🔍Getting Started

Discover what Valorx Fusion Express is and how it enhances your Salesforce experience.

What is Fusion Express?

Fusion Express integrates your Salesforce data with spreadsheets like Microsoft Excel and Google Sheets. This tool enables customers to maintain their familiar spreadsheet workflows while leveraging the enhanced functionality provided by the CRM all in the fastest manner possible all in just a few seconds.

It's a productivity tool designed for Salesforce end-users, optimizing operations across all user roles. It ensures Salesforce security and controls by not saving data locally. Developers and admins also appreciate its capabilities.

Whether you're working in Mac Workbook, Windows Excel, or Google Sheets, Fusion Express streamlines the process, allowing you to focus on your tasks without the hassle of manual data entry.

Fusion Express

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How to Get Started

Below is a step-by-step installation guide for the Sidebar Add-in on different platforms.

Excel

Installing Valorx Sidebar Add-In for Excel

Business Apps – Microsoft AppSource

To get Valorx Sidebar Add-In running on your computer, please follow the steps below:

1. Open the Installation Link:

   • Click here to get the latest Valorx Sidebar Add-In app.
2. Sign In (if required):

   • Sign in with your Microsoft account if prompted.

3. Get the App:

   • Click the "Get it now" button on the app’s detail page.

4. Installation Process:

   • Follow any additional prompts to complete the installation. This may include agreeing to terms and conditions and choosing where to add the app (e.g., Excel, Teams, Dynamics 365).

5. Open the App in Excel:

   • Once the installation is completed, open Microsoft Excel, and you should see Valorx Fusion Ribbon tab. This means you have successfully installed Valorx on your computer.

   • Select Valorx Fusion and click on Start.

Valorx Sidebar Add-In for Excel

You may now explore Valorx Sidebar Add-In and its enhancements to your Salesforce experience.

Google Sheets

Installing Valorx Sidebar Add-In for Google Sheets

Valorx for Salesforce - Google Workspace Marketplace

To get Valorx Sidebar Add-In running on your Google Sheets, please follow the steps below:

1. Open the Installation Link:

   • Click here to get the latest Valorx Sidebar Add-In app.
2. Install the App:

   • Click the "Install" button on the app’s detail page.

3. Sign In:

   • Sign in with your Google account if prompted.

4. Consent and Permissions:

   • Review the permissions the app requires and click "Continue" or "Accept" to proceed.

5. Launch the Google Sheets App:

   • After installation, open Google Sheets. You should find Valorx For Salesforce listed under extensions. This confirms Valorx Fusion has been successfully installed on your google workspace environment.

   • Select "Valorx For Salesforce" and click "Start" to begin.

1. You may now explore Valorx Sidebar Add-In and its enhancements to your Salesforce experience.

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How Express Works?

1. Install the Valorx for Salesforce Sidebar Add-In on any of your preferred browsers.

2. After installation, launch the Valorx for Salesforce Add-In. You'll find Fusion Express conveniently located in the sidebar just above the Fusion App.

3. Log in using your Salesforce by creating a connection in your sidebar add-in. It will prompt you to provide your Salesforce credential.

4. Connect your Salesforce Org to Fusion Express with a single click. You can easily add multiple Orgs.

5. Once connected, access Salesforce Objects, select fields, and view records in a Spreadsheet within blink of an eye.

6. Process Salesforce records directly in Fusion Express and save it back to Salesforce with a single click.