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Mashmatrix Sheet

Simplify your Salesforce® Data Entry with Spreadsheet UI

Overview

See How Mashmatrix Sheet Works

  • *Mass-Edit with Copy & Paste* - Copy-and-paste is a powerful shortcut in Mashmatrix for creating and updating large amounts of data. It is also possible to import data from a local Excel sheet into Salesforce®, just like you would in Excel sheets.

  • *Multiple Objects in One Screen* - You can easily enter information that spans multiple object relationships, since the records of related objects can be displayed in the related sheet in the split screen.

  • *Embeddable in Salesforce® Page* - Mashmatrix's sheet component can be embedded in Saleforce®'s record detail page as a highly functional replacement for the related list.

[Mass-Edit with Copy & Paste] Copy-and-paste is a powerful shortcut in Mashmatrix for creating and updating large amounts of data. It is also possible to import data from a local Excel sheet into Salesforce®, just like you would in Excel sheets. [Multiple Objects in One Screen] You can easily enter information that spans multiple object relationships, since the records of related objects can be displayed in the related sheet in the split screen. [Embeddable in Salesforce® Page] Mashmatrix's sheet component can be embedded in Saleforce®'s record detail page as a highly functional replacement for the related list. [Mass-Action by Lightning Flow] Mashmatrix has an action feature that launches Lightning Flow and passes the selected records in the sheet for mass processing. [Recurring Data Management] The matrix transformation feature of Mashmatrix allows you to transform the time series data such as forecasts or revenues in child relationships, aligning them horizontally, and view and edit them in a grid table.

Categories

Business Needs
Productivity
Industries
Horizontal Product
Engineering, Construction, & Real Estate
Financial Services
Personas
Administrator
Business Operations Manager
Sales Representative / Manager
Features
Native App
Built exclusively on the Salesforce Platform, ensuring reliability and performance.
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Community Builder
Ready to use in the Salesforce Community Builder.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Native App
No Limits
Lightning Ready
Community Builder
Managed Package

More from Mashmatrix, Inc.

  • by Mashmatrix, Inc.
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    This package is for Professional Edition users. Please refer to the following URL for application details ⇒https://tiny.cc/GetMsmxSheetEn (This package is the same as the above link, except it can be installed in Professional Edition orgs)
  • by Mashmatrix, Inc.
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    Ignite your insights with natural-language reporting in Mashmatrix Sheet, powered by Agentforce.