Manage cases inside Salesforce

Update case statuses and owners across your entire queue in one grid—directly inside Salesforce or Excel. Act before SLA breach, not after.

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Enhancing Salesforce for industry leaders

Cases

Case management

Stop opening each case individually. Filter your queue. Select cases. Update any field. Save to Salesforce—triggers fire normally.

Bulk status updates

Move cases between statuses in one action. Select by criteria, change status, save. Triggers, validation rules, and flows all run.

Mass reassignment

Agent out? Filter their cases, select all, change owner. 200 cases reassigned in under a minute—not an hour.

Priority updates

Escalate multiple at-risk cases at once. Update priority, assign to senior agents. Hours become minutes.

Custom field bulk updates

Category, subcategory, product, resolution code—any picklist or field. Bulk update across cases so reporting stays clean.

Triggers

Workflow triggers

Escalate, send emails, create tasks, route to queues—without leaving the grid. Grid Actions connect any Flow to a button.

Trigger escalation flows

Select at-risk cases. Click 'Escalate.' Your Flow runs—updates priority, reassigns to Tier 2, notifies manager. All in one action.

Send email in bulk

Select cases awaiting response. Click 'Send Update.' Your email Flow runs—customers get templated updates. No copy-paste.

Route to specialized queues

Select cases needing expertise. Click 'Route to Billing' or 'Route to Technical.' Your assignment Flow handles the rest.

Create tasks & follow-ups

Select unresolved cases. Click 'Create Follow-up Task.' Your Flow generates tasks for the owner with due dates and templates.

SLA

SLA tracking

By the time you run a report and export, cases have breached. Wave shows live SLA data. Act before breach, not after.

Real-time SLA visibility

See time remaining on every case. Red for breached, yellow for at-risk. Filter to cases needing attention.

Bulk escalation

Filter at-risk cases. Select all. Escalate priority, reassign to senior agents—one action. Stop SLA breaches before they start.

Customer SLA segmentation

Filter by customer tier and SLA commitment. Prioritize recovery on strategic accounts. Keep premium SLAs on track without breaking the regular queue.

SLA trend analysis in Excel

Pull SLA data into Excel with Fusion. Track breach rates, root causes, and improvement trends. Share dashboards with leadership.

Coverage

Reassignment & coverage

Reassign 200 cases before your coffee gets cold. Agent out sick? Coverage gap? Filter by owner, select all, change owner, save. Done.

Coverage management

Agent on PTO? Filter their queue, reassign to backup. What took an hour takes five minutes. No customer waits because an agent is out.

Workload balancing

See case distribution across agents. Identify overloaded queues. Redistribute in real time—before escalations start flooding in.

Monday morning queue cleanup

Weekend backlog? Filter by 'Created over weekend' and route to the right teams in bulk. Agents start the week helping customers, not sorting queues.

Territory or product realignment

Product team changes, territory shifts, team restructures. Bulk reassign cases along new ownership models. Keep the queue aligned with org reality.

Cleanup

Case data cleanup

Blank fields. Inconsistent values. Outdated categories. Filter, select, fix, save. Validation rules prevent new errors.

Find and fix issues

Filter for blank Product fields or incorrect categories. See all problems in one grid. Update all at once—reporting starts giving you real numbers.

Picklist standardization

Old values still in use? Filter for outdated values, select all, update to current standard. Years of drift fixed in minutes.

Bulk close stale cases

Cases sitting in 'Working' with no activity for 60+ days? Filter, review, close with a consistent resolution note. Keep your queue honest.

Knowledge alignment

Tag cases with the knowledge articles used (or missing). Surface knowledge gaps in bulk so content teams can write the articles that matter.

Reports

Reporting & dashboards

Salesforce reports require exports. Exports are stale immediately. Fusion connects Excel to live case data. Refresh anytime.

Live case data in Excel

Connect Excel to Salesforce. Pull Cases with Accounts, Contacts, Entitlements. Build once, refresh forever—with pivots and charts intact.

Performance dashboards

Resolution times, SLA compliance, agent metrics. Refresh before leadership meetings. Current numbers, not snapshots from Monday.

Agent scorecards

Pull case metrics per agent: volume, resolution time, CSAT, SLA adherence. Build rep scorecards that refresh themselves for weekly 1:1s.

Self-service stakeholder dashboards

Share workbooks with product, engineering, and account teams. They refresh their own views. Support data stops being a support-team-only resource.

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 case resolution in Salesforce

1000+

cases 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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Support Ops Manager

Queue management, coverage, workload balancing

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Service Manager

SLA tracking, escalations, team scorecards

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Service Cloud Admins

Data cleanup, picklist maintenance, bulk reassignment

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Support Analytics

Live dashboards, agent metrics, self-service reporting

Work in Salesforce like you work in a spreadsheet.

Wave

A spreadsheet interface built inside Salesforce.

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Learn more

Fusion

Your Salesforce data, live in Excel and Google Sheets.

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Learn more

See what Valorx adds to Salesforce

Get more from Salesforce with tools built for the way marketing teams actually work.

Without Valorx

Opening each case individually to update status

Mass reassignment via Data Loader or admin ticket

SLA breaches discovered after the fact

Flows triggered only on record save

With Valorx

Filter, select 100+ cases, update in one action

200 cases reassigned in under a minute

Live red/yellow/green SLA flags on every case

Grid Actions trigger escalation, email, routing Flows

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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.