Travel & Transportation in Salesforce

From booking to departure—manage travelers, itineraries, and suppliers at scale in Salesforce. No more spreadsheet hand-offs between ops, sales, and operations.

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

Bookings

Bookings & reservations

Manage bookings across trips and departures without exporting to Excel. Spot payment issues before they become customer service calls.

Bulk update booking status across trips

Update status, dates, and assignments across hundreds of bookings at once. Filter by trip, departure, or status—then make changes in bulk.

Spot overdue payments instantly

Conditional formatting highlights payment issues across all bookings. Red for overdue, yellow for due this week—see problems without running reports.

View bookings with passengers & payments

Multi-object views show booking details alongside passenger count and payment status in one row. No clicking between related lists.

Bulk follow-up on stalled bookings

Select bookings with incomplete documentation or missed deposits and trigger follow-up tasks in bulk. Keep operations moving without lost bookings.

Manifests

Passengers & manifests

100+ passengers per departure. Dietary requirements, passport details, room assignments. Manage it all without clicking into each record.

View all passengers for a departure

See every passenger on a trip—names, contact info, special requests—in a single view. Complete manifest without exporting to Excel.

Spot missing passenger information

Conditional formatting flags incomplete records. Red for missing passport, yellow for expiring soon—see compliance risks across your entire manifest.

Bulk update room assignments & status

Update room types, roommate pairings, and confirmation status across all passengers at once. Drag to fill, copy/paste, or use mass modifiers.

Import passenger lists from organizers

Use Fusion to import rooming lists and passenger details from Excel. Match to existing bookings, validate data, and push new passengers to Salesforce.

Itineraries

Itineraries & suppliers

Multi-day trips with dozens of components. Hotels, activities, transfers. Manage itineraries and supplier rates without record-by-record updates.

View trip with all itinerary items

See parent trip alongside all components—hotels, activities, transfers—in a single view. Edit costs, suppliers, and confirmation status inline.

Bulk update supplier rates by season

Apply rate increases across all supplier contracts at once. Update validity dates, adjust costs by percentage—no record-by-record clicking.

Compare supplier rates side by side

See rates from multiple suppliers for the same service. Conditional formatting highlights lowest cost—make sourcing decisions without comparison spreadsheets.

Model trip costing in Excel

Use Fusion to pull itinerary data into Excel. Calculate margins, model what-if scenarios for supplier changes, and push updated costs back to Salesforce.

Groups

Group bookings

Corporate clients. Incentive travel. Destination weddings. Manage groups of 50+ passengers with deposits, room assignments, and special requests in one view.

Manage group bookings with all passengers visible

View group header with all passengers in one grid. Track deposits, room assignments, and special requests across the entire group.

Track group deposits and deadlines

See total group deposits, deadlines for next payment milestones, and any passengers behind on payments. Conditional formatting flags groups at risk of deposit forfeiture.

Bulk roll changes across group passengers

When departure date or itinerary changes, update dozens of passenger records in one action. Everyone's booking stays consistent with the group.

Build group pricing models in Excel

Use Fusion to model group pricing scenarios—volume discounts, add-on packages, deposit schedules. Push approved group deals back to Salesforce as quote records.

Commissions

Agents & commissions

Travel agents, hosts, partners. Commission-based relationships at scale. Track who earned what across every booking in your system.

Track commissions across agents and bookings

Multi-object views show bookings alongside agent and commission details. Conditional formatting flags unpaid commissions and past-due agent settlements.

Bulk approve and pay agent commissions

Select eligible commissions (booking departed, funds cleared) and mark for payment in bulk. Grid Actions trigger payment workflows and notify agents.

Score agent productivity

See agents ranked by bookings, volume, and commission earned. Conditional formatting highlights top performers and agents falling below thresholds.

Model commission scenarios in Excel

Use Fusion to model commission structure changes—tier thresholds, override rates, bonus triggers. Project financial impact before rolling out to the agent network.

Forecasting

Revenue forecasting

Seasonal demand. Advance bookings. Trip margins. Connect forecasting models to live Salesforce booking data—without monthly export-and-reconcile cycles.

Forecast revenue with live Salesforce data

Use Fusion to pull booking data into Excel. Apply forecasting formulas, model seasonal trends, and push projections back to Salesforce.

Model seasonal and demand scenarios

Build what-if models for peak season occupancy, early-booking campaigns, and last-minute inventory. See revenue impact before you launch.

Update forecasts in bulk in Salesforce

Once your forecast is approved, push updated projections back to Salesforce. Keep your planning connected to your system of record.

Align sales, ops, and finance on one view

Give sales, operations, and finance access to the same booking forecast grid in Salesforce. Everyone works off the same numbers—no competing spreadsheets.

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 booking status updates

100+

passengers per manifest handled

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Built for travel & transportation teams

Valorx works across travel verticals using Salesforce

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Tour Operators

Group bookings, itineraries, supplier management

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Airlines & Carriers

Manifests, loyalty programs, disruption recovery

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Hotels & Hospitality

Group blocks, seasonal pricing, partner commissions

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Cruise & Rail

Cabin assignments, departures, shore excursions

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.

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Learn more

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See what Valorx adds to Salesforce

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

Without Valorx

Booking status updates one record at a time

Overdue payments discovered after the fact

Passenger manifests built in Excel and re-imported

Supplier rate updates via IT tickets

With Valorx

Bulk confirm hundreds of bookings at once

Conditional formatting flags payment risks

Manifest grid inside Salesforce with missing-doc flags

Mass update rates across suppliers and seasons

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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.