Healthcare in Salesforce

From quoting to care coordination—manage complex healthcare data at scale without leaving Salesforce. Keep data connected to operations, not stuck in spreadsheets.

Screenshot of Valorx Wave sales dashboard showing account sales agreements with columns for product, planned quantity, sales price, and discount percentage for October 25 and November 25.

Valorx Fusion interface showing an Excel sheet titled Deal Pricing Estimator with sections for Quote Information, Partner Information, Account Information, Customer Price, and Equipment Summary.

Enhancing Salesforce for industry leaders

Device CPQ

Medical device CPQ

Medical device quotes have 50–200+ line items. GPO and IDN contracts mean different pricing for every customer. Configure complex quotes without watching the UI time out.

Bulk edit quote line items across bundles

Update quantities, prices, and discounts across 100+ line items at once. Use mass modifiers to apply percentage changes or copy values—no record-by-record clicking through CPQ screens.

Spot margin issues before submitting

Conditional formatting highlights below-threshold margins, pricing errors, and unapproved discounts. Color-coded rows flag quotes that need review—no separate margin report required.

Model GPO/IDN pricing in Excel

Pull quote data into Excel with Fusion. Model different GPO/IDN pricing tiers, calculate margin impact, and push approved pricing back to Salesforce—all with live sync.

Configure reagent rental agreements

Spread capital equipment costs across subscription length. View equipment, consumables, and service terms together in one grid—so you can model profitability before committing to complex rental structures.

Fee Schedules

Fee schedules & contracts

Update reimbursement rates across thousands of CPT codes at once. Apply percentage increases, copy rates between payers, or import updated fee schedules—no record-by-record data entry.

Bulk update fee schedules across CPT codes

Update reimbursement rates across thousands of CPT codes at once. Apply percentage increases, copy rates between payers, or import updated fee schedules—no record-by-record data entry.

Compare reimbursement rates across payers

See all payer rates for each CPT code side by side. Conditional formatting highlights below-Medicare rates and contract terms that need renegotiation—prioritize contracts costing you revenue.

Track contract expirations & compliance

View all payer contracts with expiration dates, rate terms, and compliance status in one grid. Conditional formatting flags contracts expiring in 90 days—start renegotiation before auto-renewal kicks in.

Model revenue impact of rate changes

Pull fee schedules and procedure volumes into Excel with Fusion. Model how CMS rate changes or new payer contracts will impact revenue—then push negotiated rates back to Salesforce.

Forecasting

Revenue & forecasting

Static annual budgets don't adapt to patient volume changes and payer mix shifts. Connect forecasting models to live Salesforce data—no monthly export-and-reconcile cycles.

Build rolling forecasts with live data

Pull pipeline, contracts, and historical data into Excel or Google Sheets with Fusion. Build rolling forecasts that update automatically as Salesforce data changes.

Model volume and payer mix scenarios

Create what-if scenarios for patient volume changes, payer mix shifts, or rate changes. See how each impacts revenue—then use the best-case inputs for budget planning.

Push forecast updates back to Salesforce

Once your forecast is approved, push updated projections back to Salesforce. Keep planning connected to your system of record—no duplicate data entry or version conflicts.

Collaborate in Google Sheets

Revenue cycle, finance, clinical ops, and compliance review together. Google Sheets + Fusion keeps shared forecasts connected to live Salesforce data—approved changes sync back automatically.

Providers

Provider networks

Credentialing averages 90+ days. 20% of provider directory listings contain inaccuracies. Update credentials, contracts, and compliance status in bulk.

Bulk update provider credentials & status

Update credentialing status, license expiration dates, and network participation across hundreds of providers at once. No more clicking through each provider record to check compliance.

Track expiring licenses & certifications

Conditional formatting highlights licenses expiring in 30/60/90 days, lapsed certifications, and missing documentation. Color-coded rows flag providers who need follow-up.

See providers with contracts & facilities

Provider, facility, contract, and specialty data together in one multi-object view. No more switching between related lists to understand a provider's full network participation.

Model network adequacy in Excel

Use Fusion to analyze network coverage by specialty, geography, and payer. Identify access gaps and model the impact of adding or removing providers—with live Salesforce data.

Care

Members & care programs

Payers manage millions of members. Care managers track hundreds of patients across programs. Manage populations at scale—not one record at a time.

Bulk enroll members in care programs

Enroll multiple members in care programs using Grid Actions. Filter by risk score, condition, or eligibility—then enroll qualifying members in one action instead of creating records one by one.

Update care plan goals across patients

View care plans across your patient panel in one grid. Update goal status, assign care team members, and track adherence—without opening each patient record individually.

Track care gaps with conditional formatting

Conditional formatting highlights overdue screenings, missed appointments, and members not engaged with their care program. Color-coded rows show who needs outreach—so care managers can prioritize.

Build population risk models in Excel

Use Fusion to combine clinical indicators, claims data, and SDOH signals into population-level risk scores. Push prioritized outreach lists back to care manager panels.

Prior Auth

Prior auth & utilization

Payers process thousands of authorization requests daily. Each requires reviewing member eligibility, provider status, and clinical criteria. See all request details in one view.

View requests with full context

See authorization requests with member, provider, service, and clinical details together. Multi-object views show everything needed to make a decision—without clicking through related records.

Bulk approve routine requests

Use Grid Actions to approve routine requests that meet standard criteria. Filter by service type, auto-approval eligibility, or clinical guidelines—then process approvals in bulk.

Track urgent and overdue requests

Conditional formatting highlights urgent requests, approaching deadlines, and overdue reviews. Color-coded rows ensure nothing falls through the cracks—even with thousands of requests in queue.

Analyze denial and appeal patterns

Use Fusion to analyze denial reasons, appeal rates, and turnaround times by service line, provider, and reviewer. Identify training opportunities and policy refinements—with live data.

See how fast Salesforce
can actually feel.

If you can do it in spreadsheet,
you can do it in Valorx.

<14 days

to production

10x

faster quote-to-submit on device deals

500+

CPT codes updated in one action

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Built for healthcare teams

Valorx works across healthcare verticals using Salesforce Health Cloud

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Providers & Hospitals

Fee schedules, revenue cycle, patient engagement

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Payers & Health Plans

Provider networks, care management, prior auth

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Medical Devices & Life Sciences

CPQ, GPO/IDN pricing, rental structures

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Pharmacy & PBMs

Formulary management, rebates, utilization

Work in Salesforce like you work in a spreadsheet.

Wave

A spreadsheet interface built inside Salesforce.

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Learn more

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Fusion

Your Salesforce data, live in Excel and Google Sheets.

Screenshot of a spreadsheet titled 'Deal Pricing Estimator' displaying customer price, equipment summary with tables, charts, and detailed pricing information.

Learn more

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See what Valorx adds to Salesforce

Salesforce connects patients, members, providers, and payers. Valorx makes the data manageable.

Without Valorx

Medical device quotes time out on 200+ line items

Fee schedule updates record-by-record

Forecasts in disconnected Excel files

Care program enrollment one member at a time

With Valorx

Bulk edit hundreds of quote lines without timeouts

Apply CMS rate changes across thousands of CPT codes

Rolling forecasts synced live with Health Cloud

Bulk enrollment by risk score, condition, or eligibility

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Eric Winston

Service Supervisor

Book a demo

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Why teams choose Valorx

Valorx has made complicated data uploads quick and easy, saving valuable time. The implementation was quick and the support simply top notch!

Dawn Jamieson

Business Operations Manager, Nvidia

Besides the efficiency gains, Valorx has helped us mitigate data leakage and improve accuracy. I highly recommend Valorx to anyone who works with Salesforce data.

Ben Wong

Sales Operations Manager, Adobe

We use Valorx for sales forecasting. Very powerful, highly recommend the product. Excellent customer service and exceptionally fast turnaround time.

Karthik Dosapati

Data Analyst, Western Digital

When it comes to data migration, I see a limitless potential to migrate CPQ master data between orgs to maintain configuration, pricing, and quoting processes without the need for lengthy data loader processing.

Ian Jones

Senior Revenue Cloud Consultant, Globant

Frequently asked questions

Does Valorx work with Manufacturing Cloud?

Yes. Valorx works with all Manufacturing Cloud objects including Sales Agreements, Account Forecasts, and Warranty Claims.

Can I use Valorx with Salesforce CPQ?

Yes. Bulk edit quote line items, update pricing across products, and compare quotes side-by-side.

How does Wave help with forecasting?

Wave lets you edit Account Forecast records in bulk—update planned quantities across accounts, products, and time periods in one grid. Conditional formatting highlights variances between planned and actual.

When should I use Fusion instead of Wave for forecasting?

Use Fusion when you need complex calculations, seasonal adjustments, or what-if scenarios that require Excel's formula capabilities. Fusion syncs live with Salesforce, so your models stay connected to Manufacturing Cloud data.

Does Valorx respect Salesforce security?

Yes. All permissions, sharing rules, and validation rules are enforced. Users only see and edit data they have access to.

How fast can we deploy?

Wave deploys in minutes as a managed package. Fusion requires Excel add-in installation. Most teams are live within 14 days.