Salesforce集成—值得吗?
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内森•劳埃德 员工你好,
我很高兴看到你正在考虑为Smartsheet使用Salesforce连接器!如果您的组织大量使用Salesforce和Smartsheet，那么Salesforce连接器是一个很好的补充，原因有很多。
Salesforce连接器可以以多种方式使用，以便在新的Salesforce机会出现时提高团队的执行力。以下是一些建议:
- 配置警报，不仅在新机会出现时触发，而且随着机会的发展而触发
- 建立报告来跟踪机会的进展或汇总和总结销售
- 构建仪表板，将您的销售数据可视化并呈现给您的团队，或提供即将进行和正在进行的项目的高级概述
一般来说，Salesforce连接器允许您在Salesforce实例中获取所有关键的销售数据，并利用Smartsheet的各种执行工具集来改进您的工作方式。
如果您有时间，我建议您观看我们在2018年Engage的Salesforce Connector演示。本文深入介绍了一个使用Salesforce连接器的Smartsheet客户的演示文稿。请看下面的链接:
请参阅下面可用的帮助中心文档:
如果您有任何其他问题，请不要犹豫，通过下面的链接联系我们的销售团队。他们很乐意回答您的任何问题:
希望这对你有帮助!
亲切的问候,
内森
内容支持
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Cleversheet ✭✭✭✭✭✭@Nathan劳埃德，您为Engage 18演示提供的链接指向一个标记为私密的YouTube视频。你能告诉我如何查看它，或者类似的东西来说明Smartsheet Salesforce集成的用例吗?和Lisa Rae一样，我也想向内部管理层解释为什么两个平台友好相处是件好事。我怎样才能证明他们每个人在组织中都有重要的地位，而不是被视为互不相容的竞争对手?
@lisarae723你最终能把集成卖出去吗?结果如你所愿吗?
谢谢,所有。
类别
Hi @moraki<\/a> <\/p> There currently isn't a way to remove the Reply button or the reply-to email function for @mentions in Smartsheet. (Here's the Help Article on this functionality: Using @mentions in comments<\/a>)<\/p> Please submit your feature request to the Product team by creating an Idea Post<\/strong> in the Smartsheet Product Feedback and Ideas topic<\/a> here in the Community. This will allow other users to vote on your enhancement idea!<\/p> Cheers,<\/p> Genevieve<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[{"tagID":219,"urlcode":"Sheets","name":"Sheets"},{"tagID":441,"urlcode":"comments-and-conversations","name":"Comments and Conversations"},{"tagID":510,"urlcode":"email-notifications","name":"Email Notifications"}]},{"discussionID":106398,"type":"question","name":"Is there a way to send a multiple-row update request that allows multiple (as-you-go) submissions?","excerpt":"New user and new to the community. 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