Rebalance territories inside Salesforce
See every account’s territory, move accounts in bulk, and check the pipeline that moves with them.
Trusted by leading Salesforce partners
Implementation and consulting partners choose Valorx to deliver spreadsheet experiences on top of Salesforce.
USE CASES
What your Salesforce territory management is missing
Territory changes live in Setup, one account at a time. Wave puts them in one grid.
Every territory account, one grid
- US accounts grouped by state
- Region and owner beside every account
- USA, US and United States flagged in amber
See who sits outside a territory
- Open an account to see its territory
- Spot accounts parked at country level
- No trip into Setup
Reassign accounts in bulk
- Select the accounts that move
- Set the new region once
- Save them all to Salesforce
See the pipeline that moves with them
- Open deals grouped by region
- Amount and stage beside every deal
- Check the impact before the cut-over
Real results from enterprise teams
Book a demo
1000 s
accounts reassigned in seconds
5-10 x
faster territory updates
100%
data stays in Salesforce
What changes when you add Valorx to Salesforce
Turn Salesforce from a reporting system into an active pipeline workspace.
Without Valorx
With Valorx
Jumping between Salesforce screens to update records one by one
Edit hundreds of records in a single Excel-style grid
Exporting to spreadsheets, making changes offline, then reimporting
Work directly on live Salesforce data—no sync delays
Guessing whether territories overlap or accounts are uncovered
See ownership, coverage, and conflicts in real time
Holding your breath during realignments
Test changes in a staging view before committing
Two ways to work, one goal: better data in Salesforce
Choose the approach that fits your workflow.
Real results with Valorx
Show your customers what's possible when they combine Salesforce with spreadsheet-native workflows.
