Salesforce License Management

Track, manage, and renew software licenses faster with spreadsheet-style editing inside Salesforce.
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Spreadsheet dashboard titled License Management showing key performance indicators including total licenses 648, 28 expiring in 30 days, utilization rate 74%, annual license value $3,247,800, and 40 pending renewals, with a license summary by vendor listing Microsoft, Salesforce, Adobe, Atlassian, ServiceNow, Okta, Zoom, and others with their products, license counts, utilization, and status.
Licenses
USE CASES

Assign and manage licenses directly from Salesforce

Spreadsheet-style editing that makes license tracking faster and audit-ready
Excel sheet titled Bulk License Updates showing license keys, products, vendors, status, assigned users, departments, expiration dates, seats, license types, cost per seat, and annual costs for software licenses.

Update license records in bulk

Edit status, assigned users, and renewal dates across hundreds of records. Copy/paste, drag/fill, and mass modify.
Spreadsheet titled Expiration Alerts showing license details including product names, vendors, license types, expiration dates, days until renewal, license status color-coded from expired to expiring, seat counts, annual costs, renewal contacts, auto-renew status, and priority levels.

Spot expiring licenses instantly

Conditional formatting highlights licenses approaching renewal or already expired.
Excel spreadsheet titled Utilization Analysis showing license management data including product names, vendors, license types, seats purchased/assigned/available, utilization percentage, last login, active users, cost per seat per month, annual cost, waste cost, and recommendations.

View entitlements vs. usage side-by-side

Compare purchased seats to assigned users. Identify underutilized licenses at a glance.
Excel spreadsheet showing a multi-object view of license management with columns for asset name, product, contract number, account name, vendor, contract start and end dates, contract value, license count, seats active, and annual cost.

View related data in one place

Assets + Contracts + Accounts + Vendors together in a single grid.
Spreadsheet showing license reassignment details from Marketing to Sales including product names, current users, license types, expiration dates, and status with one conflict highlighted in red.

Reassign licenses across users or departments

Select licenses, change assignments, done. Reallocate seats in seconds.
Spreadsheet titled 'Renewal Actions' showing license management data including asset names, products, vendors, expiration dates, days left, annual cost, renewal types, assigned users, last actions, action dates, and status.

Trigger renewal workflows from the grid

Initiate renewals, send notifications, or run Flows on selected licenses from the grid.
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.

Real results from enterprise teams   

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1000 %

data stays in Salesforce

10 x

faster license updates in Salesforce

30%

potential savings on spend
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See what Valorx adds to Salesforce license management

Without Valorx
Edit license records one at a time
Expiration dates on individual records
Usage data in separate reports
Related data across tabs
With Valorx
Bulk update hundreds of records at once
Expiring licenses highlighted in the grid
Entitlements vs. usage side-by-side
Assets + Contracts + Accounts in one grid
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Eric Winston
Service Supervisor
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Built for teams managing licenses in Salesforce

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Technology & SaaS

Customer subscriptions, seat tracking, and renewal management.
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Financial Services

Vendor compliance, audit trails, and regulatory requirements.
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Healthcare

Medical software licensing, HIPAA compliance, audit readiness.
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Manufacturing

CAD/CAM licenses, ERP seats, production software tracking.

Two ways to manage licenses in Salesforce

Choose the approach that fits your workflow.

Wave

A spreadsheet interface built inside Salesforce.
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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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