Smartsheet Professional Services
Salesforce Connector Configuration Service
Combine the power of Smartsheet with unparalleled expertise from thousands of successful engagements. Let Smartsheet Professional Services get you started fast with a tailored solution built on our leading best-practices
Overview
With the Smartsheet’s Salesforce Connector, data automatically syncs across platforms to ensure all stakeholders are viewing the most up-to-date information. With this Salesforce Connector Configuration service, we will configure a Salesforce Connector solution starting with creating a new sheet or modifying an existing sheet to be synced with your Salesforce Connector capability. We then guide you in the setup of a Salesforce Connector workflow to import or export data to/from your sheet. Your solution also includes a report to summarize relevant data. This package is ideal if you need training and support in the configuration of your Salesforce Connector capability, including setting up your workflows. At the end of this engagement you will have the skills and training needed to manage your Salesforce Connector solution. This package can be an add-on service to other Smartsheet Professional Service offerings.
The expected timeline to complete this package is within 10 business days.
This Configuration Service includes:
What does this engagement look like?
What to expect:
Professional Services delivers each project using a phased approach. Delivering against this methodology ensures the team can quickly understand your vision and processes, build the solution, deploy, train, and provide guidance for ongoing support and optimization to maximize the value.
Engagement Objectives & Activities
Phase | Objectives | Activities |
|---|---|---|
| ALIGN | Ensure project alignment to your key business outcomes. |
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| DESIGN | Understand your team’s current process and needs. Define requirements leading to your future state process and solution design. |
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| DEVELOP | Build and refine your solution through iterative sprints and hands-on testing. |
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| ENABLE | Empower your team to own the solution through knowledge transfer to end users and solution administrators. |
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| DEPLOY | Solution launch supported by our delivery team to ensure solution success and adoption. |
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Engagement Timeline: 5-10 business days
Engagement Activities and Timeline
Typical Duration (5-10 business days)
Preparing for the Engagement:
Prior to Kick off:
- Work with your Salesforce System Administrator to establish the initial connection between Smartsheet and your Salesforce instance. Follow the steps outlined in this help article. Note: Completing this step prior to kickoff will allow us to get started quickly. This is a required step before you can begin using the connector.
- Identify your Key Decision Maker and Solution Admin
- Your Key Decision Maker is the individual who ultimately approves the solution design process and functionality. The Solution Admin is the person who will own the maintenance and make updates post-release.
- Internally align on your business goals and the objective of this engagement.
- Gather relevant materials that outline your current process; examples could include process or requirements documents and/or templates.
- Come prepared to discuss your timeline. Understanding your dependencies, constraints, and preferred go-live dates will allow us to work together to formulate a plan.
- Explore Smartsheet University, Onboarding Videos, and Smartsheet Help to strengthen your knowledge of the platform. Reach out to your Account Team for more information and access.