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Mashmatrix Sheet
Simplify your Salesforce® Data Entry with Spreadsheet UI
Overview
"Mashmatrix Sheet" empowers you to quickly navigate, visualize, and manage Salesforce® data across multiple objects from spreadsheet-like interface. You’ll get clean and up-to-date data every time.
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 ProductEngineering, Construction, & Real EstateFinancial Services
- Personas
- AdministratorBusiness Operations ManagerSales Representative / Manager
- FeaturesNative AppBuilt exclusively on the Salesforce Platform, ensuring reliability and performance.No LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Community BuilderReady to use in the Salesforce Community Builder.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- Native AppNo LimitsLightning ReadyCommunity BuilderManaged Package