Enable teams to easily organize, update, and share Salesforce information.

Data automatically syncs across platforms to ensure all stakeholders are viewing the most up-to-date information. 

[With Smartsheet for Salesforce] people have more room for innovation and the ability to tackle projects that will help the department and overall company.

Emily Tam, Director of IT and Infrastructure, Borrego Solar Systems

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Key features

Increase productivity

Increase the productivity of your sales team and improve visibility – without changing the way they work. Synchronize your Salesforce data to Smartsheet to make bulk changes, set criteria for real-time alerts, and more.

Streamline collaboration

Collaboration and sharing across Salesforce and non-Salesforce users is no longer a manual process of exporting data to spreadsheets. All data is updated in real-time and shared across teams.

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Automate workflows

Eliminate redundant steps and enable your teams to better manage pipeline, track commission payouts, plan territories, and more with auto-synchronization between Salesforce and Smartsheet.

Additional Resources

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