Product Walkthroughs

How to Open Salesforce CPQ Quotes in Excel | Valorx Fusion

Connecting Salesforce to Excel

Connect your Salesforce org to Excel, open a CPQ quote, and see its quote lines in a spreadsheet view.

Salesforce CPQ quote lines open in Excel with Valorx Fusion

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How to connect Salesforce to Excel with Fusion

This walkthrough shows the first steps in Fusion: connect your Salesforce org from the Valorx Fusion tab in Excel, choose your Salesforce app, and open a CPQ quote. Quotes load with your Salesforce permissions and sharing rules respected, and you can jump to the same quote in Salesforce at any time.

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Using 360 Snap

Open a record from your grid in 360 Snap and edit its details and related lists in one view.

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Forecast prep grid in Wave with open opportunities, close dates and forecast categories

Forecast Call Prep

Flag the deals that need attention with rules, fix close dates, move deals to Commit, and save in one go.

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Lightning App Builder with the Valorx Grid component on an App Page

Publishing an App

Put a grid you have built on a Salesforce Lightning App Page so your team opens live, editable data from the app launcher.

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Account Realignment sheet in Excel with current and new owner columns

Account Realignment

Select accounts by owner, assign a new owner in Excel, and choose which related records move with them.

Launch walkthrough

Ready to try it in your own org?

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