Service Cloud with Spreadsheet Ease

Manage cases, knowledge articles, entitlements, and work orders with spreadsheet speed—inside Salesforce or from Excel. No more record-by-record updates.

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

Case

Case management

Your agents handle hundreds of cases. Valorx gives them a spreadsheet interface to update statuses, reassign owners, and close cases in bulk—without opening each record.

Bulk case updates

Load your entire case queue into a grid—filter by status, priority, or owner. Update 200 cases in one save instead of 200 clicks.

Case triage and routing

View new cases in a grid, assign priorities, route to the right agents—all before your first coffee gets cold.

Mass case closure

Filter for resolved cases older than 30 days, review in the grid, close them all in one action.

SLA and escalation tracking

Filter by milestone status, sort by time remaining, take action before customers escalate.

Knowledge

Knowledge management

Knowledge articles need constant updates—URLs change, products evolve, policies shift. Valorx lets you update articles in bulk instead of editing them one at a time.

Bulk article updates

Update hundreds of knowledge articles in one operation—not hundreds of edit sessions.

Article visibility management

Launching a customer portal? Set 'Visible in Public Knowledge Base' across 500 articles in one save. No Apex scripts required.

Data category assignment

Reassign data categories across articles in bulk. Filter by current category, select articles, and apply new categorization.

Article performance analysis

Pull article usage data into Excel—views, helpful votes, case attachments. Identify gaps in your knowledge base and prioritize content creation.

Entitlements

Entitlements & service contracts

SLA management shouldn't mean clicking through hundreds of entitlement records. Valorx gives you bulk operations across your entire service contract portfolio.

Bulk entitlement creation

Onboarding 50 new customers? Create entitlements in bulk—set support levels, start dates, and remaining cases.

Service contract renewals

Pull all contracts expiring in the next 90 days into one view. Update terms, extend dates, adjust pricing—process 100 renewals in one go.

SLA compliance analysis

Build SLA dashboards in Excel with live entitlement data. Track milestone completion rates, identify at-risk accounts, and forecast renewal likelihood.

Entitlement portfolio view

See all entitlements across accounts with status, remaining cases, and expiration dates. Conditional formatting highlights at-risk entitlements.

Asset

Asset tracking

Valorx gives you bulk editing power to keep asset data accurate across your entire installed base.

Asset data maintenance

Product discontinued? Update asset status across 5,000 records in one operation. No more clicking through each asset to mark it obsolete.

Warranty tracking at scale

See all assets with warranties expiring this quarter. Proactively reach out for renewals. Update warranty dates in bulk when customers extend coverage.

Installed base analysis

Pull asset data into Excel for portfolio analysis—product mix by customer, age distribution, upgrade candidates. Connected to live Salesforce data.

Serial number management

Track serial numbers, install locations, and configuration details. Bulk update when assets are moved or upgraded.

Order

Work order management

Valorx gives dispatchers and service managers bulk editing power to keep operations moving.

Bulk work order creation

Preventive maintenance schedule? Create 200 work orders in one operation. Set work types, assign accounts, schedule service appointments—all in a spreadsheet interface.

Work order status updates

End-of-day reconciliation? Update completed work orders in bulk. Change statuses, add resolution notes, close out the day's work in minutes.

Resource assignment and scheduling

Technician out sick? Reassign their work orders in bulk. Filter by assigned resource, select all, and reassign to available technicians.

Work order analytics in Excel

Build field service dashboards with live work order data. Track completion rates, first-time fix rates, technician utilization—all in Excel with automatic refresh.

Analytics

Service analytics

Build case volume dashboards in Excel—pivot by product, agent, or region. Pull live Salesforce data into your analysis without stale exports.

Case volume dashboards

Build case volume dashboards in Excel—pivot by product, agent, or region. Live sync indicator with timestamp keeps data fresh.

Resolution time analysis

Track resolution times across teams, products, and case types. Identify bottlenecks and optimize your support operations.

Agent performance reporting

Build agent scorecards with cases handled, resolution rates, and customer satisfaction. Compare performance across teams.

Field service metrics

Track work order completion rates, first-time fix rates, technician utilization. Build heatmaps and trend reports with live data.

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 case updates in Salesforce

500+

cases updated in one go

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Built for every team that works with cases

Industries that need case visibility across its accounts, opportunities, customers in one view.

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Service Agents

Bulk case updates, quick triage, mass closure

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Knowledge Managers

Bulk article updates, visibility management

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Dispatchers

Work order creation, resource assignment

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Salesforce Admins

Data cleanup, entitlement setup, asset maintenance

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 Service Cloud

Get more from your Service Cloud investment with tools built for the way service teams actually work.

Without Valorx

Case updates one record at a time

Knowledge articles edited individually

Entitlements created one by one

Asset data maintenance is tedious

With Valorx

500+ cases updated in one save

Bulk article updates—URLs, visibility, categories

Bulk entitlement creation and renewal

Grid-based asset updates at scale

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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.