Salesforce Templates
Pre-built workflows to get you started in minutes.
SheetRocks eliminates the export-to-Excel cycle for Salesforce data. These templates address the most common pain points: bulk editing beyond the 200-record limit, cross-object analysis without custom report types, data cleanup without Data Loader, and territory planning without multi-day spreadsheet projects. Each template includes a guided README, live linked sheets with Salesforce queries, relational dropdowns, and an analytics tab.
How to Use a Template
- Download the .srk template file below.
- Open SheetRocks inside Salesforce.
- Click the menu, select "Import", and load the .srk file.
| Name | Stage | Amount | Close Date |
|---|---|---|---|
| Acme Renewal | Negotiation | $125,000 | 2026-06-15 |
| TechStart Deal | Closed Won | $89,500 | 2026-02-20 |
| Global Upgrade | Proposal | $310,000 | 2026-08-01 |
| DataFlow Migration | Qualification | $67,200 | 2026-07-28 |
Sales Pipeline Review
Live view of all open deals with weighted pipeline analytics.
RevOps teams export opportunities to Excel every week for weighted pipeline calculations and stage analysis. This 3-5 hour process produces data that is stale by the time the analysis is complete, and the export/import cycle risks data loss.
SheetRocks displays your full open pipeline in a live spreadsheet. Calculate weighted pipeline, average deal size, and stage breakdowns with formulas on live data. Changes sync back to Salesforce with one click.
| Name | Company | Status | Source |
|---|---|---|---|
| John Doe | Acme Corp | New | Web |
| Alice Smith | Globex | Working | Referral |
| Bob Jones | Initech | Qualified | Campaign |
| Carol Wilson | Stark Ind | New | Web |
Open Leads Tracker
Score, route, and bulk-update leads without Data Loader.
Lead assignment rules in Salesforce are often too rigid for complex routing based on firmographics and territory. Managers export leads weekly to score and route them with Excel VLOOKUP formulas, then import owner changes via Data Loader -- an 8-hour cycle that delays lead response time.
SheetRocks lets you view all open leads in a live spreadsheet, apply scoring formulas, bulk-reassign owners with dropdowns, and sync changes back instantly. No Data Loader, no CSV exports, no stale data.
| Name | Phone | Industry | State |
|---|---|---|---|
| acme corp | Technology | ca | |
| TECHSTART INC. | (212) 555-0102 | Technology | NY |
| Global Systems | Manufacturing | ||
| dataflow llc | 312-555-0103 | Finance | IL |
Account Data Cleanup
Standardize names, fill gaps, and fix formatting in bulk.
Admins spend 20+ hours monthly exporting accounts to Excel, applying PROPER/TRIM formulas to standardize names and addresses, identifying missing fields, and re-importing via Data Loader. Each round-trip risks data loss.
SheetRocks puts all accounts in a live spreadsheet where you can apply cleanup formulas directly, preview every change in context, and sync validated updates back with one click. Zero export/import risk.
| Name | Stage | Amount | Close Date |
|---|---|---|---|
| Acme Renewal | Negotiation | $125,000 | 2026-04-15 |
| Widget Expansion | Proposal | $45,000 | 2026-05-01 |
| Global Extension | Negotiation | $200,000 | 2026-04-30 |
| DataFlow Pilot | Qualification | $15,000 | 2026-05-15 |
Close Date & Deal Management
Bulk-update close dates and stages for end-of-quarter deals.
End-of-quarter deal management requires updating close dates, stages, and next steps across hundreds of opportunities. Salesforce's native mass edit caps at 200 records and doesn't support all field types.
SheetRocks shows all deals closing in the next 90 days in one spreadsheet. Bulk-update close dates, stages, and next steps across any number of records, then sync everything back in one click.
| Name | Phone | Account | |
|---|---|---|---|
| John Doe | jdoe@acme.com | 415-555-0101 | Acme Corp |
| Alice Smith | 212-555-0102 | TechStart | |
| Bob Jones | bjones@init.com | Initech | |
| Carol Wilson | cwilson@stark.com | 617-555-0104 | Stark Ind |
Contact Directory & Cleanup
Find and fix missing emails, phones, and titles.
Contact data quality degrades over time with missing emails, outdated phones, and blank titles. Cleaning contact data requires exporting to Excel, using COUNTBLANK to find gaps, then reimporting via Data Loader.
SheetRocks shows all contacts with their account relationships in a live spreadsheet. Identify and fix missing data directly, use formula-based standardization, and sync corrections back instantly.
| Case # | Subject | Priority | Status |
|---|---|---|---|
| 00001 | Server outage | High | New |
| 00002 | Login 500 error | High | Working |
| 00003 | Dark mode request | Low | New |
| 00004 | Billing discrepancy | Medium | Escalated |
Case Triage & Management
Bulk triage, reassign, and prioritize open cases.
Service teams need to triage cases, set priorities, and reassign agents in bulk. Salesforce list view editing is too constrained -- limited to 200 records, restricted field types, and no formula support for routing logic.
SheetRocks lets you view all open cases in a sortable spreadsheet. Change priority, status, and owner across any number of cases at once, with Account and Contact dropdowns that maintain relational integrity.
| Name | State | Revenue | Owner |
|---|---|---|---|
| Acme Corp | CA | $5,000,000 | Jane Smith |
| TechStart Inc | NY | $1,200,000 | Jane Smith |
| Global Systems | TX | $8,500,000 | Bob Lee |
| DataFlow LLC | IL | $3,200,000 | Bob Lee |
Account Territory Planner
Reassign account ownership by region and revenue.
Quarterly territory planning requires mapping accounts to owners based on geography, industry, and revenue. RevOps exports 15,000+ accounts to Excel and spends 3 days building VLOOKUP-based assignment logic.
SheetRocks shows all accounts with owner, state, and revenue in a live spreadsheet. Use the Owner dropdown to reassign territories, preview all changes, and sync back in one click.
| Campaign | Type | Budget | Leads |
|---|---|---|---|
| Spring Webinar | Webinar | $15,000 | 320 |
| Enterprise Mail | Direct Mail | $25,000 | 150 |
| Q1 Trade Show | Conference | $50,000 | 500 |
| Content Synd. | Advertisement | $8,000 | 200 |
Campaign Performance Analysis
ROI, cost-per-lead, and budget analysis across campaigns.
Salesforce reports can't easily calculate ROI ratios or compare budgeted vs. actual cost across campaigns in a single view. Analysts export to Excel for flexible analysis, producing stale reports disconnected from live data.
SheetRocks shows all campaigns with full performance metrics in one spreadsheet. Calculate ROI, cost-per-lead, and channel comparisons with live formulas. Adjust budgets and sync back instantly.
| Product | Price Book | Price | Active |
|---|---|---|---|
| Standard License | Standard | $1,200 | Yes |
| Premium License | Standard | $2,400 | Yes |
| Support Add-On | Standard | $600 | Yes |
| Standard License | Partner | $960 | Yes |
Product & Price Book Manager
Bulk price updates across products and price books.
Updating prices across multiple price books requires navigating multiple Salesforce screens per entry, or exporting to Excel and reimporting via Data Loader. Bulk price changes like a 5% annual increase are especially tedious.
SheetRocks shows all price book entries with Product and Price Book dropdowns. Apply bulk price changes with formulas (e.g., multiply by 1.05), toggle active status, and sync everything at once.
| Subject | Status | Priority | Due Date |
|---|---|---|---|
| Follow up Acme | Not Started | High | 2026-03-08 |
| Send proposal | In Progress | Normal | 2026-03-12 |
| Schedule demo | Not Started | High | 2026-03-05 |
| Review contract | Not Started | Normal | 2026-03-15 |
Overdue Tasks & Activities
Track, reassign, and close open tasks across your team.
Sales managers need visibility into overdue activities across their team, but Salesforce activity reporting is limited -- no flexible joins, and list views cap at 200 records. Exports to Excel lose the ability to update directly.
SheetRocks shows all open tasks in one sortable spreadsheet. Spot overdue items instantly, bulk-reassign with the Owner dropdown, update statuses, and sync everything back to Salesforce.
| Deal | Amount | Close Date | Source |
|---|---|---|---|
| Acme Renewal | $125,000 | 2026-03-01 | Web |
| TechStart Enterprise | $89,500 | 2026-02-15 | Referral |
| Global Platform | $310,000 | 2026-01-20 | Partner |
| DataFlow Onboard | $42,000 | 2026-02-28 | Campaign |
Won Deals & Revenue Analysis
Commission basis, revenue by source, and rep performance.
Commission processing takes 16+ hours monthly: export opportunities, build tiered calculations in Excel, validate, and import results. The process is error-prone and disconnected from live data.
SheetRocks shows all won deals with amounts, owners, and sources in a live spreadsheet. Build commission formulas, analyze revenue by source, and produce instant reports on live Salesforce data.
| Name | Company | Source | Converted |
|---|---|---|---|
| John Doe | Acme Corp | Web | Yes |
| Alice Smith | Globex | Referral | No |
| Bob Jones | Initech | Campaign | Yes |
| Carol Wilson | Stark Ind | Web | No |
Lead Conversion Analysis
Conversion rates by source, industry, and time period.
Understanding lead-to-opportunity conversion requires cross-object analysis that Salesforce reports handle poorly. Joining leads with their converted accounts and opportunities requires custom report types that take days to build.
SheetRocks shows all leads with their conversion status in one spreadsheet. Calculate conversion rates by source, industry, and time period with live formulas -- no custom report types needed.