See every technician, skill and job in one grid

Find the right person by skill, spot who carries the most work, and dispatch jobs in bulk.
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Resources
USE CASES

What your Salesforce resource planning is missing

Skills, assignments and appointments live on separate pages. Wave lines them up so you can staff the work.
Excel sheet titled 'Bulk Assignment Updates' showing resource assignments with columns for resource name, role, department, current project, account, allocation percentage, start and end dates, hours per week, billable status, rate, status, and manager.

Every technician and their skills

  • All active technicians in one grid
  • Open a row to see their skills
  • Edit skill levels in place
Excel screenshot displaying a Resource Management Utilization Heatmap with overbooked consultants highlighted in red, showing roles, departments, allocated and available hours, utilization percentages, billable hours, project assignments, and status for Q2 FY2026.

Find the right person for the job

  • Skills grouped by skill
  • Everyone who has it, by level
  • No clicking through profiles
Excel spreadsheet titled Capacity vs Demand showing capacity planning and staffing gaps with a table listing resource names, roles, departments, skill levels, total capacity hours, currently allocated hours, available hours, pipeline demand, gap/surplus hours, gap percentage, urgency, and action needed.

See who carries the most work

  • Assignments grouped by technician
  • A count on every person
  • Spot who is free before you book
Excel spreadsheet showing a multi-object view of resource management with columns for resource name, title, primary skill, certifications, current project, project account, project type, assignment start/end dates, allocation percentage, utilization percentage, and billable rate.

Dispatch jobs in bulk

  • Select the appointments to dispatch
  • Set the status once
  • Save them all to Salesforce
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 resource updates

50%

savings in staffing admin
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See what Valorx adds to resource management in Salesforce

Without Valorx
Edit resource assignments one at a time
Utilization data in separate reports
Capacity data in spreadsheets
Related data across tabs
With Valorx
Bulk update allocations across projects
Overloaded resources highlighted in the grid
Capacity vs. demand side-by-side
Resources + Projects + Skills in one grid
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Built for teams managing resources in Salesforce

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Professional Services

Consultant staffing, billable utilization, project allocation.
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Technology & IT Services

Developer assignments, skill matching, capacity planning.
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Marketing Agencies

Creative team allocation, campaign staffing, workload balancing.
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Field Services

Technician scheduling, territory management, appointment allocation.

Two ways to manage resources in Salesforce

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 Improves End-to-End Operational Efficiency in Salesforce

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Western Digital Unlocks Powerful Salesforce Forecasting Capabilities

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BP Oil & Gas Solves Complex Quoting inside Salesforce

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More success stories
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