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Valorx Fusion - Salesforce and Excel Connector

Excel at Salesforce data management with powerful spreadsheet capabilities

Overview

Excel connector for Salesforce. Whether you're using Excel or Google Sheets, manage data faster, working on thousands of records at once, in single- or multi-object views, with two-way sync. Quote faster in CPQ. Forecast better in Manufacturing Cloud.

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See How Valorx Fusion - Salesforce and Excel Connector Works

  • No more exports Get access to live data from Salesforce, right in Excel or Google Sheets. Simply make the edits you need, right in the spreadsheet, and save them back to Salesforce in seconds. Data never leaves Salesforce, guaranteeing secure edits.

  • Win more deals with faster quotes If you already have a spreadsheet, you can use it with our Fusion Excel connector. Create quotes with unlimited quote lines and variables, while leveraging the power of spreadsheet formulas, macros and quick actions.

  • Improve operations with accurate forecasting Flexibly visualize and edit forecasts with spreadsheet features. Telescoping views allow as much granularity as you need. Compare forecasts with actuals and make tweaks on the fly.

Get the power of Salesforce without changing how you work using Excel Integration. Have a spreadsheet that you use for quoting or forecasting? Keep using it the same way. With our Fusion Excel connector or Google Sheets connector, you can integrate your existing spreadsheets with Salesforce, allowing you to quote and forecast efficiently, while using accurate, updated data from Salesforce. If you don’t already have a spreadsheet, we have a library of templates you can start using in seconds. - Two-way sync: your spreadsheets have the latest, most accurate data from Salesforce, while quotes and forecasts get saved to Salesforce as they are generated - Maintain security: data never leaves Salesforce, so your data stays secure - Single source of truth: stop doing work in offline, siloed systems or spreadsheets. You never have to doubt the accuracy or recency of your data again

Categories

Business Needs
Sales
Forecasting
Quotes & Orders
Industries
Horizontal Product
High Tech
Manufacturing
Personas
Administrator
Business Operations Manager
Sales Representative / Manager
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Salesforce Shield
Supports Salesforce orgs that use Shield.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Multiple Currencies
Person Accounts
Salesforce Shield
Managed Package

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