SheetRocks for Salesforce

Overview

SheetRocks for Salesforce is a native managed package that brings powerful spreadsheet capabilities directly into your Salesforce org. This guide covers Salesforce-specific installation, configuration, and integration details.

Installation

Prerequisites

• Salesforce Enterprise or Unlimited Edition
• System Administrator profile
• Lightning Experience enabled

Install from AppExchange

1. Visit the SheetRocks listing on AppExchange
2. Click "Get It Now"
3. Choose your org (production or sandbox)
4. Approve third-party access (required for managed packages)
5. Select installation for "All Users" or specific profiles
6. Wait for installation to complete (typically 5-10 minutes)

Post-Installation Setup

After installation, configure SheetRocks:

1. Assign Permission Sets

   • Navigate to Setup → Permission Sets
   • Assign "SheetRocks User" permission set to users

2. Add to Lightning Pages

   • Open Lightning App Builder
   • Add "SheetRocks" component to record pages
   • Save and activate the page

3. Configure Sharing Settings

   • Review object sharing for Workbook__c
   • Default: Private (only owner can access)
   • Templates: Org-wide read-only sharing

Salesforce Architecture

Custom Objects

SheetRocks uses the following custom objects:

Workbook__c

• Stores workbook metadata and serialized data
• Fields: Name, Description, IsTemplate__c, OwnerId
• Sharing: Private by default, templates are shared org-wide

Lightning Web Components

sheetrocksElement

• Main spreadsheet interface component
• Embeddable on any Lightning page
• Supports record context for linked sheets

Apex Classes

All Apex classes use with sharing to enforce Salesforce security:

• WorkbookController - CRUD operations for workbooks
• LinkedSheetController - Query and sync Salesforce data
• TemplateController - Template management

Security Model

SheetRocks respects Salesforce security at multiple levels:

1. Object-Level Security

   • CRUD permissions on Workbook__c object
   • Enforced through permission sets

2. Field-Level Security

   • All field access respects FLS settings
   • Queries include WITH SECURITY_ENFORCED

3. Record-Level Security

   • Private sharing model for workbooks
   • Templates use controlled sharing
   • Owner-based access control

Key Features in Salesforce

Linked Sheets

Connect spreadsheets to Salesforce objects with bidirectional syncing:

Creating a Linked Sheet:

1. Click "Linked Sheets" in the toolbar
2. Select a Salesforce object (Account, Opportunity, etc.)
3. Choose fields to include
4. Apply filters if needed
5. Click "Create"

Syncing Data:

• Pull Changes: Refresh data from Salesforce
• Push Changes: Save modifications back to Salesforce
• Auto-sync: Configure automatic refresh intervals

Supported Objects:

• Standard objects (Account, Contact, Opportunity, etc.)
• Custom objects (with appropriate permissions)
• Related records via lookup/master-detail relationships

Record Page Integration

Launch SheetRocks directly from Salesforce records:

1. Add SheetRocks component to Lightning page
2. Component automatically detects record context
3. Create linked sheets with record filters pre-applied
4. Quick access to record-specific templates

Templates

Create and share standardized workflows:

Creating Templates:

1. Build a workbook with formulas and formatting
2. Click "Save As Template"
3. Enter template name and description
4. Template becomes available org-wide

Using Templates:

1. Click "New from Template"
2. Browse available templates
3. Select and launch
4. Work with a copy (template remains unchanged)

Template Use Cases:

• Commission calculators
• Budget planning sheets
• Sales forecasting models
• Data validation workflows

Formulas with Salesforce Data

SheetRocks formulas work seamlessly with Salesforce data:

Reference Linked Sheet Data:

=FILTER(AccountSheet!A:F, COL[4] = "Active")
=SUMIF(OpportunitySheet!COL[Amount], OpportunitySheet!COL[Stage] = "Closed Won")

Dynamic Calculations:

=IF(AccountSheet!A2 = "", "No Data", AccountSheet!A2)
=VLOOKUP(B2, ContactSheet!A:C, 2, FALSE)

TAGS for Lookups:

=TAGS(PICK(ContactSheet!A:F, "Id", "Name", "Email"))

This creates interactive contact tags with Id, Name, and Email fields.

Permissions and Access

Permission Sets

SheetRocks User

• Read/Write access to Workbook__c
• Access to Apex classes
• Use Lightning components

SheetRocks Admin (optional)

• All User permissions
• Manage templates
• View all workbooks

Sharing Rules

Private Workbooks:

• Only owner can access
• Can be manually shared with specific users

Templates:

• Org-wide read-only access
• Only template creators can modify

Data Access

SheetRocks enforces Salesforce security:

• Users can only query objects they have access to
• Field-level security is respected
• Record sharing rules apply to linked sheets

Limits and Considerations

Salesforce Governor Limits

Be aware of platform limits:

• SOQL Queries: Linked sheets count toward SOQL limits
• Heap Size: Large workbooks may approach heap limits
• CPU Time: Complex formulas consume CPU time
• DML Operations: Batch updates count toward DML limits

Best Practices

Performance:

• Limit linked sheet row counts (use filters)
• Avoid deeply nested formulas
• Use ONCE() for expensive calculations
• Batch updates when possible

Data Management:

• Regular cleanup of old workbooks
• Archive completed workbooks
• Use templates instead of copying workbooks

Security:

• Review sharing rules regularly
• Audit permission set assignments
• Monitor API usage in linked sheets

Troubleshooting

Common Issues

"Insufficient Privileges" Error

• Check permission set assignments
• Verify object and field-level security
• Ensure sharing rules allow access

Linked Sheet Not Loading

• Verify object permissions
• Check SOQL query limits
• Review field-level security settings

Formula Errors

• Check syntax and function names
• Verify cell references
• Review linked sheet names

Performance Issues

• Reduce linked sheet row counts
• Simplify complex formulas
• Check governor limit usage

Getting Help

Support Resources:

• Email: [email protected]
• Documentation: SheetRocks Docs
• In-App Help: Click help icon in toolbar

Release Notes

SheetRocks for Salesforce is actively maintained with regular updates:

• Version Updates: Announced via AppExchange
• Bug Fixes: Delivered through patch releases
• New Features: Added in major releases

Check AppExchange for the latest version and release notes.

Advanced Topics

Custom Integrations

Extend SheetRocks with custom code:

Lightning Web Component Integration:

// Embed SheetRocks in custom component
import { LightningElement } from 'lwc';

export default class CustomSheet extends LightningElement {
  // Your custom logic
}

Apex Integration:

// Programmatic workbook creation
Workbook__c wb = new Workbook__c(
  Name = 'Auto-generated',
  Data__c = '{"sheets":[]}'
);
insert wb;

API Access

Access workbooks via Salesforce APIs:

• REST API: Standard Salesforce REST endpoints
• Bulk API: For large data operations
• Metadata API: For deployment

Compliance and Security

Security Review

SheetRocks has undergone Salesforce Security Review:

• No external API calls
• All Apex uses with sharing
• Field-level security enforced
• CRUD and FLS checks in place

Compliance

SheetRocks complies with:

• Salesforce security best practices
• Data residency requirements (data stays in org)
• Audit and logging standards

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Ready to get started? Check out the Getting Started Guide for next steps.