Manual for release candidate 0.2.0

DinaSheet for Salesforce — User Manual

A practical guide to loading Salesforce data, working in the spreadsheet grid, reviewing record updates, preparing rollback updates, and importing local files.

The six screenshots use synthetic demo data and identifiers. No customer or production-org data is shown.

Contents

  1. 1. Getting started
  2. 2. Objects and SOQL queries
  3. 3. Review and update records
  4. 4. Update audit and rollback
  5. 5. CSV and Excel files
  6. 6. Salesforce reports
  7. 7. Download and language
  8. 8. Storage, privacy, and safety

1. Getting started

  1. Install the supplied DinaSheet build, then pin DinaSheet for Salesforce from Chrome's Extensions menu if you want quick access.
  2. Open Salesforce in Chrome and sign in normally. DinaSheet reuses that browser session; it does not ask for a separate Salesforce password.
  3. Click the DinaSheet toolbar icon. Select the current Salesforce org, or another detected signed-in org, and choose Open.
  4. Check the org indicator at the top of DinaSheet before loading or updating data.
DinaSheet popup showing the current Salesforce tab and other signed-in orgs
The popup distinguishes the current tab from other detected org sessions before opening a sheet.

No org shown? Open or sign in to Salesforce, return to the toolbar popup, and refresh the detected sessions.

2. Objects and SOQL queries

  1. Open the Import panel and select Query, or open an object from the Salesforce data browser.
  2. Choose an object and fields to build a query, or enter your own SOQL. Include Id if you may need to update the returned records.
  3. Choose whether to load into the current sheet or a new sheet, then select Run.
  4. Use the spreadsheet toolbar for cell formatting and grid actions. The loaded values are editable static cells; changing a cell does not immediately change Salesforce.
DinaSheet Query panel and Salesforce Account data in the spreadsheet grid
A SOQL query loads Account fields into an editable sheet while the active org remains visible in the header.

Update eligibility: a sheet needs an Id column whose records resolve to one Salesforce object. Read-only and invalid values are rejected using Salesforce field metadata.

3. Review and update records

  1. Edit one or more supported fields in a sheet that has an eligible Id column.
  2. Open the details panel if it is hidden. The Changed fields card lists each record and its exact before-and-after values.
  3. Select Update on the review card.
  4. Read the confirmation dialog. Choose Cancel to make more changes, or Update to send only the displayed values to Salesforce.
  5. After a successful update, DinaSheet saves a bounded local audit receipt for the changed fields.
Changed fields review card and final Salesforce update confirmation dialog
The review card and confirmation dialog show the same record and field values before the update runs.

DinaSheet does not provide record deletion. Editing the grid remains local until you explicitly confirm an eligible update.

4. Update audit and rollback

  1. Select the LOG rail icon to open the Update Audit Log.
  2. Find the relevant object and update time. Audit entries are shown newest first.
  3. Select the Rollback cell for each row whose recorded prior values you want to restore.
  4. Review the resulting Changed fields card. A rollback is prepared as a normal Salesforce update; it is not sent automatically.
  5. Verify the record's current Salesforce value, especially if someone may have edited it since the receipt was recorded, then confirm or cancel the update.
DinaSheet Update Audit Log showing one selected rollback row and prior values
A selected audit row prepares recorded prior values for the same review-and-confirm update flow.

Receipts are historical snapshots. They do not prove the record is unchanged. Verify current values before confirming a rollback.

5. CSV and Excel files

  1. Open the Import panel and select Upload.
  2. Choose a local CSV or Excel file and select the current sheet or a new sheet as the target.
  3. Select Run. DinaSheet parses the file locally in the browser and shows the file name, row count, target, and detected Salesforce object details.
  4. If the imported table contains valid record IDs for one object, the reviewed update flow can become available. Confirm the resolved object before updating.
Imported CSV records with Import details and Last import info cards
The details panel explains the import source and whether a usable Salesforce Id column was detected.

Opening a file does not upload it to DinaLab or another developer-operated server. Workbook files and sheet snapshots are not persisted by DinaSheet.

6. Salesforce reports

  1. Open the Report import mode or choose a report from the Salesforce data browser.
  2. Search by report name or enter a report ID, choose the target sheet, and select Run.
  3. Review the report name, API name, folder, format, description, filters, and source details beside the grid.
  4. If Salesforce's JSON report API reaches its 2,000-row cap, DinaSheet attempts the same report's full workbook export from Salesforce.
Salesforce report rows with report and import details in DinaSheet
Report results open as data-only rows, with source details and filters kept in the side panel.

Grid edits do not change the Salesforce report definition. If report rows contain valid record IDs for one object, any available reviewed update acts on those Salesforce records—not on the report itself.

7. Download and language

Download sheet data

  1. Activate the sheet you want to export.
  2. Choose the download action in the toolbar and select the available format.
  3. Review the downloaded file before using it in another system.

Change the interface language

DinaSheet initially follows the Salesforce user language when available. Use the language selector in the popup or DinaSheet header to switch between EN — English and JP — 日本語. Changing the language reloads DinaSheet.

8. Storage, privacy, and safety

  • Always confirm the active Salesforce org before running a query or update.
  • Record updates require row selection, field-level review, and final confirmation.
  • Audit receipts store only changed fields and are limited to the newest 50 successful update events and 2 MB per Salesforce org.
  • Preferences and receipts are stored on the device in Chrome extension storage. Clear extension storage or uninstall DinaSheet to remove them.
  • The Salesforce session cookie and authorization header remain inside the extension.
  • DinaSheet has no analytics, telemetry, advertising, external messaging, or developer-operated data backend.

Read the complete DinaSheet Privacy Policy.

Salesforce is a trademark of Salesforce, Inc. DinaSheet is independent and is not affiliated with, endorsed by, or sponsored by Salesforce.