Salesforce Data Management
Update thousands of records in minutes, not hours. With spreadsheet-style editing that keeps everything in Salesforce.


Trusted by leading Salesforce partners
Implementation and consulting partners choose Valorx to deliver spreadsheet experiences on top of Salesforce.
















USE CASES
What your Salesforce data management has been missing
Spend less time wrestling with data and more time using it.

Eliminate shadow spreadsheets
Reps get the spreadsheet experience they want—inside Salesforce, where leadership can see the data. No more pipeline updates stuck in Google Sheets.

Update records as fast as Excel
Copy/paste, drag to autofill, keyboard shortcuts. Select 500 records and update them all with Mass Modifier—including long text, dependent picklists, and lookups that Salesforce blocks from inline editing.

Clean data without the export/import cycle
Spot duplicates and missing fields with conditional formatting. Fix issues inline—no exporting to Excel, cleaning manually, and praying the re-import works.

Import data without Data Loader pain
Auto-map fields, preview errors before import, catch duplicates with configurable matching rules. Save mappings for recurring imports. No more fixing error files after the fact.

See related records in one view
Accounts, Contacts, and Opportunities together—not spread across tabs. Matrix views connect up to 3 objects. Edit parent and child records without losing context.

Manage data across multiple orgs
Connect multiple Salesforce instances to one Excel workbook. View, compare, and update data across orgs without middleware or manual consolidation.

Work with thousands of records at once
No pagination. No 50-record limits. Load the full dataset and work at the scale your business actually requires.

Create governed views for every team
Build a grid once, share it with the right users. Assign by profile or permission set. Control who can edit, delete, or just view—on top of existing Salesforce security.

Trigger workflows from the grid
Add Row Actions and Grid Actions that trigger Flows, LWC, or Aura components. Run automations on one record or many—directly from the list view.

Edit records directly from reports
Turn any Salesforce report into an editable grid. Find the problem records and fix them in place—no drilling into each one.










Real results from enterprise teams
Book a demo
<=14 days
from contract to production
5-10x
Faster data updates
0
shadow spreadsheets

See what Valorx adds to Salesforce data management
Everything you wish Salesforce list views could do.
Without Valorx
Spreadsheets outside Salesforce
Record-by-record editing
Export → clean → re-import
Data Loader errors after import
With Valorx
Spreadsheet experience inside Salesforce
Bulk edit hundreds at once
Fix inline with conditional formatting
Preview errors before save

Two ways to work, one goal: better data in Salesforce
Choose the approach that fits your workflow.





















