Salesforce Pricebook Management

Update prices across hundreds of products at once with spreadsheet experience inside Salesforce.
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Screenshot of an Excel spreadsheet titled 'Pricebook Management' showing overview, summary of pricebooks with product counts, active and inactive entries, average prices, and recent price changes with dates, products, old and new prices, percentage changes, and changed by names.
Pricebook
USE CASES

No static pricebooks list views in Salesforce

Spreadsheet-style editing for Products, Pricebooks, and Pricebook Entries.
Excel spreadsheet showing bulk price updates for Salesforce products with columns for product name, code, family, pricebook, previous price, new price, changes in dollars and percentage, cost, margin, active status, effective date, and updated by user.

Update prices across hundreds of products at once

Edit unit price, list price, and active status across your entire catalog. Copy/paste from Excel, drag to fill, or use Mass Modifier to change thousands of entries in one action.
Spreadsheet showing Pricing Alerts with product details, margin thresholds, alerts, and issue descriptions in a Pricebook Management tool.

Spot pricing errors instantly

Conditional formatting highlights inactive entries, zero prices, or margins below threshold. No more running reports to find problems.

Add products to pricebooks in bulk

Select products, assign to pricebook, set prices—all in one action. No Data Loader required.
Excel spreadsheet showing multi-object pricing comparison for products including CRM, Analytics, Security, and Platform with columns for standard, enterprise, partner, government, education prices, margins, and cost.

View Products + Pricebook Entries together

Product Name, Family, Description, and all pricebook prices in one 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.

Real results from enterprise teams   

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100 %

data stays in Salesforce

10 x

faster pricebook updates

No

data imports
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See what Valorx adds to Salesforce pricebook management

Edit live Salesforce data. No exports. No imports. No stale spreadsheets.
Without Valorx
Update prices one record at a time
Export to Excel for price comparison
Multi-currency pricing in separate views
Data Loader for bulk product additions
With Valorx
Bulk update hundreds of entries at once
Compare pricebooks side by side in one grid
All currencies visible and editable together
Add products to pricebooks with Grid Actions
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Eric Winston
Service Supervisor
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Built for teams with complex pricing needs

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Technology & SaaS

Subscription tiers, usage-based pricing, enterprise vs. SMB.
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Manufacturing & Distribution

Regional pricing, volume discounts, dealer/partner pricebooks.
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Wholesale & Retail

Wholesale vs. retail pricing, seasonal promotions, channel pricing.
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Professional Services

CA Rate cards, service tiers, contract-based pricing.

Two ways to simplify pricebooks management

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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