anchor.diff:  
   * Smartsheet user license.
   * Access to Salesforce sandbox or production instance.
  -* To access [Data Manager features](#data-manager---beta), you will need to have [Smartsheet for Salesforce](https://appexchange.salesforce.com/listingDetail?listingId=a0N30000003JSACEA4) version 2.2 or later installed.
  -
  -</br>
  -
  -**Smartsheet for Salesforce - Plans, Pricing, and Assistance:**
  -
  -After installing Smartsheet for Salesforce via the AppExchange, your users can start a <b>free 30-day trial</b> by launching Smartsheet from within Salesforce and creating their first sheet. If a user doesn't become licensed or upgrade their account after the trial expires, they will lose the ability to <b>create</b> sheets. They will continue to have access to sheets shared to them by other licensed users. 
  -
  -<aside class="notice">To find out more information on plans and pricing, please visit our <a href="https://www.smartsheet.com/pricing">Pricing</a> page. Smartsheet can be licensed for single or multiple users.</aside>
  -
  -Each Smartsheet account is tied to a user's email address. Any users on a Trial or Basic account can be added into a multi-user account at any time.
  +* To access the [Data Manager](#data-manager---beta) feature, you will need to have [Smartsheet for Salesforce](https://appexchange.salesforce.com/listingDetail?listingId=a0N30000003JSACEA4) version 2.2 or later installed.
  +
  +<br/>
  +
  +**Smartsheet - Plans, Pricing, and Assistance:**
  +
  +After installing Smartsheet for Salesforce via the AppExchange, your users can start a <b>free 30-day trial</b> of Smartsheet by launching Smartsheet from within Salesforce and creating their first sheet. 
  +The user's email address (in Salesforce) serves as their email address for their Smartsheet account. 
  +Any users on a Trial or Basic account can be can be absorbed into a multi-user or domain license at any time, should you choose to license Smartsheet for your organization.
  +
  +If a user is neither added to an existing license nor elects to upgrade their account before their trial expires, he or she will lose the ability to <b>create</b> sheets. 
  +They will continue to have access to sheets shared to them by other licensed users. 
  +
  +<aside class="notice">For information about Smartsheet plans and pricing, see our <a href="https://www.smartsheet.com/pricing">Pricing</a> page. Smartsheet can be licensed on a named user or domain-wide basis.</aside>
   
   <aside class="notice"><b>Note</b>: Smartsheet for Salesforce features are available with a paid Smartsheet subscription. <b>Only licensed users can create new sheets in Smartsheet</b>. All other users can link to and collaborate on sheets created by licensed users.</aside>
   
   # Support
   
  -To learn more about Smartsheet, review licensing options, or general support on the Salesforce integration, you have a few options:
  +To learn more about Smartsheet or review licensing options:
   
   * Visit our website at [www.smartsheet.com](https://www.smartsheet.com)
   * Browse our [help articles](http://help.smartsheet.com/)
   * E-mail [support@smartsheet.com](mailto:support@smartsheet.com)
   * Call us at (425) 283-1870
   
  -For technical issues, error messages, or to report potential bugs, please send us a detailed message at [api@smartsheet.com](mailto:api@smartsheet.com).
  -
  -**Here are some things you should include in a support request:**
  +For technical support of the Smartsheet for Salesforce app, please send us a detailed message at [api@smartsheet.com](mailto:api@smartsheet.com). 
  +If reporting an issue, please include the following in your message:
   
   * Screenshots of the error message
   * Exact steps to reproduce the error
  
positive.code: 
  # Getting the App
  
  First, you need to get the Smartsheet for Salesforce application from Salesforce.com’s AppExchange. Go to the [Smartsheet listing](http://appexchange.salesforce.com/listingDetail?listingId=a0N30000003JSACEA4) on Salesforce.com’s AppExchange.
  
  Click **Get It Now**:
  
  <img src="images/gettingTheApp/1goToListing.png"></br></br>
  
  <aside class="notice"><b>Note</b>: Please ensure you are logged in with your Salesforce <b>administrator</b> account using the Login or Register button in the page header.</aside>
  
  Select if you would like to install the Smartsheet for Salesforce application in your **Production** or **Sandbox** Salesforce environment:
  
  <img src="images/gettingTheApp/2getItNow.png"></br>
  
  # Terms and Conditions
  
  Read and accept the terms and conditions, and then click **Confirm and Install**:
  
  <img src="images/gettingTheApp/3confirmInstall.png"></br>
  
  # Install Smartsheet for Salesforce
  
  After redirecting, log into your Salesforce admin account and:
  
  1. Select **Install for All Users**
  2. Click **Install**
  
  <aside class="notice"><b>Note</b>: To view a list of permissions for the package, click on <b>API Access</b>.</aside>
  
  <img src="images/gettingTheApp/4install.png"></br>
  
  # Third-Party Access
  
  Select **Yes, grant access to these third-party web sites** option, and then click **Continue**:
  
  <aside class="notice"><b>Note</b>: This window does not appear if you are upgrading from an earlier version of the Smartsheet for Salesforce application.</aside>
  
  <img src="images/gettingTheApp/5approveThirdPartyAccess.png"></br>
  
  # Finish Installation
  
  Once the installation has completed, you will see a confirmation page. Click on **Done**:
  
  <img src="images/gettingTheApp/6installComplete.png">
  
  </br>
  
  NOTE: If you want to test or customize the Smartsheet Integration package before it is visible to end users, go to: 
  
  1. **Setup** > **Create** > **Objects**
  2. Click **Edit** next to the Smartsheet object
  3. Under **Deployment Status**, click **In Development**, and then click Save. 
  
  This prevents users who are not administrators from seeing the Smartsheet Integration features until you return and change the deployment status to Deployed. However, **as an administrator**, you will be able to see the Smartsheet object and related pages, and perform the necessary customization steps in the remainder of this document.
  
  # <span class="customTOCSectionHeading">Configuration</span>
  
  This section covers the process to configure Smartsheet within Salesforce. These steps are recommended in order to provide the best experience possible.
  
  # Custom Field Relationships
  
  Next, you must create a relationship between the Smartsheet object and other objects within Salesforce.com. This allows you to have a Smartsheet related list on another object.
  
  <aside class="notice"><b>Note</b>: You can skip this section if you want to relate Smartsheets only to the standard Account, Opportunity, Contact, or Case objects. The ability to link a Smartsheet to these objects is included by default.</aside>
  
  ## Custom Object Definition Detail
  
  1. Go to **Setup** > **Create** > **Objects**
  4. Click on **Smartsheet**
  
  You'll see this page:
  
  <img src="images/customFieldRelationships/1customObjects.png"></br></br>
  
  Under **Custom Fields & Relationships**, click **New**:
  
  <img src="images/customFieldRelationships/2smartsheet.png"></br></br>
  
  ## Create a Relationship
  
  Select the **Lookup Relationship** button, then click **Next** at the bottom of the page:
  
  <img src="images/customFieldRelationships/3customField.png"></br></br>
  
  From the **Related To** list, choose the object to which you want to link Smartsheets, then click **Next**:
  
  <aside class="notice"><b>Note</b>: in this example, we will use the "<b>Product</b>" object.</aside>
  
  <img src="images/customFieldRelationships/4chooseRelationship.png"></br></br>
  
  ## Filling in Label Information
  
  Fill in the **Field Label**, **Field Name**, and **Child Relationship Name** fields, then click **Next**:
  
  <aside class="notice"><b>Note</b>: It is recommended that you use the default values, which are the object name for the field label and field name, and "<b>Smartsheets</b>" for the child relationship name.</aside>
  
  <img src="images/customFieldRelationships/5newRelationship.png"></br></br>
  
  ## Field-Level Security
  
  Choose the appropriate field-level security for your new lookup field, then click **Next**:
  
  <aside class="notice"><b>Note</b>: This step and screenshot will only appear for <b>Enterprise Edition</b> or higher.</aside>
  
  <img src="images/customFieldRelationships/6newRelationship_2.png"></br></br>
  
  ## Confirm Settings
  
  Confirm the default settings, then click **Next**:
  
  <img src="images/customFieldRelationships/7newRelationship_3.png"></br></br>
  
  Accept or change the default related list label of **Smartsheets**, then click **Save**. You have now enabled the linking of Smartsheets to the selected object:
  
  <img src="images/customFieldRelationships/8newRelationship_4.png"></br></br>
  
  <aside class="notice"><b>Note</b>: Repeat steps 1-9 for each additional object where you want to add a Smartsheets related list. As mentioned earlier, <b>this is not necessary for the Account, Opportunity, Contact, or Case objects</b>.</aside>
  
  
  # Smartsheet-Related Lists
  
  This section covers adding a Smartsheets related list to the page layout(s) for standard Salesforce objects, or for custom objects.
  
  ## Edit Page Layout
  
  For a **standard** Salesforce object, go to:
  
  1. **Setup** > **Customize** > **Accounts** > **Page Layouts**
  5. Click **Edit** next to the page layout you want to change (e.g. Account (Sales) layout).
  
  For a **custom** object, go to:
  
  1. **Setup** > **Create** > **Objects**
  4. Click on the label for your custom object
  5. Click **Edit** next to the page layout you want to change.
  
  <img src="images/smartsheetRelatedLists/1edit.png"></br></br>
  
  Click **Related Lists** on the left side of the page header:
  
  <img src="images/smartsheetRelatedLists/2relatedLists.png"></br></br>
  
  Drag the **Smartsheets** related list from the list picker in the page header to an appropriate place in your page layout:
  
  <aside class="notice"><b>Note</b>: If this Smartsheets related list is already in the page layout, click on the Smartsheets list in the list picker to scroll to it in the page layout.</aside>
  
  <img src="images/smartsheetRelatedLists/3dragSmartsheets.png"></br></br>
  
  ## Related List Properties
  
  In the page layout:
  
  1. click the **wrench icon** next to the **Smartsheets** list you just dragged.
  2. In the **Available Fields** list, click **Description**, and then click the **Add button (right arrow)** to add it:
  
  <img src="images/smartsheetRelatedLists/4relatedListProperties.png"></br></br>
  
  1. Click the **+ (plus)** icon on the right side of the **Buttons** section to expand the Button properties. 
  2. Click **Link Existing Smartsheet** and **Launch Smartsheet** from the Available Buttons list
  3. Click the **Add button (right arrow)**
  
  Then:
  
  1. Click the **Launch Smartsheet** button in the **Selected Buttons** list
  2. Click the **Down button (down arrow)** to move it after the **Link Existing Smartsheet** button. 
  3. Then click **OK**
  
  <img src="images/smartsheetRelatedLists/5buttons.png"></br></br>
  
  Click **Save**.
  
  </br>
  
  ## Overwrite Users' Customizations
  
  You may be prompted to overwrite users’ personal related list customizations. Select **Yes** if you want the users to see the new Smartsheets related list you just added. 
  
  <aside class="notice"><b>Note</b>: If you answer <b>No</b>, users who have customized their related lists must manually add the Smartsheets related list.</aside>
  
  <img src="images/smartsheetRelatedLists/6overwrite.png"></br></br>
  
  **Repeat steps 1-9 for each page layout where you want to enable Smartsheet integration.**
  
  # Add to the Homepage (Optional)
  
  This is an optional step that gives your users an easy way to open Smartsheet by adding a Launch Smartsheet link to their Home Page sidebar.
  
  Under **Setup**:
  
  1. Select **Customize** > **Home** > **Home Page Layouts**
  4. Click **Edit** next to the home page layout you want to change
  
  <img src="images/homepage/1homePageLayouts.png"></br></br>
  
  </br>
  
  Select the checkbox for Smartsheet, and then click **Next**.
  
  <img src="images/homepage/2editHomePage.png"></br></br>
  
  </br>
  
  **Optional**: Reorder the Smartsheet component, then click **Save**:
  
  <img src="images/homepage/3reorderLayout.png"></br></br>
  
  </br>
  
  **If necessary, apply the same changes to other home page layouts.**
  
  
  # Hiding the Application & Tab
  
  Since Smartsheet for Salesforce is mainly used to link Smartsheets to other objects in Salesforce, we recommend following these steps to hide the Smartsheet for Salesforce application and Smartsheets tab from users.
  
  <aside class="notice"><b>NOTE</b>: This configuration is only available in Enterprise or Unlimited Editions of Salesforce. <b>Group</b> and <b>Professional Editions</b> do not have custom profiles enabled.</aside>
  
  To Hide the Smartsheet for Salesforce application and tab:
  
  Within **Administration Setup**, select:
  
  1. **Manage Users** > **Profiles**
  3. Click **Edit** next to whatever profile you are configuring.
  
  
  <img src="images/hiding/1userProfiles.png"></b></br>
  
  </br>
  
  
  1. Under **Custom App Settings**, clear the **Smartsheet** checkbox.
  2. Under **Tab Settings**, change the **Smartsheets** dropdown to **Tab Hidden**.
  3. Click **Save**
  
  <img src="images/hiding/2editProfile.png"></br></br>
  
  **Repeat these changes for other profiles as needed.**
  
  <aside class="notice"><b>Tip</b>: You can skip the tab setting change for non-custom profiles, since non-custom profiles can never see custom object tabs.</aside>
  
  
negative.code: * Are willing to invest the time in testing the software.
  * Are willing to provide feedback on usability, defects or performance.
  
  Current Smartsheet customers can apply to participate in the private beta (see [the next section](#private-beta-enrollment) for enrollment instructions). 
  
  ## Private Beta Enrollment
  
  <aside class="notice">Smartsheet users who belong to either an Enterprise account or Trial account <b>do not</b> need to enroll in the private beta. Access to the Data Manager feature of the Smartsheet for Salesforce app is enabled by default for these types of accounts.</aside>
  
  Smartsheet users who do not belong to an Enterprise account or Trial account can request access to the private beta by using the [online signup form](https://app.smartsheet.com/b/form?EQBCT=cecacfac4ecf46a2a3317f8cbd9fea48). 
  We will review your application and let you know whether you are a good fit for the private beta. 
  If approved, this will enable access to the Data Manager feature of the Smartsheeet for Salesforce app during its beta phase. **Public release will be limited to Enterprise accounts only.**
  
  ## Requirements
  
  * Smartsheet [user license](http://help.smartsheet.com/customer/portal/articles/520100-user-types#licenseduser).
  * Access to Salesforce sandbox or production instance.
  * [Smartsheet for Salesforce](https://appexchange.salesforce.com/listingDetail?listingId=a0N30000003JSACEA4) version 2.2 or later.
  
  ## <span class="customTOCSectionHeading">Installation - Beta</span>
  
  Version 2.2 (and higher) of the Smartsheet for Salesforce app includes the [Data Manager](#data-manager---beta) feature. 
  For information about installing the Smartsheet for Salesforce app, see [Installation](#installation).
  
  <aside class="notice">Smartsheet users belonging to an account type other than Enterprise or Trial must <a href="#private-beta-enrollment">enroll</a> in the private beta in order to access the Data Manager feature.</aside>
  
  ## <span class="customTOCSectionHeading">Configuration - Beta</span>
  
  The Smartsheet for Salesforce app (version 2.2 and higher) contains two sets of features:
  
  * The "legacy" features which allow linking sheets to standard or custom objects (via related lists). **These "legacy" features are production quality and are not the focus of the private beta program - they have not changed and continue to work as before**. If you are interested in using these features, your Salesforce administrator must follow the [Installation](#installation) and [Configuraton](#configuration) instructions as described earlier in this documentation. 
  
  * The "Data Manager" feature is a brand new set of capabilities that enables **data export to Smartsheet**, **data import from Smartsheet**, and **two-way manual data updates**.  The Data Manager feature is available via a [private beta program](#private-beta) that is designed to provide our customers with early access to these new capabilities so that they can test-drive them and provide feedback to Smartsheet.  No additional configuration is required to enable the Data Manager.
  
  ## Accessing Data Manager
  
  <aside class="notice">Once the Smartsheet for Salesforce app is installed in your Salesforce instance, you <b>do not</b> need to be a Salesforce administrator to use it.</aside>
  
  Navigate to the app menu and select **Smartsheet** from the dropdown:
  
  <img src="images/screenshots/platformSmartsheet.png" /><br/><br/>
  
  That will immediately take you to the Smartsheet Data Manager tab:
  
  <img src="images/screenshots/dataManager.png" /><br/><br/>
  
  ## Accepting the User Agreement
  
  