Gain Insights Into Your Salesforce Data with Sourcetable

Let anyone on your team ask questions about your Salesforce data in a familiar spreadsheet interface. Automate reporting, charting, and more. Connect Salesforce with Sourcetable to get started.

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Transform Salesforce Data into Actionable Insights

Sourcetable elevates your Salesforce data in a familiar spreadsheet interface.

Sync Without Code

Instantly access up-to-date Salesforce data. Our automatic syncing pulls in real-time information from Sales Cloud, Service Cloud, and Marketing Cloud, saving you hours of manual updates.

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Uncover Insights Fast

Reveal hidden opportunities with AI-powered queries and charts. Spot trends in customer behavior and sales patterns that drive growth across your CRM data.

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Automate Like a Pro

Build powerful reports using Excel formulas you already know. Create custom dashboards that update automatically, eliminating repetitive reporting tasks for your sales, marketing, and service teams.

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Empower Your Team

Give everyone the ability to make data-driven decisions. Your team can analyze Salesforce data without SQL knowledge, accelerating company-wide insights and complementing Trailhead learning.

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Give your team the tools to unlock your Salesforce data

AI Spreadsheet

Gain insights into your Salesforce data using natural language queries with Sourcetable AI.

Data Tables

Make your Salesforce data accessible. Use one of our 100+ integrations to sync your data in real-time.

Report Automation

Create reports that automatically update daily, weekly, or monthly as your data changes.

Business Intelligence

Ditch complex dashboards. Bridge the gap between your data and reporting software.

Export Salesforce To CSV

Export any data out of Salesforce into a CSV file, millions of rows at a time.

Start analyzing your Salesforce data in Sourcetable

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Step 1

Connect Salesforce to Sourcetable

Let Sourcetable talk to your Salesforce account in real-time to Sourcetable. No coding skills required.

Step 2

Sync your Salesforce data to a workbook

View your data in a workbook to create auto-updating spreadsheets and reports.

Step 3

Gain insights into your Salesforce data

Answer any question about your Salesforce data with Sourcetable's AI assistant.

Over 100+ data integrations to choose from

Unlock your data's full potential with Sourcetable. Automate reporting and analyze data from any app with Sourcetable AI.

Checkout out all of our integrations

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Give your team the power to ask questions about your Salesforce data in a spreadsheet.

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See what people are saying about Sourcetable

Chris Aubuchon

@ChrisAubuchon

Spreadsheets are still the best interface for so many real world projects, it's time for @SourcetableApp to give them a reboot

Micah Alpern

@malpern

Love seeing innovation in this space after so many decades with very little.

Jason Monberg

@jasonmonberg

Thrilled for the @SourcetableApp team, we need products like this breaking through older paradigms.

David @ NextView

@davidbeisel

The future of spreadsheets? Spreadsheets. The @SourcetableApp team is building the world's best spreadsheet at https://sourcetable.com

Jeremy Nixon

@JvNixon

The @SourcetableApp team, attack data management with their AI-powered spreadsheet, enabling seamless syncing and querying of application data without coding! 📊🤖

TechCrunch

@TechCrunch

Sourcetable raises $3M, claiming the future of spreadsheets is spreadsheets.

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Checkout what Sourcetable has to offer

Data Cleaning

Detect errors, remove duplicates, and structure messy data.

Charts & Graphs

Create stunning, interactive charts that make data clear.

Template Generator

Speed up workflows with AI-powered spreadsheet templates.

Sourcetable Frequently Asked Questions

How do I analyze data?

To analyze spreadsheet data, just upload a file and start asking questions. Sourcetable's AI can answer questions and do work for you. You can also take manual control, leveraging all the formulas and features you expect from Excel or Google Sheets.

What data sources are supported?

We currently support a variety of data file formats including spreadsheets (.xls, .xlsx, .csv), tabular data (tsv), database data (MySQL, PostgreSQL, MongoDB), application data, and most plain text data.

What is the maximum file size?

Sourcetable supports files up to 10gb in size. Larger file limits are available upon request. For best AI performance on large datasets, make use of pivots and summaries.

Can I analyze spreadsheets with multiple tabs?

Yes! Sourcetable's AI makes intelligence decisions on what spreadsheet data is being referred to in the chat. This is helpful for tasks like cross-tab VLOOKUPs. If you prefer more control you can also refer to specific tabs by name.

Can I generate data visualizations?

Yes! It's very easy to generate clean-looking data visualizations using Sourcetable. Simply prompt the AI to create a chart or graph. All visualizations are downloadable and can be exported as interactive embeds.

Is Sourcetable programmable?

Yes. Regular spreadsheet users have full A1 formula-style referencing at their disposal. Advanced users can make use of Sourcetable's SQL editor and GUI, or ask our AI to write code for you.

Is there a discount for students, professors, or teachers?

Currently, Sourcetable is free for students and faculty, courtesy of free credits from OpenAI and Anthropic. Once those are exhausted, we will skip to a 50% discount plan.

Is this free?

Yes! By default all users receive a free trial with enough credits too analyze data. Once you hit the monthly limit, you can upgrade to the pro plan.





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Integrate Salesforce With Sourcetable

Try Sourcetable to gain valuable insights from your Salesforce data in a familiar spreadsheet interface.

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