Salesforce

Work Smarter with Salesforce and Smartsheet

Smartsheet for Salesforce enables powerful collaboration capabilities for sales teams to organize, update, and share customer information with internal and external team members. Data is automatically synchronized whether edited in Smartsheet or Salesforce, ensuring all stakeholders are viewing the most up-to-date information.

Smartsheet for Salesforce is a premium capability available for additional fees to customers with Team, Business, and Enterprise plans.

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Increase Productivity

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

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Collaboration Made Easy

Collaboration and sharing across Salesforce and non-Salesforce users is no longer a manual process of exporting data to spreadsheets. Include links to relevant sheets within Salesforce objects, or connect project sheets from Smartsheet to Salesforce accounts, contacts, opportunities, or cases to facilitate real-time collaboration. All data is updated in real-time and shared across the relevant teams.

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Automate Workflow

Link standard and custom Salesforce objects to existing or new sheets in Smartsheet to auto-synchronize in both directions, and enable you to better manage pipeline reviews, track commission payout calculations, plan new territory assignments, and more. This increased workflow automation saves time by eliminating effort spent re-keying data and ensures that both systems always reflect the most current status.

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Administrative Controls

Salesforce Administrators can add Smartsheet for Salesforce from the the AppExchange and make the app available to all users or just certain groups. Users can login with their Smartsheet credentials to provide seamless, secure access to accounts from anywhere, on any device.