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SheetRocks for Salesforce

Native Salesforce Spreadsheet for Data Entry, Analytics, Finance and More

Overview

SheetRocks powers spreadsheet-in-the-loop workflows from within Salesforce–without your data ever leaving. Enjoy a familiar and powerful spreadsheet within Salesforce, enhanced with two-way sync, powerful templating, and more.

See How SheetRocks for Salesforce Works

Seamless Data Entry
150+ Standard Functions
Comprehensive Formatting
Two-way Data Sync up to 10k Records
Familiar Shortcuts
All your data stays in Salesforce
Build and deploy templates across your organization
Import and Export XLSX and CSV Files
Launch full workflows from 1-click from record pages

SheetRocks is a native spreadsheet component built on top of the Salesforce platform. Optimized for powering spreadsheet-in-the-loop workflows in finance, insurance, marketing, and more, SheetRocks combines the powerful and familiar spreadsheet user experience enhanced with reliable bidirectional data synchronization to underlying Salesforce objects. Enjoy the power of a spreadsheet: • Streamlined data entry with all your favorite shortcuts • Standard formula syntax with 150+ standard functions • Compelling presentation with comprehensive formatting and conditional formatting • Sorting, filtering, copy / paste, undo / redo, and other beloved spreadsheet features • Import and export XLSX and CSV formats Enhanced with native Salesforce capabilities: • Create, read and update Salesforce on demand, up to 10k records • Graceful error handling, conflict resolution and more. • Does not rely on any 3rd party systems or platforms: all your data stays in Salesforce • All actions bound to the Salesforce security settings for a given user • Save templates to your organization to build 1-click reusable workflows