Supply Chain in Salesforce

From bid to delivery—manage freight operations at scale without leaving Salesforce. Stop reconciling spreadsheets. Start awarding lanes.

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

Bid Lanes

Bid lane management

Freight RFPs involve thousands of lanes and dozens of carrier bids. Compare rates, award lanes, and manage the entire bid process—without exporting to Excel.

Bulk edit carrier bids across lanes

Update rates, fuel surcharges, and status across hundreds of carrier bids at once. Use mass modifiers to apply percentage increases, copy values, or drag to fill—no record-by-record clicking.

Compare carrier rates side by side

See all carrier bids for each lane in a single view. Conditional formatting highlights the lowest rate and best margin—so you can make award decisions without building comparison spreadsheets.

Spot pricing anomalies instantly

Identify overpriced carriers, below-margin bids, and outliers instantly. Color-coded rows flag rates above market benchmarks or margins below threshold—no report required.

Bulk award lanes to carriers

Select winning bids and award lanes in bulk. Grid Actions create Lane Award records, update bid status to 'Won', and trigger notification flows—all from a single click.

Forecasting

Forecasting & capacity

Forecast freight volumes. Plan carrier capacity. Model seasonal swings. Complex analysis requires Excel—but your data lives in Salesforce. Fusion bridges the gap.

Build volume forecasts with live data

Pull historical shipment data into Excel. Apply your forecasting formulas, model seasonal trends, and push volume projections back to Salesforce—keeping planning connected to operations.

Model capacity scenarios

Run what-if scenarios in Excel with live Salesforce data. Model the impact of volume increases, carrier capacity constraints, and rate changes—then push approved plans back to your system of record.

Align sales and operations on one forecast

Give sales, operations, and finance access to the same forecast grid in Salesforce. Everyone sees the same numbers—no more competing projections between teams.

Plan peak season contingencies

Model Q4 peak scenarios: volume surges, capacity shortfalls, and spot market exposure. Build contingency rosters and push overflow carrier lists back to Salesforce.

Shipments

Shipment tracking

Thousands of shipments in transit. Status updates from multiple carriers. Exceptions needing immediate attention. Manage shipment operations at scale.

Bulk update shipment status across carriers

Update status, ETAs, and carrier assignments across hundreds of shipments at once. Filter by route, carrier, or status—then make changes in bulk without leaving Salesforce.

Spot exceptions and delays instantly

Conditional formatting highlights delayed shipments, at-risk deliveries, and exceptions. Red for past due, yellow for due today, green for on track—see problems across your entire operation.

See shipments with carriers and customers

Multi-object views show shipment details alongside carrier performance and customer information—all in one row. No more clicking between tabs to get the full picture.

Track SLA breaches across customers

Filter shipments by customer SLA commitment and surface those at risk of breach. Prioritize recovery actions where penalties or customer impact is highest.

Rates

Carrier rates

Carrier rates change constantly. Fuel surcharges fluctuate weekly. Manage hundreds of lanes across dozens of carriers in Salesforce—without endless clicking.

Bulk update rates across lanes and carriers

Apply rate increases, update fuel surcharges, and adjust accessorials across hundreds of lane-carrier combinations at once. Mass modifiers let you apply percentage changes or fixed amounts in seconds.

Compare rates across carriers

See all carrier rates for each lane side by side. Conditional formatting highlights the lowest cost option and identifies carriers above market rate—optimize routing decisions.

Push fuel surcharge updates weekly

When DOE fuel index changes, apply surcharge updates across hundreds of lane-carrier rates in one operation. Keep rates current without IT tickets.

Model rate scenarios in Excel

Run what-if scenarios, calculate margin impact of rate changes, and push finalized rates back to Salesforce—keeping your system of record current.

Compliance

Carrier compliance

Insurance expires. Certifications lapse. Performance degrades. Track carrier compliance across your network with conditional formatting that does the watching for you.

Track expiring insurance & certifications

Conditional formatting highlights carriers with expiring insurance, missing certifications, or compliance gaps. Red for expired, yellow for expiring within 30 days—see risk across your entire carrier network.

View performance alongside active lanes

Multi-object views show carrier performance metrics—on-time percentage, tender acceptance, rejection rate—alongside their active lanes and current volume. Identify underperformers without running separate reports.

Bulk update carrier status

Suspend, approve, or audit carriers in bulk. When compliance events occur, lock lanes from non-compliant carriers across the network in one action.

Score carriers in Excel

Use Fusion to build carrier scorecards. Combine on-time %, tender acceptance, claims ratio, and cost into weighted scores. Push updated tiers back to Salesforce.

Invoices

Invoice reconciliation

Match invoices to shipments. Spot billing discrepancies. Approve payments. Reconciling hundreds of carrier invoices one-by-one isn't scalable.

View invoices with shipments & expected costs

Multi-object views show carrier invoices alongside the shipments they reference and the expected costs from your rate agreements. Spot discrepancies without clicking between records.

Bulk approve payments and flag disputes

Select invoices that match expected costs and approve in bulk. Flag discrepancies for review with a single click. Grid Actions update status and trigger notification flows automatically.

Route disputes to accessorial reviewers

Flag invoices with non-standard accessorial charges and route to specific reviewers. Track dispute status across accounts payable without side spreadsheets.

Analyze variance patterns in Excel

Use Fusion to surface repeat invoice discrepancies by carrier, lane, or accessorial type. Fix the root cause—not just the line items.

See how fast Salesforce
can actually feel.

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

<14 days

to production

10x

faster bid awards and rate updates

2400+

lanes managed in one grid

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Built for logistics teams

Valorx works across freight and supply chain verticals in Salesforce

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Freight Brokers

Bid lanes, carrier management, margin analysis

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Trucking & 3PL

Dispatch, shipment tracking, invoice reconciliation

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Shippers

Annual RFPs, carrier scorecards, capacity planning

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Ocean & Intermodal

Contract management, container tracking, peak planning

Work in Salesforce like you work in a spreadsheet.

Wave

A spreadsheet interface built inside Salesforce.

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Learn more

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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.

Learn more

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See what Valorx adds to Salesforce

Salesforce connects your value chain. Valorx makes the data manageable.

Without Valorx

Bid cycles consolidated in spreadsheets for weeks

Lane awards one bid at a time

Invoice reconciliation record-by-record

Forecasts in disconnected Excel files

With Valorx

Compare carriers side-by-side in Salesforce

Bulk award with Grid Actions and notifications

Bulk approve matched invoices, flag variances

Live volume models pushing back to Salesforce

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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.