Product Walkthroughs
Get Started with Valorx Fusion in Excel

Getting Started with Fusion in Excel

Open the Valorx Fusion tab in Excel, connect your Salesforce org and make your first quote edit.
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Valorx Fusion Quote Line Editor open in Excel with Salesforce quote lines
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Your first quote edit in Excel

This walkthrough starts from a blank Excel workbook. Open the Valorx Fusion tab, connect to Salesforce, launch the Quote Line Editor app and pick a quote. Update the quote lines in Excel, then open the same quote in Salesforce to see the changes saved.

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Valorx Fusion Quote Line Editor open in Excel with Salesforce quote lines

Getting Started with Fusion in Excel

Open the Valorx Fusion tab in Excel, connect your Salesforce org and make your first quote edit.
Launch walkthrough
Valorx Wave opportunity grid color-coded by stage, ready for a bulk update

Bulk Updating with Mass Modifier

Filter opportunities by stage, select them all and change the owner on hundreds of records at once with Mass Modifier.
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Lead Source column filter open in a Valorx Wave grid

Sorting and Filtering Data

Filter records by owner, lead source and close date, then sort the results, right inside Salesforce.
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Valorx Wave grid in Salesforce with conditional formatting on opportunity stages

Wave at a Glance

Take a quick tour of Wave in Salesforce: drag columns, filter, color-code, copy-paste and add records in a spreadsheet-style grid.
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Ready to try it in your own org?

Install Wave free and build your first grid in minutes, or book a demo and we will walk through your use case.
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