Upgrade to Salesforce. Keep your Spreadsheets.
SheetRocks for Salesforce lets service and delivery teams keep the workflows they love, backed by the security, centralized management, and stability of Salesforce.
| A | B | C | D | |
| 1 | Item | Status | Owner | Case |
| 2 | Punch 1 | Done | Crew | Closed |
| 3 | Punch 2 | Open | Crew | Open |
| 4 | Follow-up | Waiting | Desk | Open |
| 5 | Closeout | Done | PM | Closed |
Perfect for Service
Easy Punchlist
Check punch items Done and close the Case from the job tracker.
Census Board
Change several subject statuses on one panel and sync the whole list.
Relationship Book
Log an ask amount and date on the officer book and sync the Task.
Renewal Queue
Filter what's due in 30 days, mark contacted, and sync the Task.
ASN Break-Fix
Mark an ASN-vs-order mismatch resolved and sync the Case.
Statutory Clock
Update a FOIA request before days-to-due and sync the Case.
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.