💡FAQs

Got a query? Find the answers to the most frequently asked questions.

General

What is the difference between Fusion and Wave?

Wave is tailored for lightweight Salesforce data management, offering a spreadsheet-like experience in your browser for fast data editing. Fusion, on the other hand, lets you interface with complex Salesforce data models, ideal for intricate tasks like forecasting and quoting by connecting your existing spreadsheets.

Fusion

Who is Valorx Fusion for?

Valorx Fusion is largely for sales administrators and sales professionals. With Valorx Fusion, Salesforce administrators can optimize the entire Salesforce experience for their organization, simplifying data management, data modeling, quote building, bundle configuring, and much more. Sales professionals can work much more efficiently with Salesforce, using the familiar interface of Excel. That means accurate, up-to-date records in Salesforce; faster quote delivery to prospects; and more time to focus on selling instead of data entry and management.

Why connect Salesforce and Excel?

Salesforce is a powerful CRM that tracks countless data points across the customer journey and provides a number of tools to nurture and engage with prospects. Excel, with decades of product development behind it, remains a highly versatile, user-friendly data analysis and management tool. Connecting Salesforce to Excel with Valorx Fusion allows you to work with all of Salesforce’s data in real time with the speed and ease of Excel. Edit in bulk, apply conditional formatting, work offline, and eliminate the need to import and export data for good.

How does Valorx Fusion’s Salesforce & Excel connector work?

Valorx Fusion creates a 2-way connection between your Excel spreadsheets and Salesforce. This allows you to work with Salesforce data directly in your Excel spreadsheet in real-time. When you save your work, all your Salesforce records are updated to reflect the latest changes.

Does Valorx Fusion import data from Excel into Salesforce?

Valorx Fusion eliminates the need to import or export data. It turns your Excel spreadsheet into your Salesforce interface, allowing you to manage your Salesforce data directly from your Excel spreadsheet with a seamless connection.

Why would I use Valorx Fusion?

Valorx Fusion allows professionals to work in Excel with Salesforce data and build high-volume quotes, without that data ever leaving Salesforce. This eliminates the need for moving data sets around or being entirely dependent on the Salesforce interface. Instead, professionals maintain high data hygiene and get to work the way they’re used to using Excel to manage their Salesforce data.

Wave

Is Wave actually free?

Absolutely! Wave has a completely free plan available to all users. This means you can experience the efficiency and convenience of using Wave at no cost. The free plan for Wave has some limitations to the number of orgs, records, and custom objects you can manage, which are lifted in paid subscriptions for those who have the need.

Who uses Valorx Wave?

Valorx Wave is perfect for Salesforce admins, sales reps, IT leaders, and revenue operations professionals aiming to swiftly manage data within Salesforce. It streamlines data updates, visualizes relationships, and enables bulk edits without long data load processes. Put simply, anyone who spends a few hours in Salesforce everyday can optimize their productivity by adopting Wave.

If I switch to Wave, do I have to stop using my other tools?

Not at all! One of our core values at Valorx is not to reinvent the wheel, but to make it better. Wave seamlessly integrates into your existing Salesforce environment, allowing you to work faster and smarter without having to discard your current tools or workflows.

How does Wave ensure the security of my data?

With Wave, your data never leaves Salesforce. The application maintains a two-way integration, allowing for real-time syncs and updates without the risk of data breaches. You can trust that your information remains secure while benefiting from our enhanced features.

With Wave's spreadsheet-like grid, do I need to be proficient in spreadsheets to use it?

While Wave mimics a spreadsheet interface for familiarity, you don't need to be a spreadsheet expert to utilize it. Wave is designed for intuitive use, making data management faster and more accessible for both spreadsheet novices and pros alike.