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Mashmatrix Sheet Agent Extension

Turn Natural Language into Live, Editable Salesforce Spreadsheets

Overview

Ignite your insights with natural-language reporting in Mashmatrix Sheet, powered by Agentforce.

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  • Ask, See, Act – Type a natural-language question, and get a live spreadsheet of exactly the data you need.

  • Agentforce Intelligence – AI-powered prompts interpret your request and build the right Mashmatrix Sheet view automatically.

  • Spreadsheet Editing Power – Modify data inline, perform bulk updates, and use copy-and-paste operations with Salesforce records.

  • Flexible Query Refinement – Adjust filter conditions right in the sheet without starting over.

  • Seamless Salesforce Integration – Works inside Salesforce, respecting your org’s data model, permissions, and security settings.

Bring the power of Agentforce AI into your Salesforce data management workflow with the Mashmatrix Sheet Agent Extension. This extension lets users simply ask for the data they want — in plain language — and instantly get a Mashmatrix Sheet view tailored to their request. The Agentforce-powered agent understands the user’s intent, determines the right Salesforce data to retrieve, and builds a spreadsheet-style interface for immediate review and action. From there, users can: - Confirm and refine the query conditions directly in the sheet view - Perform inline edits, bulk updates, and copy-and-paste operations - Enjoy the familiar spreadsheet experience while working with live Salesforce data With AI-guided data retrieval and Mashmatrix Sheet’s powerful editing capabilities, teams save time, reduce clicks, and work with Salesforce data more intuitively than ever before.

Categories

Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Agentforce
Agentforce solutions are customizable, conversational, AI assistants. They boost Salesforce user productivity in a safe way by facilitating everyday business interactions across a wide range of workflows and tasks. Learn More
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Agentforce
Managed Package

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