Create a New Sheet

To add a new sheet to a previously created book, follow these steps:

1. Click the "+ (Create New Sheet)" button on the right side of the sheet tab.

2. Choose "Add Sheet" from the menu.

1. The "Create New Sheet" dialog is displayed, showing "Salesforce", "Scratch", and "Union" tabs within the dialog.

2. In the "Salesforce" tab, a list of available Salesforce objects is displayed. Select the object you want to display as a sheet.

   • If you can not find the object you are looking for, you can search by entering keywords in the search box.

3. Click the "Create" button displayed at the bottom right of the dialog.

In addition to creating a normal sheet, you can also create a sheet that interacts with an existing sheet in your book. For details, please refer to "Create a Related Sheet".

If a user is assigned only the "Mashmatrix Sheet User (Read Only)" permission set, the "Create New Sheet" button will be hidden and a new sheet cannot be created.

Create a Sheet that Unites Multiple Objects

From the "Union" tab, you can create a sheet that displays and edits records of multiple Salesforce objects together in a single sheet. For details, see "Union Sheet".