⚡Unlock the Full Potential of Express

Welcome to Fusion Express!

This step-by-step guide will walk you through the process of using Fusion Express to seamlessly connect Salesforce data with your preferred spreadsheets. Follow these instructions to quickly fetch, save, and manage Salesforce records, enhancing your productivity and ensuring secure, real-time data synchronization.

Home Page

Once the installation is complete, open a blank Excel sheet, and you should see the Valorx Fusion Ribbon tab. This indicates that Valorx Fusion has been successfully installed.

Click on the Valorx Fusion Ribbon tab, then click on "Start" to begin using Valorx Fusion Express.

Then you'll see the Valorx Fusion sidebar appear on the right side of the spreadsheet.

New Connection

After successfully installing Fusion Express, user should proceed to create a New Connection. This screen enables you to connect to existing connections or manage your connections.

Click on the "vertical ellipsis menu" to start a new connection.

The Connections window will open. Click on "New Connection" button.

Enter the name of the connection in the "Connection Name" field.

A Salesforce Connection window will appear, offering four login options:
- Login: Use Salesforce login credentials to connect to your Salesforce Org.
- Sandbox: Connect to a Salesforce Sandbox Org using sandbox login credentials.
- Custom Domain: Enter custom domain details to create a connection.
- Community: Validate the Community URL when adding a new connection from the start screen.
Select your preferred method to create the new connection, then click "Add" and enter your Salesforce login credentials.

You have successfully created a new connection!

Fetch Salesforce Data

To perform Fetch and Save operations for Salesforce data, click on the "Select" button in Express Mode.

Users will be directed to the following screen, where they can perform Fetch and Save operations for Salesforce data."

Below that, users can see the following options:

Current Sheet: Custom views created and rendered by the user on the current sheet.
All Views: Views created by users within the same Salesforce organization.
Global Views: Shared views within the organization. Admins of Global Views have editing, reading, and writing permissions, while other users can only read.

Click on "Fetch and Save Salesforce Data," to start adding the view.

Upon clicking "Fetch and Save Salesforce Data," user will be directed to the following screen, where they can add the object to the spreadsheet. User can also search for objects using the search bar.

Once user selects an object, it is added to the Objects list, and the Field selection window for the selected object opens immediately.

Here are a few actions users can take:

Rename view: Users can rename views by clicking on the view name.
Add new view: Create a new view using the "+" button.
Apply filters: Click the Filters button to apply filters to the column.
Sort objects: Click the Sort button to sort the records.
Global view: Enable this option to set views as global.

Users can swiftly search and select fields to include using the "Add" button.

Here, users can choose fields for the selected object.

Rendering Data

Choosing the Sheet
- New Sheet: Click on "New Sheet" to render the data on a fresh spreadsheet. This will create a new tab in the spreadsheet where the data will be displayed.
- Existing Sheet: Click on "Existing Sheet" to render the data within the same spreadsheet. This option will update the current sheet with the new data. User can create multiple object view and multiple view in the same spreadsheet.

When rendering data, you can choose between two options: New Sheet or Existing Sheet. Here’s what to expect for each choice:

Rendering Data to a New Sheet:

Choose the "New Sheet" option to create a fresh sheet for your data.
Simply click the "Save and Run" button to render your data on the newly created sheet.

The default view name will match the object name, but users can rename the sheet by clicking on it if needed.
Sheet names must be unique, include spaces and special characters, and cannot be duplicated.
If a sheet is renamed in Excel, the new name will automatically update in the Sidebar's Sheet Location.

Rendering Data to an Existing Sheet (Multiple Object View)

Choose the "Existing Sheet" option to render data onto a sheet that already exists within your spreadsheet.
Use the "Select Sheet" dropdown to pick the specific sheet where you want the data to be rendered.
Enter the desired cell location in the "Cell Reference" field or click the "+" button to grab the current cell location on the selected sheet.
After selecting the sheet and specifying the cell location, click "Save and Run" to complete the data rendering process.

Users can plot multiple object views onto an existing sheet within the spreadsheet, and the same object view can be plotted multiple times on the same spreadsheet.
Users can then navigate to the desired sheet location or select another sheet from the dropdown menu.

Rendering Data to an Existing Sheet (Multiple View)

Go to "All Views".
Click the "three dots" next to the view you want to plot, and select "Edit."
Choose "Existing Sheet" to render data onto an existing sheet within your spreadsheet.
Use the "Select Sheet" dropdown to pick the specific sheet where you want the data to be rendered.
Enter the desired cell location in the "Cell Reference" field or click the "+" button to grab the current cell location on the selected sheet.
After selecting the sheet and specifying the cell location, click "Save and Run" to complete the data rendering process.

Please note that a view can only be rendered on one spreadsheet at a time. If a sheet location is grayed out, it indicates that the view has already been plotted on that sheet or another sheet, making it unavailable for further plotting on the same sheet.

Enhance Grid

Users can click the "🪄 Enhance Grid" button to automatically improve the grid with default options.

If the content is shorter than the default column width, it remains unchanged. If the content is longer, the column adjusts to the default width, with text wrapping applied to ensure all content fits neatly within the column.

Please notes that the enhancement is only applied to the selected grid. In this case, the second grid is chose that's why it applies to the second grid.

Custom Enhance Grid

Custom Enhance Grid is an optional feature that allows users to fine-tune their grid experience by adjusting column widths, applying color bars, wrapping text, and more.

Here’s a quick overview of each option:

All Borders: Customize the border style to suit your needs.
Smart Fit: Automatically adjusts column widths according to data type when enabled.
Wrap Text: Enables word wrap on text descriptions.
Color Bar: Applies color bars to columns with picklist data types.
Grid Lines: Toggle grid lines on or off within the spreadsheet.
Column Header: Sets a default color for the column headers.