Salesforce administration. At spreadsheet speed.

Manage CPQ configurations, update forecasts, resolve cases, clean data—all inside Salesforce or from Excel. The admin toolkit built for scale.

Screenshot of Valorx Wave sales dashboard showing account sales agreements with columns for product, planned quantity, sales price, and discount percentage for October 25 and November 25.

Valorx Fusion interface showing an Excel sheet titled Deal Pricing Estimator with sections for Quote Information, Partner Information, Account Information, Customer Price, and Equipment Summary.

Enhancing Salesforce for industry leaders

Forecasting

Forecasting & pipeline visibility

Real-time pipeline control—update forecasts in bulk, build live Excel models leadership trusts.

Bulk opportunity updates

Update stages, amounts, and close dates across hundreds of opportunities in one grid. 847 opps for the quarter, edited at once.

Forecast category cleanup

Fix miscategorized pipeline in bulk—align forecasts to reality before the board meeting. Update 156 opps from Pipeline to Commit.

Live Excel forecast models

Give Finance live Opportunity data in Excel—pivot tables and scenario models, always current.

Quota attainment tracking

Build quota vs attainment dashboards in Excel—real-time visibility without weekly exports. Conditional formatting shows who's on track.

CPQ

CPQ & quoting

Bulk control over quotes, products, and pricing—configure complex quotes, update pricing rules, manage product catalogs without record-by-record clicks.

Bulk quote line editing

Edit discounts, quantities, and pricing across hundreds of line items—no record-by-record clicks. Filter by quote status, edit 847 lines at once.

Product catalog updates

Update Product, Pricebook Entries, and attributes across your entire catalog in one session. 2,400 products updated at once.

Pricebook entry updates

Update pricing across multiple pricebooks—no export/import cycle. Apply 5% price increase to 1,200 entries instantly.

Quote approval management

View pending quotes, reassign approvers, clear the queue before it blocks deals. 34 quotes pending? Handle them in bulk.

Case Management

Case management at scale

Bulk control over support operations—reassign cases, manage SLAs, clear backlogs before breaches.

Bulk case reassignment

Reassign cases by priority, product, or region—balance workloads instantly. Agent out sick? 127 cases reassigned in one action.

SLA breach prevention

Filter cases approaching breach—see time remaining and take action before metrics suffer. 23 cases at risk, highlighted in red.

Bulk status updates

System issue resolved? Update all related cases at once—add notes and close tickets in bulk. 89 cases closed with one save.

Entitlement updates

Contract renewals changed support tiers? Update entitlements across accounts in one save. 156 entitlements extended.

Data Management

Data management without exports

Direct data access—spot duplicates, standardize values, fix gaps without leaving Salesforce.

Duplicate detection

Sort by email, see duplicates highlighted with full context—know which to keep. Two john.smith@acme.com rows? See created dates side by side.

Value standardization

Filter 'USA' vs 'United States' vs 'US'—standardize 12,847 records in one save. No more inconsistent data.

Missing data cleanup

Filter for blanks. See who owns them. Fix in bulk or assign for follow-up. 234 accounts with blank Industry—highlighted red.

Post-migration cleanup

Filter by migration date. Spot bad mappings. Fix before anyone notices. 45,000 records fixed in one afternoon.

Bulk Updates

Bulk updates without Apex

A bulk editing grid inside Salesforce—select thousands of records, edit inline, save in one transaction.

Territory realignment

Filter by region. Select accounts. Change owner. Save. Done. 847 accounts reassigned to Sarah Chen in one action.

Parent-child updates

See Accounts with related Contacts and Opportunities. Update across objects without cascade failures. Nested view, one save.

Mass picklist changes

New value? Deprecated value? Filter, select, update 5,247 records. Wave batches automatically. Progress bar shows completion.

Inline editing at scale

Click, type, tab. Make 50 changes, save once. Validation errors show inline—fix before committing. 47 pending changes, one save.

Admin Ops

Admin operations at production speed

Spreadsheet control over any object—audit users, manage tasks, fix Flow failures, migrate record types.

User and license audit

Filter inactive users, deactivate in bulk, and reclaim licenses. 47 users with no login in 90 days—deactivate selected.

Bulk task management

Create, reassign, or update tasks in bulk—reps change, due dates shift. 234 tasks reassigned from former rep to new rep.

Fix records breaking flows

Filter records causing Flow failures, fix the data, and re-trigger automation. 89 records with missing data—highlighted red.

Record type migration

Move thousands of records to new record types—no Apex required. 3,247 accounts migrated from Legacy to Enterprise.

See how fast Salesforce
can actually feel.

If you can do it in spreadsheet,
you can do it in Valorx.

<00 days

to production

00x

faster forecasts in Salesforce

10,000+

SKUs updated in one operation

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Built for every team that manages Salesforce

Valorx works across various verticals using Salesforce

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Sales Operations

Pipeline management, territory assignments, forecast updates, quota tracking.

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Revenue Operations

CPQ configuration, pricing updates, deal desk support, renewal management.

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Finance Teams

Forecasting models, quota attainment, pipeline analysis, revenue reporting.

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Data Analysts

Data extraction, reporting, quality audits, dashboard building.

Work in Salesforce like you work in a spreadsheet.

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.

Learn more

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.

Learn more

See what Valorx adds to Salesforce

Get more from your Salesforce investment with tools built for administration at scale.

Without Valorx

Bulk updates require Data Loader or Apex

CPQ line items edited one quote at a time

Forecast updates require clicking each opp

Case reassignment one ticket at a time

With Valorx

Update 10,000 records in one grid operation

Bulk edit quote lines across all open quotes

Update stages across 500 opps at once

Reassign entire queues in one action

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Eric Winston

Service Supervisor

Book a demo

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Why teams choose Valorx

Valorx has made complicated data uploads quick and easy, saving valuable time. The implementation was quick and the support simply top notch!

Dawn Jamieson

Business Operations Manager, Nvidia

Besides the efficiency gains, Valorx has helped us mitigate data leakage and improve accuracy. I highly recommend Valorx to anyone who works with Salesforce data.

Ben Wong

Sales Operations Manager, Adobe

We use Valorx for sales forecasting. Very powerful, highly recommend the product. Excellent customer service and exceptionally fast turnaround time.

Karthik Dosapati

Data Analyst, Western Digital

When it comes to data migration, I see a limitless potential to migrate CPQ master data between orgs to maintain configuration, pricing, and quoting processes without the need for lengthy data loader processing.

Ian Jones

Senior Revenue Cloud Consultant, Globant

Frequently asked questions

Does Valorx work with Manufacturing Cloud?

Yes. Valorx works with all Manufacturing Cloud objects including Sales Agreements, Account Forecasts, and Warranty Claims.

Can I use Valorx with Salesforce CPQ?

Yes. Bulk edit quote line items, update pricing across products, and compare quotes side-by-side.

How does Wave help with forecasting?

Wave lets you edit Account Forecast records in bulk—update planned quantities across accounts, products, and time periods in one grid. Conditional formatting highlights variances between planned and actual.

When should I use Fusion instead of Wave for forecasting?

Use Fusion when you need complex calculations, seasonal adjustments, or what-if scenarios that require Excel's formula capabilities. Fusion syncs live with Salesforce, so your models stay connected to Manufacturing Cloud data.

Does Valorx respect Salesforce security?

Yes. All permissions, sharing rules, and validation rules are enforced. Users only see and edit data they have access to.

How fast can we deploy?

Wave deploys in minutes as a managed package. Fusion requires Excel add-in installation. Most teams are live within 14 days.