Planned · on the roadmap

Live spreadsheets for Salesforce

Sheets is coming to Salesforce: your deals, contacts and activities as live tables that formulas, pivot tables and charts read directly, without exports.

Tell me when it's ready What works today
  • Spreadsheet formulas
  • Pivot tables and charts
  • Scheduled e-mail reports
Planned reports

What you will build on Salesforce

Each is one formula on live data. These are examples of the syntax: the column names will follow Salesforce's own fields once the integration ships.

=data.deals.sum(amount, stage, A2)
Pipeline by stage. Deal value and count per stage, weighted by probability.
=data.activities.count(id, owner, A2, type, B1)
Activity scorecard. Calls, meetings and e-mails per rep and week.
=data.deals.count(id, owner, A2, stage, "Won")/(data.deals.count(id, owner, A2, stage, "Won")+data.deals.count(id, owner, A2, stage, "Lost"))
Win rate by owner. Won deals against closed deals per sales rep.
=data.deals.sum(amount, close_month, A2)
Forecast vs target. Expected revenue per month next to targets you type into the sheet.
The data

Tables from Salesforce

Deals · Contacts · Companies · Activities · Owners · Pipelines

How it will run

Your data stays in Salesforce

Sheets will run on Salesforce's own app platform, so your data is read where it already lives. We plan to list it in the Salesforce AppExchange.

Want it?

Vote for Sheets for Salesforce

A thumbs up moves Salesforce up the roadmap. Leave your e-mail address too and we write once, when it ships.

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CRM: works today

HubSpotready
deals, contacts and activities

CRM: also planned

Zoho CRMplanned
deals, contacts and activities
Pipedriveplanned
deals, contacts and activities
Keapplanned
deals, contacts and activities
Microsoft Dynamics 365planned
deals, contacts and activities
FAQ

Questions

Is Sheets for Salesforce available?

Not yet. Salesforce is on the Sheets roadmap. Give it a thumbs up and leave your e-mail address on this page: we tell you when it is ready, and the votes decide what we build next.

What will Sheets read from Salesforce?

Your deals, contacts and activities, as tables: Deals, Contacts, Companies, Activities, Owners, and Pipelines. Each table becomes a data source that formulas, pivot tables and charts read live.

Will Sheets change anything in Salesforce?

It is planned read-only: Sheets reads your Salesforce data and does not change it.

What works today?

Sheets works today with QuickBooks Online, Xero, Shopify, WooCommerce, BigCommerce, HubSpot, FreshBooks, monday.com, and Asana.

Want Sheets for Salesforce?

Requests decide what we build next. We write once, when it is ready.

Tell me when it's ready

85 tools on the integrations page