Smartsheet for Salesforce

A powerful combination of online project management and CRM

Try Smartsheet for Free
Gantt Chart View Easy Access from Salesforce Internal & External Collaboration

Project Management

Track projects, task lists and other types of work in Smartsheet.

Easy Access from Salesforce

Link Smartsheet projects to key Salesforce customer records.

Internal & External Collaboration

Share project sheets and attached files with anyone inside or outside your Salesforce account.
  • Import from Microsoft Project or Excel
  • Tasks and sub tasks (multiple-levels)
  • Gantt Chart, Grid and Calendar view options
  • Task dependencies
  • Customizable project fields
  • Branded colors & logo
  • Single sign-on from Salesforce
  • Create new project sheets from Salesforce
  • Link to existing project sheets
  • Access key project sheets from any Salesforce object, including accounts, contacts, opportunities and custom objects
  • Secure sharing with robust permission model
  • File sharing & discussion tracking
  • Automatic alerts & reminders
  • Send status reports via email (ad hoc or scheduled)
  • View history of changes



See the Smartsheet listing in the Salesforce AppExchange.

Smartsheet Project Management for Salesforce AppExchange

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