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# The Spreadsheet for Salesforce

A powerful, familiar spreadsheet engine built natively for Salesforce.

[Install Now →](https://appexchange.salesforce.com/appxListingDetail?listingId=56c51d6d-fc4e-43ba-99f1-e32a774b466b&tab=e)

|  | 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    |

## Perfect for You

Designed for operators, analysts, and anyone who works with Salesforce data daily.

### Easy data entry

Fast keyboard-driven workflows directly inside Salesforce—no exports, no switching tools.

### Scrappy analytics

Quick breakouts, formulas, aggregations, and pivots without ever leaving your org.

### Fast, 1-click launch

Instantly open spreadsheet-powered workflows from Salesforce records or tabs.

## See SheetRocks in Action

From data entry to advanced templates in under 90 seconds

Your browser does not support the video tag.

## And Your Team

Governance, security, and operational consistency—without adding another external platform.

### Secure

All data stays inside Salesforce (no exfiltration, no external spreadsheets, no permission drift).

### Governable

Centrally-managed templates ensure consistent, controlled workflows across teams.

### Easy admin

No separate platform to configure or manage—SheetRocks uses your existing Salesforce roles, users, and auth.

## Why SheetRocks?

A fast, flexible, familiar spreadsheet to upgrade your Salesforce workflows.

### Break Free from the 4-Object Reporting Limit

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.

20+
Joins

### Bulk Edit Beyond the 200-Record Limit

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.

10k
Records

### Skip Data Loader Entirely

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.

100%
Compatibility

### Analyze Across Any Objects

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.

150+
Functions

### Formula-Based Data Cleanup

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.

Zero
Data Loss

### Instant Analytics Across Your Org

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.

50ms
Analytics

fx

="Powerful Spreadsheet UX" & "Native Integration"

Spreadsheet Features

150+ functions

Filtering, sorting, analytics

Familiar shortcuts

Copy/paste, Undo/redo

And much more

Native Features

Data stays on-platform

Intuitive query builder

Bidirectional sync to Salesforce objects

Custom team templates

Automatic role & permission alignment

## Pricing

### Standard

$30 / user / mo

- Free forever in sandbox
- Unlimited usage
- Unlimited templates
- Onboard through the Salesforce Marketplace

[Install from AppExchange](https://appexchange.salesforce.com/appxListingDetail?listingId=56c51d6d-fc4e-43ba-99f1-e32a774b466b&tab=e)

### Premium

Let's Talk

- Volume discounts for larger teams
- Enterprise-grade support
- Tailored guidance for complex workflows
- Contact support@sheet.rocks

## Frequently Asked Questions

### Is SheetRocks for Salesforce Secure?

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.

### What Functions Are Supported?

Hundreds—documented inside the in-app help center. Coverage includes: Logic, Text manipulation, Data shaping & cleaning, Finance, Array + advanced operations, and SheetRocks-specific utilities.

### How Does Syncing Work?

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.
