Salesforce Inventory Management

Update stock levels in bulk. Track inventory across locations. Stop managing Salesforce inventory record by record.
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Spreadsheet showing inventory management dashboard with key performance indicators, stock by location details, and a color-coded utilization chart.
Inventory
USE CASES

What your inventory management has been missing

Salesforce tracks your inventory. Valorx makes it manageable at scale.
Spreadsheet titled Bill of Materials showing inventory management details including parent product ICU-5000, components, categories, quantity required, quantity on hand, unit cost, total cost, lead time, suppliers, and stock status with color-coded critical and low stock alerts.

Manage Bill of Materials in one grid

Edit BOM components, quantities, and costs across assemblies. See parent products and their parts together.
Excel spreadsheet titled Bulk Stock Updates showing inventory data with columns for product name, SKU, location, quantity on hand previous and new, difference, unit cost, total value, last count date, updated by, and status.

Update stock levels in bulk

Edit hundreds of ProductItems at once with copy/paste, drag/fill, and mass modifier.
Excel spreadsheet titled Multi-Location View showing inventory by location with columns for Location Name, Location Type, Product Name, SKU, Qty On Hand, Reorder Point, Reorder Qty, Max Level, Utilization %, Last Received, Next Expected, and Status. Rows highlight stock levels including items below reorder or critical status.

See all locations in one view

Warehouses, vans, customer sites—view stock across every location in a single grid.
Excel spreadsheet showing Cycle Count Import preview with columns for SKU, Product Name, Location, Counted Qty, System Qty, Variance, Variance %, Import Status, and Error/Warning messages in color-coded rows.

Import cycle counts without errors

Smart Import maps your data, flags issues, and lets you fix them before updating Salesforce.
Excel spreadsheet showing bulk transfers for inventory management with columns for transfer details, product name, SKU, source and destination locations, quantities, ship dates, priorities, and status.

Create transfers in bulk

Build dozens of ProductTransfers at once—warehouse to van, van to site, site to return.
Excel spreadsheet screenshot showing stock alerts with product names, SKU, category, location, quantity on hand, reorder points, stock percentages, and alert levels color-coded as critical in red and warning in orange.

Spot low stock instantly

Conditional formatting highlights items below thresholds. Red for critical, yellow for warning.
Excel spreadsheet showing a Multi-Object Inventory with product details including name, code, family, prices, quantity on hand, location, warehouse, unit cost, total value, active status, and last modified date.

Manage multiple objects together

Products, pricebooks, and stock levels—all in one view instead of jumping between tabs.
Valorx Wave CRM dashboard displaying a table of opportunity records with columns for Name, Stage, Amount, Close Date, Owner, Opportunity Type, and Account.
Sales agreement table in Valorx Wave showing account details, products, planned quantities, sales prices, and discount percentages for October 25 and November 25.
Valorx Wave sales dashboard showing account details like name, phone, type, and owner, alongside a circular KPI chart with case status breakdown and 147 record count.
Valorx Wave sales dashboard showing account details like name, phone, type, and owner, alongside a circular KPI chart with case status breakdown and 147 record count.
Valorx Wave sales dashboard showing account details like name, phone, type, and owner, alongside a circular KPI chart with case status breakdown and 147 record count.
Valorx Wave sales dashboard showing account details like name, phone, type, and owner, alongside a circular KPI chart with case status breakdown and 147 record count.
Valorx Wave sales dashboard showing account details like name, phone, type, and owner, alongside a circular KPI chart with case status breakdown and 147 record count.

Real results from enterprise teams   

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1000 s

of stock updates in minutes

100 %

data stays in Salesforce

0

failed imports
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See what Valorx adds to Salesforce inventory management

Salesforce tracks inventory. Valorx makes it manageable.
Without Valorx
Edit stock levels one record at a time
Inventory data scattered across locations
Low stock identified in reports
BOM components across separate records
With Valorx
Bulk update hundreds of ProductItems at once
All locations visible in one grid
Low stock highlighted in the grid
Parent products + components in one view
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Eric Winston
Service Supervisor
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Built for teams managing inventory in Salesforce

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Field Service

Van stock, parts consumption, technician inventory.
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Manufacturing

Bill of materials, raw materials, finished goods, multi-warehouse.
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Healthcare

Medical supplies, device tracking, expiration dates
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Distribution

Multi-location warehouses, bulk stock updates.
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Retail

Store inventory, replenishment, stock balancing.

Two ways to manage inventory in Salesforce

Choose the approach that fits your workflow.

Wave

A spreadsheet interface built inside Salesforce.
CRM interface showing a list of accounts with columns for account name, billing state, and phone number, and a panel displaying Beglobal's opportunities with names, amounts, qualification stage, and close dates.
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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.
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Real results with Valorx

Show your customers what's possible when they combine Salesforce with spreadsheet-native workflows.

Adobe

Get more quotes out the door by handling unlimited line items and complex calculations in familiar spreadsheets while keeping all data secure in Salesforce.
View case study

BP Oil & Gas

Get more quotes out the door by handling unlimited line items and complex calculations in familiar spreadsheets while keeping all data secure in Salesforce.
View case study
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Smiling young man with glasses and a beard wearing a black shirt on a light gray circular background with a small purple circle in the top right.
Eric Winston
Service Supervisor
Book a demo
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