Manufacturing in Salesforce

Forecasting, quoting, and inventory—at the scale your operations demand. Stop wrestling with spreadsheets. Start selling.

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

Forecasting

Forecasting & demand planning

Valorx brings spreadsheet-style editing to Manufacturing Cloud-so you can plan at scale without exporting to Excel.

Edit forecasts across accounts instantly

Update demand forecasts in bulk-by account, product, region, or time period. No more record-by-record edits or exporting to spreadsheets.

Track forecast vs. actual variance

See planned quantities alongside actuals with variance calculated automatically. Conditional formatting highlights over- and under-performance.

Rolling forecasts across time periods

See forecasts laid out by month or quarter in a timeline view. Update rolling 12-month forecasts without jumping between records.

Model what-if scenarios

Use Fusion to build forecast models in Excel with live Manufacturing Cloud data. Test scenarios-demand spikes, supply constraints-and push changes back.

Arguments

Sales agreements & performance

Track all sales agreements with planned volumes, actual orders, and compliance status. Spot under-performing agreements before they become problems.

View agreement performance in one grid

See all sales agreements with planned revenue, actual revenue, and compliance percentage. Conditional formatting highlights at-risk agreements.

Align sales and operations

Give sales reps, sales ops, and demand planners access to the same forecast grid. Everyone edits in Salesforce-no more competing spreadsheets.

See related data without switching tabs

View accounts with their sales agreements, forecasts, and order history in one grid. Stop jumping between records to piece together the full picture.

Compare periods and track trends

Analyze agreement performance across quarters and years. Identify seasonal patterns and adjust planning accordingly.

CPQ & Quoting

CPQ & quoting at scale

Edit quote line items in bulk-adjust pricing, quantities, and discounts across complex quotes with hundreds of SKUs.

Bulk discount adjustments

Update discounts across 500 line items in one grid-quarter-end adjustments done in minutes instead of hours.

Multi-quote line-item updates

See line items across all open quotes in one view-update quantities, pricing, terms. Handle 500+ line items without lag.

Complex product configurations

Manage quotes with complex industrial products and long SKU numbers. Filter, sort, and update configurations at scale.

Pricing analysis with Excel

Build complex pricing models in Excel with live quote data. Calculate margins, compare scenarios, then push approved pricing back to Salesforce.

Inventory

Inventory & BOM management

Update stock levels across warehouses. View Bill of Materials with parent products and components together. Spot low stock before it stops production.

Multi-location inventory view

See inventory across all warehouses in one grid. Quantity on hand, reorder points, and orders in transit-all visible at once.

Low stock alerts

Conditional formatting highlights rows where quantity on hand is below reorder point. Catch shortages before they impact production.

BOM component tracking

View parent products with their Bill of Materials components. Update component quantities and track availability for production planning.

Inventory planning in Excel

Build inventory models with safety stock calculations and demand forecasting. Live sync ensures your models always use current data.

Field service

Field service & work orders

Manage work orders and technician schedules at scale. View work orders with assigned technicians, parts, and asset history in one grid.

Work order management at scale

View work orders with assigned technicians, status, scheduled dates, and parts required. Update multiple work orders in one action.

Technician reassignment

Select multiple work orders and reassign from one technician to another. Balance workloads across your field team in seconds.

Process warranty claims in bulk

View claims with related asset, warranty coverage, and settlement details. Approve, reject, or adjust amounts across multiple claims at once.

Service analytics

Build service performance dashboards in Excel with live Field Service data. Track response times, first-time fix rates, and technician productivity.

Orders

Orders & territory planning

Process orders in bulk and plan territories with assigned accounts and quota targets-all from one grid.

Bulk order processing

Edit orders and order products across customers. Update fulfillment status, adjust quantities, and track delivery dates without opening each record.

Fulfillment status updates

Select 10 orders and change fulfillment status from 'Processing' to 'Shipped' in one click. Manufacturing order numbers and customer accounts in one view.

Territory and quota planning

View territories with assigned accounts, quota targets, and performance. Reassign accounts, adjust quotas, and balance workloads in one grid.

Quota analysis in Excel

Build quota attainment models and territory analysis in Excel. Compare rep performance, model reassignments, and optimize coverage.

See how fast Salesforce
can actually feel.

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

14 days

to production

10x

faster forecasts in Salesforce

700%

CPQ efficiency gains

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Built for manufacturing teams in salesforce

Valorx works across manufacturing verticals using Salesforce

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Automotive & Auto Parts

Demand forecasting, supplier coordination, warranty claims.

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High-Tech & Electronics

CPQ for complex configurations, inventory management.

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Industrial Machinery

Sales agreements, complex quoting, field service.

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Building Products

Multi-location inventory, project-based quoting.

Work in Salesforce like you work in a spreadsheet.

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.

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 for Manufacturing

Salesforce connects your value chain. Valorx makes the data manageable.

Without Valorx

Slow user adoption due to complexity

Fragmented data across multiple systems

Limited customization and process rigidity

Revenue leakage from forecasting inaccuracies

With Valorx

Excel-style user interface for seamless adoption

Centralized, real-time forecasting in Salesforce

Customizable forecasting capabilities built for manufacturers

Higher accuracy, lower costs, and faster decisions

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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

Common 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.