Upgrade to Salesforce. Keep your Spreadsheets.
SheetRocks for Salesforce lets teams reconciling the spreadsheet to Salesforce keep the workflows they love, backed by the security, centralized management, and stability of Salesforce.
| A | B | C | D | |
| 1 | Source | Expected | Actual | Delta |
| 2 | Quoted qty | 40 | 36 | -4 |
| 3 | Shipped qty | 36 | 36 | 0 |
| 4 | CRM count | 120 | 118 | -2 |
| 5 | Sheet total | $18,500 | $17,200 | -$1,300 |
Perfect for Data
Job Analysis
Analyze how quoted quantities differ from what actually shipped on the job.
Accession Match
Flag IDs that sit in EDC but not in CRM.
Restricted Rollup
Roll gifts by restricted vs unrestricted and flag a gift in the wrong bucket.
Position-to-AUM
Roll positions into household AUM and flag a break vs the Account.
Fill-Rate Metric
Show ordered vs shipped as a fill-rate % that moves when a short-ship posts.
Remaining Budget
Subtract posted drawdowns from the award and flag a line that would overdraw.
What you keep
XLSX Compatible
Import your existing workflows and enhance them with Salesforce sync.
Familiar Spreadsheet UX
The formulas, formatting, and shortcuts you already know.
Seamless Workflows
Launch with one click from Salesforce. Secure, auditable, centrally managed templates.
How it works
Tinker
Download in your sandbox or reach out for a demo.
Share
Work with us to perfect your workflow.
Promote
Deploy in weeks, not months.
Solution Landscape
| Excel | Customize Salesforce | SheetRocks | |
|---|---|---|---|
| Where it Runs | |||
| Centrally Managed | |||
| Synchronization | |||
| Implementation Cost | |||
| Familiarity |
FAQ
How do we know it will work for us?
We offer free installation in sandbox and demo environments, and will build out the proof of concept for you so you can be confident it works in your situation without spending any time or money up front.
Does this replace Salesforce CPQ or Revenue Cloud?
No. It replaces the Excel file next to them. Keep selling those products when the catalog and billing need them. SheetRocks offers a practical path to bring long-tail spreadsheet workflows on platform.
Does our data leave Salesforce?
No. The spreadsheet runs in the org, and respects all org permissions and leaves the full native audit trail. Sync writes back to the Opportunity, Quote, Case, or any other objects.
Are discounts available?
Annual and volume discounts (for over 50 seats) are available.
How long does a workbook like this take?
If you have a reference workbook, it typically takes us 2 business days to import it into SheetRocks for Salesforce and enhance with best practices for syncing, error handling and more.
Is it secure?
SheetRocks has passed the rigorous Salesforce Security Review process and is approved on the AppExchange. Since SheetRocks is not a separate platform and does not host your data, the risk is very small. We provide detailed security documentation upon request.
Backed by Top Investors
Pricing
$30 / user / mo
- Free forever in sandbox
- Unlimited usage
- Unlimited templates
- Onboard through the Salesforce Marketplace
Let's Talk
- Volume discounts for larger teams
- Enterprise-grade support
- Tailored guidance for complex workflows
- Contact [email protected]
Interested? Reach Out
Share your information and the team will follow up within 2 business days.