Fusion

June 24 Release (v58)

📢 Announcing the June Release

Our latest release brings a fresh new look to the entire app, enhancing your user experience with a sleek and modern UI. We've also introduced powerful new features, including Fetch and Save Salesforce Data, Object Picker, Configure, View Creation, Save and Refresh View, and the Toolbox. These additions, alongside several critical bug fixes, ensure you have the tools and reliability needed to streamline your workflow and achieve your goals more efficiently than ever before. Experience the enhanced capabilities of Valorx Fusion today!

➕ What's New?

⚡Express Mode

Express Mode introduces amazing features: Fetch Salesforce Data in seconds. These tools enable users to retrieve, save, and import data from Salesforce in split seconds.

To start using Express Mode, click the "Select" button.

Fetch and Save Salesforce Data

The Fetch and Save Salesforce Data feature enables users to fetch Salesforce data and save it directly to the spreadsheet.

Object Selector

The Object Picker feature enables users to easily select any Salesforce object and add it to the spreadsheet. This functionality simplifies the process of selecting and incorporating objects into the spreadsheet.

Configure View

In Express Mode, users can configure spreadsheet records by applying filters, sorting, adding fields in the field selector, and renaming views.

Here are the configurations that can be done:

  1. Rename View: Click to rename the view name.

  2. Field Selector: Click "+ Add" button to access the field selector. Here user can select object fields.

  3. Filters: Click the Filters button to apply filters to the column.

  4. Sort: Click the Sort button to sort the records.

  5. Global View: Enable this option to set views as global.

View Manager

Save and Refresh Data

In the "Save and Refresh Data" page, under the Control section, there are two buttons: "Save" and "Refresh Contact View," which simplify data management by allowing users to save changes and refresh the view effortlessly.

The "Save" allows user to save changes back to Salesforce in real-time.

The "Refresh Contact View" button enables users to refresh and locate the desired view by selecting it. If no view is selected, it defaults to the current view chosen by the user.

Toolbox

In the "Save and Refresh Data" page, under the Toolbox section, there are four buttons: "Insert Record," "Clear Record," "Delete Record," and "Lookup," facilitating easy management and modification of records.

  • Insert Records: Create a new record within an object by adding rows.

  • Clear Records: Clear all the records from the grids.

  • Delete Records: Delete the rows from the record.

  • Lookup: Allows users to link one record to another record in a related object

🆔My Account

In the Salesforce Connections page, at the bottom, you'll find a "My Account" button. Clicking on it opens the Valorx sign in page, where you can log in with your Salesforce or Valorx account. Here, you can access General, Subscriptions, Licenses, Environments, and Team Members details.

General

In the General section, the user's general information is displayed, including company name, name, email, and address. Only the Admin can edit this information, except for the Name and Email fields, which cannot be edited. Other users can edit the remaining fields.

Subscriptions

The Subscriptions section displays all the products available for subscription, along with the different benefits each subscription offers. Click "Buy Now" to subscribe to our product.

Licenses

The Licenses section displays all licensed users, including their names, emails, and roles. The Admin can edit a user's role by clicking on the pencil icon.

Environments

The Environments section displays the environments created by the user along with their environment IDs. The Admin can also update the CRM type and environment type for each environment.

Team Members

In the Team Members section, team member names, emails, and access levels are displayed. The Admin can edit a user's access level to either Standard or Admin, or delete the user.

✨ Enhanced UI / UX Design

Home Page

🎉 Exciting News! We've enhanced our product page with a brand-new, user-friendly design! Navigating and exploring our offerings is now more intuitive than ever. Dive in and experience the enhanced features that make using our product a breeze. Discover a new level of ease and efficiency today!

🐞Bug Fixes

  • We've resolved an important issue in our latest release! Previously, Fusion behaved differently on Windows and Mac when handling Picklist values versus their API Names.

  • Now, clicking the execute button consistently shows "Pass Filter" across both platforms.

  • We've fixed a critical issue affecting Global Search on Mac when querying objects with "Long Text Area" fields checked in the Display checkbox.

  • Now, Global Search accurately filters results based on your queries.

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