Salesforce集成—值得吗?

lisarae723
lisarae723 ✭✭✭✭✭
编辑06/14/22 在添加插件和集成

大家好!

我们目前使用Salesforce, Quip和Smartsheet，但是我们还没有添加集成来同步它们。有谁能告诉我集成的巨大优势是什么?视频链接有点模糊，我需要提供一些好的理由，如果Salesforce中有新的机会，除了自动提醒之外。你的想法呢?

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  • 内森•劳埃德
    内森•劳埃德 员工
    编辑02/23/19

    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
    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。

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类别

You will have to get an admin of Teams to allow the Smartsheet for Teams app in the admin console of Teams.<\/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":[]},{"discussionID":106358,"type":"question","name":"Remove Reply in Smartsheet Button from Comment Notification","excerpt":"Hello, I use the Comments of the Sheet to communicate with other people regarding the Requests we have in the Sheet. The comment notification that is sent automatically when a user has mentioned another user in a comment is very useful. However, I would like to remove the \"Reply in Smartsheet\" button that is shown at the…","categoryID":321,"dateInserted":"2023-06-13T10:55:28+00:00","dateUpdated":"2023-06-13T10:55:37+00:00","dateLastComment":"2023-06-15T12:45:57+00:00","insertUserID":160277,"insertUser":{"userID":160277,"name":"moraki","url":"https:\/\/community.smartsheet.com\/profile\/moraki","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-15T11:23:42+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":91566,"lastUserID":91566,"lastUser":{"userID":91566,"name":"Genevieve P.","title":"Community Manager","url":"https:\/\/community.smartsheet.com\/profile\/Genevieve%20P.","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/KHY4Y67W0VRX\/nF76D5N9MFB28.png","dateLastActive":"2023-06-15T18:01:22+00:00","banned":0,"punished":0,"private":false,"label":"Employee Admin"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":4,"countViews":39,"score":null,"hot":3373489285,"url":"https:\/\/community.smartsheet.com\/discussion\/106358\/remove-reply-in-smartsheet-button-from-comment-notification","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106358\/remove-reply-in-smartsheet-button-from-comment-notification","format":"Rich","tagIDs":[219,441,510],"lastPost":{"discussionID":106358,"commentID":380749,"name":"Re: Remove Reply in Smartsheet Button from Comment Notification","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/380749#Comment_380749","dateInserted":"2023-06-15T12:45:57+00:00","insertUserID":91566,"insertUser":{"userID":91566,"name":"Genevieve P.","title":"Community Manager","url":"https:\/\/community.smartsheet.com\/profile\/Genevieve%20P.","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/KHY4Y67W0VRX\/nF76D5N9MFB28.png","dateLastActive":"2023-06-15T18:01:22+00:00","banned":0,"punished":0,"private":false,"label":"Employee Admin"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Using Smartsheet","url":"https:\/\/community.smartsheet.com\/categories\/using-smartsheet"},{"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B"}],"groupID":null,"statusID":3,"image":{"url":"https:\/\/us.v-cdn.net\/6031209\/uploads\/YS8LARGCN51D\/comment.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"comment.png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-14T12:27:37+00:00","dateAnswered":"2023-06-14T12:14:50+00:00","acceptedAnswers":[{"commentID":380442,"body":"

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. Trying to figure out if there's a way to send a multiple-row update request that allows the requestee to submit one row update at a time, save along the way, and\/or use the update request link multiple times vs. the requestee having to provide every row update before clicking submit.…","categoryID":321,"dateInserted":"2023-06-13T20:49:40+00:00","dateUpdated":null,"dateLastComment":"2023-06-14T15:59:53+00:00","insertUserID":162342,"insertUser":{"userID":162342,"name":"mgreenwalt","title":"coordinator","url":"https:\/\/community.smartsheet.com\/profile\/mgreenwalt","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-14T15:22:47+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":8888,"lastUser":{"userID":8888,"name":"Andrée Starå","title":"Smartsheet Expert Consultant & Partner | Workflow Consultant \/ CEO @ WORK BOLD","url":"https:\/\/community.smartsheet.com\/profile\/Andr%C3%A9e%20Star%C3%A5","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/0PAU3GBYQLBT\/nXWM7QXGD6464.jpg","dateLastActive":"2023-06-15T15:29:26+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":45,"score":null,"hot":3373449573,"url":"https:\/\/community.smartsheet.com\/discussion\/106398\/is-there-a-way-to-send-a-multiple-row-update-request-that-allows-multiple-as-you-go-submissions","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106398\/is-there-a-way-to-send-a-multiple-row-update-request-that-allows-multiple-as-you-go-submissions","format":"Rich","tagIDs":[446],"lastPost":{"discussionID":106398,"commentID":380525,"name":"Re: Is there a way to send a multiple-row update request that allows multiple (as-you-go) submissions?","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/380525#Comment_380525","dateInserted":"2023-06-14T15:59:53+00:00","insertUserID":8888,"insertUser":{"userID":8888,"name":"Andrée Starå","title":"Smartsheet Expert Consultant & Partner | Workflow Consultant \/ CEO @ WORK BOLD","url":"https:\/\/community.smartsheet.com\/profile\/Andr%C3%A9e%20Star%C3%A5","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/0PAU3GBYQLBT\/nXWM7QXGD6464.jpg","dateLastActive":"2023-06-15T15:29:26+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Using Smartsheet","url":"https:\/\/community.smartsheet.com\/categories\/using-smartsheet"},{"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-14T15:22:45+00:00","dateAnswered":"2023-06-13T22:19:44+00:00","acceptedAnswers":[{"commentID":380402,"body":"

Hi @mgreenwalt<\/a> <\/p>

I hope you're well and safe!<\/p>

Here's a possible workaround or workarounds <\/strong><\/p>