Product Walkthroughs

Bulk Edit Salesforce CPQ Quotes from Excel | Valorx Fusion

Quote Line Editor in Excel

Add products, mass-edit quantities, and save quote lines back to Salesforce CPQ from Excel.

Valorx Fusion Quote Line Editor for Salesforce CPQ in Excel

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Edit Salesforce CPQ quote lines in Excel

This walkthrough covers the Fusion Quote Line Editor for Salesforce CPQ in four short chapters: find a quote, add products by family, code or search, mass-edit quote lines with standard Excel, and continue in Salesforce. When you save, Fusion updates only the quote lines that changed.

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360 Snap in Wave showing an account with its related assets

Using 360 Snap

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

Launch walkthrough

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.

Launch walkthrough

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.

Launch walkthrough

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

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