Blank Sheet)
- Enter a description (optional)
- Open the new sheet - this will take you to a new browser tab with the new sheet open in the Smartsheet application
- A link to the new sheet will now be displayed in the Smartsheets list on your Salesforce account, contact, opportunity, or case from which you started
Link to Existing Smartsheet from Salesforce
By clicking on the Link Existing Smartsheet button, you can link to one of the sheets you've already created in Smartsheet.
- Select the sheet you want to link
- Open the sheet (if you want to view it) or go back to the account, contact, opportunity or case to see that the sheet has been linked
Open Smartsheet from Salesforce
Once a Smartsheet has been linked to a Salesforce account, contact, opportunity or case, it can be opened by clicking on the sheet name and then on the Open Smartsheet button.
Edit, Delete, Rename
- Clicking on the Edit link to the left of a Smartsheet link in Salesforce will enable you to edit the Name and Description of the link. Please note that these edits only apply to the link - a name change will not be reflected in Smartsheet. You will need to open Smartsheet to rename the sheet. Also, if you have linked to the same sheet from multiple places in Salesforce, edits to one link will not be reflected in the other links.
- Clicking on the Delete link to the left of a Smartsheet link in Salesforce will delete that link in Smartsheet, but will not delete the sheet in Smartsheet. You will need to open Smartsheet to delete the sheet. Also, if you have linked to the same sheet from multiple places in Salesforce, deleting one link will not delete the others.
Sharing with Salesforce users and external parties
- Please note that sharing in Smartsheet is separate from Salesforce. A Salesforce user must be shared to a sheet from within Smartsheet (using the Sharing tab at the bottom of the sheet) to be able to open/view/edit the sheet. If the sheet is not shared to the user in Smartsheet, they may see a link to the Smartsheet in Salesforce, but will receive a message when they click on the link that they do not have permission to open the sheet.
- Smartsheet can be shared easily and securely with external parties who are not Salesforce users. The external party will only see the sheet(s) you have shared to them in Smartsheet. They will have no links back in to Salesforce.
