A powerful, familiar spreadsheet engine built natively for Salesforce.
Try instantly →| Account | Stage | Amount | Close Date | |
| 1 | Acme Corp | Negotiation | $125,000 | 2025-01-15 |
| 2 | TechStart Inc | Closed Won | $89,500 | 2024-12-20 |
| 3 | Global Systems | Proposal | $310,000 | 2025-02-01 |
| 4 | DataFlow LLC | Qualification | $67,200 | 2025-01-28 |
Designed for operators, analysts, and anyone who works with Salesforce data daily.
Fast keyboard-driven workflows directly inside Salesforce—no exports, no switching tools.
Quick breakouts, formulas, aggregations, and pivots without ever leaving your org.
Instantly open spreadsheet-powered workflows from Salesforce records or tabs.
Governance, security, and operational consistency—without adding another external platform.
All data stays inside Salesforce (no exfiltration, no external spreadsheets, no permission drift).
Centrally-managed templates ensure consistent, controlled workflows across teams.
No separate platform to configure or manage—SheetRocks uses your existing Salesforce roles, users, and auth.
A fast, flexible, familiar spreadsheet to upgrade your Salesforce workflows.
Salesforce reports max out at 4 related objects with a 15-field row limit. SheetRocks linked sheets let you join data across 20+ tables with VLOOKUP, FILTER, and array formulas—no custom report types or admin bottlenecks required.
Salesforce list views cap bulk edits at 200 records with restricted field support. SheetRocks displays up to 10k records with seamless scrolling, letting you apply formula-based updates across any field type instantly—no Data Loader complexity.
Data Loader requires CSV formatting, field mapping, external IDs, and technical expertise. SheetRocks eliminates CSV entirely—edit data directly with instant validation and seamless sync. Zero import failures, zero encoding issues.
Need to join Opportunities, Accounts, Contacts, and Campaign data? Custom report types require admin support and days of work. SheetRocks linked sheets let you VLOOKUP and FILTER across any objects instantly with full formula power.
Standardizing names, phone formats, and addresses across thousands of records with Data Loader risks data loss. SheetRocks lets you apply Excel formulas (PROPER, TRIM, text functions) directly to live Salesforce data with preview before sync.
Complex Salesforce reports can take 10+ seconds to load. SheetRocks formulas calculate instantly across your entire dataset with sub-second recalculation—filter, pivot, and analyze without waiting for report refreshes.
$30 / user / month
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Yes. Your data never leaves your Salesforce org. Workbook data is stored entirely in Salesforce. Sync changes back to underlying objects anytime. All existing Salesforce roles and permissions are respected automatically.
Hundreds—documented inside the in-app help center. Coverage includes: Logic, Text manipulation, Data shaping & cleaning, Finance, Array + advanced operations, and SheetRocks-specific utilities.
Two sheet types: Standard Sheets—behave like traditional spreadsheet tabs, and Linked Sheets—backed by a query with controlled constraints. A sync operation pushes updates, handles conflicts cleanly, and pulls fresh Salesforce data.



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