MenuAgentExchange
SalesforceSlack

Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

Valorx Fusion - Salesforce and Excel Connector

By Valorx

Excel at Salesforce data management with powerful spreadsheet capabilities

Starting at $60   USD/user/month

Discounts available for nonprofits

Try It
Industries
Horizontal Product
High Tech
Manufacturing
Business Need
Sales
Forecasting
Quotes & Orders
Requires
Sales Cloud
Compatible With
Sales Cloud
Revenue Cloud
Revenue Cloud CPQ

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.

  • Salesforce Excel Connector UI | 2-way connectivity from Salesforce to Excel

  • Live Salesforce Data in Excel

  • Excel to Edit Salesforce Data

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Revenue Cloud
Revenue Cloud CPQ
Salesforce Editions
Professional
Enterprise
Unlimited
Developer
Essentials
Additional Requirements
Our solution allows you to connect Microsoft Excel or Google Sheets to Salesforce. Either Microsoft Excel or Google Sheets is required to use Valorx Fusion.

App Details

Version
Valorx Fusion/Summer 2026 2.4.0
Listed On
02/12/2020
Latest Release
06/27/2026
Supported 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
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 4
Custom Tabs: 3
Custom Apps: 2
Lightning Components
Global: 5
App Builder: 0
Community Builder: 0
Languages
Dutch
English
Finnish
French
German
Danish
Italian
Japanese
Korean
Portuguese
Russian
Simplified Chinese
Spanish
Swedish
Thai
Traditional Chinese

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.5.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
02/12/2020

Additional Details

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

Need help?

Valorx

Pleasanton CA, United States

Other ResourcesEmailTerms & Conditions