Oil & Gas in Salesforce

From basin to backlog—manage quotes, pipeline, work orders, and equipment at scale in Salesforce. No CPQ slowdowns. No spreadsheet exports.

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

Quoting

Complex quoting & CPQ

Equipment rentals and service packages with 100+ line items. Day rates, weekly rates, footage rates. Build quotes without CPQ performance issues—or exporting to Excel.

Build high-volume quotes without slowdowns

View all quote lines in a spreadsheet grid. Edit pricing, quantities, and discounts in bulk. No waiting for CPQ to load—changes save instantly to Salesforce.

Spot margin issues before submitting

Conditional formatting highlights low-margin items across the quote. Red for below threshold, yellow for borderline—see profitability risks without running reports.

Configure equipment bundles in one grid

Multi-object views show quote header with all line items—BOPs, handling tools, consumables. Edit the entire package in one grid instead of navigating related lists.

Model pricing with live Salesforce data

Use Fusion to pull quote data into Excel. Calculate day rate × duration + mobilization + consumables. Compare scenarios, then push the winning quote back to Salesforce.

Forecasting

Pipeline forecasting

High-value deals with long sales cycles. $500K to $5M+ contracts across multiple basins. Get pipeline visibility and forecasting power—without spreadsheet exports.

View entire pipeline in one grid

See all opportunities across territories and stages. Filter by basin, product line, or close date. Bulk update amounts, stages, and close dates without clicking into each record.

Spot at-risk deals instantly

Conditional formatting flags stalled opportunities and slipped close dates. Red for overdue, yellow for at-risk—see pipeline health without running reports.

See opportunities with products & contacts

Multi-object views show opportunity details alongside products quoted and key contacts. Get the full picture without clicking through related lists.

Model revenue scenarios in Excel

Use Fusion to pull pipeline into Excel. Apply probability weighting, seasonal adjustments, and what-if scenarios. Push updated forecasts back to Salesforce.

Field Service

Field service & work orders

Maintenance, inspections, and repairs across wellsites and basins. Manage work orders at scale—without clicking into each record.

View all work orders across locations

See every work order in one grid—location, status, technician, priority. Filter by basin, job type, or due date. Update assignments and status in bulk.

Spot overdue and priority jobs

Conditional formatting flags overdue work orders and SLA breaches. Red for past due, yellow for due today—see operational risks without running reports.

View work order with asset & account

Multi-object views show work order alongside asset information and customer details. See equipment history, maintenance records, and contact info in one row.

Bulk reassign technicians across basins

Select multiple work orders and reassign from one technician to another. Rebalance workloads when priorities shift or crews rotate between basins.

Fleet

Equipment & fleet

Hundreds of assets across yards and customer sites. Utilization tracking, maintenance scheduling, rental revenue. Manage your fleet without record-by-record clicking.

View entire fleet in one grid

See all equipment—serial numbers, locations, status, current rental. Filter by category, yard, or availability. Update locations and status in bulk.

Spot maintenance & certifications due

Conditional formatting flags equipment needing attention. Red for overdue maintenance, yellow for expiring certifications—see compliance risks across the fleet.

Analyze utilization & revenue

Use Fusion to pull asset data into Excel. Calculate utilization rates, revenue per asset, and ROI. Identify underperforming equipment without manual exports.

Bulk update asset locations & status

When equipment moves between yards, customer sites, or goes out for maintenance, update dozens of assets in one action. Keep your system of record current with field reality.

Territory

Territory & accounts

Manage accounts across basins and territories. Align reps with the right customers. See pipeline and activity at the account level—without drilling through related lists.

Manage accounts across basins

View all accounts by territory in one grid. See opportunities, recent activity, and contract status. Bulk update territories, owners, and classifications.

Bulk reassign territories and owners

When territories realign or reps rotate, update account assignments across hundreds of records in one action. No IT tickets or Data Loader runs.

Spot inactive accounts

Conditional formatting flags accounts with no activity or open opportunities in 60+ days. Prioritize outreach where revenue is at risk.

Build territory performance models

Use Fusion to compare pipeline coverage, win rates, and revenue across territories. Model redistribution scenarios and push approved changes back.

Data

Data & imports

Rate sheets from partners. Equipment catalogs from vendors. Customer lists from acquisitions. Get external data into Salesforce without IT tickets or Data Loader.

Import rate sheets from partners

Use Fusion to import rate sheets from partners or vendors. Validate, transform, and push to Salesforce—while matching to existing products.

Load equipment catalogs at scale

Import hundreds of equipment SKUs and specifications with a single push. Keep your product master current with new vendor catalogs.

Onboard customer lists from acquisitions

After an acquisition, load new accounts, contacts, and contracts into Salesforce without a multi-week IT project. Fusion handles validation and dedup checks.

Keep Salesforce in sync with field systems

Periodic exports from ERP, dispatch, or field telemetry? Fusion loads those updates into Salesforce on demand, so your CRM reflects field reality without manual copying.

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 work order updates at scale

100+

line items per quote without slowdowns

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Built for oil & gas teams

Valorx works across the energy value chain in Salesforce

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Upstream / E&P

Lease administration, well operations, JIB management

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Midstream

Contract management, nominations, capacity allocation

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Oilfield Services

Complex quoting, equipment rental, field service

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Downstream / Refining

Product pricing, supply agreements, terminal operations

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

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

Without Valorx

CPQ times out on 100+ line item quotes

Margin issues discovered after bid submitted

Pipeline visibility requires running multiple reports

Work orders updated one record at a time

With Valorx

Edit all lines in a spreadsheet grid without slowdowns

Conditional formatting flags low margins before submit

All opportunities across basins in one grid

Bulk status, technician, and schedule updates

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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.