SheetRocks Solution Overview

What is SheetRocks?

SheetRocks is a native spreadsheet application that powers spreadsheet-in-the-loop workflows for enterprise organizations. It brings the familiar power and flexibility of spreadsheet applications directly into cloud platforms, eliminating the friction and security risks associated with traditional Excel-based workflows.

Core Value Proposition

SheetRocks addresses three critical challenges facing enterprise organizations:

1. Enhanced Security

The Problem with Traditional Spreadsheets:

• Sensitive data scattered across hundreds of Excel files
• Files stored on local laptops and unmanaged drives
• Email attachments with confidential information
• Difficulty enforcing data governance policies
• No audit trail of who accessed or modified data

The SheetRocks Solution:

• All data remains within your platform boundaries
• No data exported to external systems or third-party services
• Leverages enterprise-grade platform security infrastructure
• Comprehensive audit trails through platform logging
• Centralized access control through platform permissions

2. Workflow Reproducibility

The Problem with Traditional Spreadsheets:

• Inconsistent processes across teams and individuals
• Difficult to standardize and maintain workflows
• Prone to formula errors and manual mistakes
• Hard to onboard new team members
• Lack version control and best practices

The SheetRocks Solution:

• Templates that canonicalize implementation of key workflows
• One-click launch from platform record pages
• Standardized processes across your entire organization
• Easy to share and maintain best practices
• Version control through platform infrastructure

3. Streamlined Processes

The Problem with Traditional Workflows:

• Time-consuming data exports from platforms to Excel
• Manual copy-paste between systems
• Hours spent preparing spreadsheets for analysis
• Risk of data staleness and errors
• No real-time collaboration

The SheetRocks Solution:

• Instant launch from any record - no manual exports
• Linked sheets with bidirectional syncing to platform data
• Real-time collaboration with team members
• Always up-to-date with platform data
• Save hours on every workflow

Architecture

SheetRocks is built as a native application within cloud platforms, ensuring:

• Zero External Dependencies - All code runs within the platform
• No Third-Party API Calls - Complete data isolation
• Native Security Model - Leverages platform permissions and sharing
• Real-time Performance - Optimized for cloud execution

Technology Stack

SheetRocks adapts to each platform's native technologies:

• Frontend: Modern component frameworks (Lightning Web Components for Salesforce, React for WordPress-based platforms, etc.)
• Backend: Platform-native server-side code (Apex for Salesforce, PHP for WordPress/WooCommerce)
• Formula Engine: Custom calculation engine with 150+ functions
• Data Storage: Platform-native objects and databases

Key Features

Comprehensive Formula Support

SheetRocks includes 150+ spreadsheet functions across multiple categories:

• Math & Statistical: SUM, AVERAGE, MEDIAN, STDEV, etc.
• Financial: NPV, IRR, PMT, FV, PV, etc.
• Text: CONCATENATE, LEFT, RIGHT, MID, FIND, etc.
• Date/Time: TODAY, NOW, DATE, YEAR, MONTH, etc.
• Logical: IF, AND, OR, NOT, IFS, SWITCH, etc.
• Lookup: VLOOKUP, HLOOKUP, INDEX, MATCH, FILTER, etc.
• Array: SORT, UNIQUE, TRANSPOSE, MAP, REDUCE, etc.

Advanced Capabilities

COL Syntax - Reference entire columns for dynamic operations:

=FILTER(A:F, COL[D] = "Active")

Lambda Functions - Powerful data transformations:

=MAP(A1:A10, COL[1] * 2)
=SUMIF(E:E, COL[D] = "Paid")

ONCE and ONCHANGE - Control recalculation:

=ONCE(NOW())  # Evaluates only once
=ONCHANGE(RAND(), A1)  # Recalculates when A1 changes

TAGS Function - Convert tables to interactive JSON:

=TAGS(A1:C3)  # Creates interactive tag pills from table data

Linked Sheets

Linked sheets provide bidirectional syncing with platform data:

• On-demand sync - Refresh data when needed
• Two-way updates - Push changes back to the platform
• Relationship support - Navigate related records
• Query builder - Select fields and apply filters

Templates and Sharing

Create reusable templates for common workflows:

• Private workbooks - Save work for personal use
• Team templates - Share standardized workflows organization-wide
• One-click launch - Start from templates or platform records
• Version control - Track changes and updates

Use Cases

Financial Analysis

• Budget planning and forecasting
• Variance analysis
• Cash flow projections
• Financial modeling

Sales Operations

• Pipeline analysis
• Commission calculations
• Territory planning
• Quota management

Data Analysis

• Ad-hoc reporting
• Data exploration
• Trend analysis
• What-if scenarios

Workflow Automation

• Approval processes
• Data validation
• Bulk operations
• Complex calculations

Platform Integrations

SheetRocks integrates deeply with multiple platforms:

Salesforce

• Lightning Web Components
• Native Salesforce objects for storage
• Apex controllers for server-side logic
• Lightning App Builder for page layouts
• Salesforce sharing and permissions

Learn more about Salesforce integration →

WordPress & WooCommerce

• Native WordPress plugin architecture
• WooCommerce REST API integration
• WordPress roles and capabilities
• Direct database integration for performance

Additional Platforms

SheetRocks is available or coming soon to:

• Shopify
• Gravity Forms
• HubSpot
• ServiceNow
• And more

Security Model

SheetRocks implements a comprehensive security model:

Data Isolation

• All data stored in platform-native databases
• No external API calls or third-party services
• Complete data sovereignty within your platform

Access Control

• Three sharing modes: Ephemeral, Saved (private), Templates (shared)
• Leverages platform permissions and roles
• Object-level and field-level security
• Row-level sharing rules

Audit and Compliance

• Full audit trail through platform logging
• Change tracking for all modifications
• Compliance with platform security standards

Performance

SheetRocks is optimized for real-time performance:

• Instant calculations - Optimized formula engine
• Efficient syncing - Only transfer changed data
• Client-side rendering - Responsive UI updates
• Lazy loading - Load data as needed

Getting Started

Ready to start using SheetRocks? Check out these resources:

• Getting Started Guide - Learn the basics
• Formula Reference - Explore all available functions
• Recipes - See practical examples
• Platform-Specific Guides - Integration documentation

Support

Need help? We're here for you:

• Email: [email protected]
• Documentation: Browse this documentation site
• In-App Help: Click the help icon in SheetRocks

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SheetRocks - Bringing the power of spreadsheets to modern cloud platforms.