SheetRocks

The Spreadsheet for Salesforce

A powerful, familiar spreadsheet engine built natively for Salesforce.

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A B C D
1 Account Stage Amount Close Date
2 Acme Corp Negotiation $125,000 2025-01-15
3 TechStart Inc Closed Won $89,500 2024-12-20
4 Global Systems Proposal $310,000 2025-02-01
5 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

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.

Lower Cost Than a Custom Build

Rebuilding the same spreadsheet workflow in Salesforce costs about three times as much. SheetRocks keeps the workbook your team already uses, inside the org, without a custom development project.

3x
Lower Cost

From Workbook to Org in Two Days

Bring a reference workbook and we import it into SheetRocks for Salesforce in about two business days, with sync, error handling, and the practices that keep it maintainable.

2 day
Build Time

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

Premium

Let's Talk

  • Volume discounts for larger teams
  • Enterprise-grade support
  • Tailored guidance for complex workflows
  • Contact [email protected]

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.

Backed by Top Investors

Interested? Reach Out

Share your information and the team will follow up within 2 business days.

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