💥Fusion Documentation

Leverage Fusion's efficiency to deliver the speed and simplicity of spreadsheets to CRM data management.

What is Valorx Fusion?

With Fusion, you can establish a 2-way connection between Salesforce and Spreadsheets, such as Microsoft Excel and Google Sheets. As a result, you can work in CRM using the spreadsheet.

Fusion turns your existing spreadsheets into your Salesforce interface. So, you can use the spreadsheets' potent and known features to address data complexities and exceed your CRM's capabilities. You can work on thousands of records at once and see live Salesforce data, including multiple objects in a single view. Thus, you can accomplish more than ever before with your CRM data using CRM-connected spreadsheets.

To tackle any business requirements, Fusion Design Studio allows App designers to build Fusion Apps by converting an existing Microsoft Excel workbook into a Valorx App or build a new Valorx App from the ground up.

Why Fusion?

Enhanced High-Volume Quoting and Bulk Updates: Handle thousands of quote lines at speed with bulk editing. Also, enable multi-dimensional and professional services quoting. Save from hours to days on building quotes and deliver it to the customers faster.
Keep your existing spreadsheets: With Fusion, connect your sheets to live Salesforce data, and honor the controls already set in your CRM (permissions, validation rules, picklists, and more). Don’t change a thing.
Powerful data visualizations for improved planning and predictability: Build accurate forecasts with live CRM data, and view in different timescales. View multiple data sets in one place to develop accurate demand plans.
Utilize the power of Design Studio: Fusion Design Studio equips the App Designers with the ability to craft brand new Fusion Apps that cater to the unique requirements of users within your team. These apps are specifically designed to enhance productivity, streamline workflows, and address specific business needs.

Last updated 8 months ago

What is Valorx Fusion?

With Fusion, you can establish a 2-way connection between Salesforce and Spreadsheets, such as Microsoft Excel and Google Sheets. As a result, you can work in CRM using the spreadsheet.

Why Fusion?

Enhanced High-Volume Quoting and Bulk Updates: Handle thousands of quote lines at speed with bulk editing. Also, enable multi-dimensional and professional services quoting. Save from hours to days on building quotes and deliver it to the customers faster.

Keep your existing spreadsheets: With Fusion, connect your sheets to live Salesforce data, and honor the controls already set in your CRM (permissions, validation rules, picklists, and more). Don’t change a thing.

Powerful data visualizations for improved planning and predictability: Build accurate forecasts with live CRM data, and view in different timescales. View multiple data sets in one place to develop accurate demand plans.

Utilize the power of Design Studio: Fusion Design Studio equips the App Designers with the ability to craft brand new Fusion Apps that cater to the unique requirements of users within your team. These apps are specifically designed to enhance productivity, streamline workflows, and address specific business needs.