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SheetRocks for Salesforce
by SheetRocks, Inc.SalesforcePaid
Manage Salesforce records in a spreadsheet interface with formulas, templates, and two-way synchronization.
PRICINGPaid
DEPLOYMENTCloud
CATEGORYFinance
UPDATED ON MARKETPLACE
What it does
SheetRocks adds a spreadsheet interface to Salesforce Platform for creating, reading, and updating Salesforce records. It supports spreadsheet formulas, formatting, sorting, filtering, copy and paste, undo and redo, and import and export of XLSX and CSV files. Data can synchronize in both directions with Salesforce objects for up to 10,000 records, with error handling and conflict resolution. Templates can be saved to an organization and launched from Salesforce record pages.
Key capabilities
from the Salesforce AppExchange listingSalesforce record editing
Creates, reads, and updates Salesforce records from the spreadsheet interface.
Two-way data sync
Synchronizes spreadsheet data with Salesforce objects for up to 10,000 records.
Spreadsheet formulas
Provides standard formula syntax with more than 150 standard functions.
Spreadsheet operations
Supports sorting, filtering, copy and paste, undo and redo, and spreadsheet shortcuts.
File import and export
Imports and exports XLSX and CSV files.
Reusable templates
Saves templates to an organization for reusable workflows launched from Salesforce record pages.
Salesforce access controls
Binds actions to the Salesforce security settings for each user.
Use cases
- Finance, insurance, and marketing teams can use spreadsheet-based workflows connected to Salesforce objects.
- Organizations can launch reusable spreadsheet workflows from Salesforce record pages.
In the catalog
295 plugins in Salesforce Platform · Finance
Price distribution: 53 free, 14 freemium, 228 paid
Pricing & deployment
Platform
Salesforce
Product
Salesforce Platform
Deployment
Cloud
Pricing
Paid
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What the vendor says
«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 …»