# Unlock the Full Potential of Express his 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 {% tabs %} {% tab title="Excel" %} 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**. 1. Click on the Valorx Fusion Ribbon tab, then click on "**Start**" to begin using **Valorx Fusion Express**.

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

{% endtab %} {% tab title="Google Sheets" %} Once the installation is complete, **open a blank Google Sheets**. You should find **Valorx For Salesforce** listed under extensions. This confirms Valorx Fusion has been successfully installed on your google workspace environment. 1. Select "**Valorx For Salesforce**" and click "**Start**" to begin.

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

{% endtab %} {% endtabs %} ## New Connection {% tabs %} {% tab title="Excel" %} 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. 1. Click on the "**vertical ellipsis menu**" to start a new connection.

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

3. A New **Connection window** will appear, offering four login options. Select your **preferred method** to create a new connection: * **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. 4. Enter the **name** of the connection in the "**Connection Name**" field. 5. Then click "**Add**" and enter your **Salesforce login credentials**.

6. You have successfully created a new connection!

{% endtab %} {% tab title="Google Sheet" %} After successfully installing **Fusion Express**, users should proceed to create a **New Connection**. This screen enables you to connect to existing connections or manage your connections. 1. Click on the "**vertical ellipsis menu**" to start a new connection.

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

6. A new connection have successfully created! User's name will now be displayed on the sidebar.

{% endtab %} {% endtabs %} ## Fetch Salesforce Data {% tabs %} {% tab title="Excel" %} 1. To create a **new grid** using Salesforce data, click on the "**Select**" button in **Express Mode**.

2. Users will be directed to the following screen, where they can **create a new grid** using Salesforce data.

3. Below that, users can see the following options: * **This File:** Custom grids created and rendered by the user on the current sheet. * **Global Grids:** Shared grids within the organization. Admins of Global Grids have editing, reading, and writing permissions, while other users can only read.

If you haven’t created any grids yet, the This File section won’t be visible. You’ll only see the Global section until you create your first grid.

4. Click on "**Create Grid**" to start **creating a grid**.

5. After clicking **Create Grid**, users will be directed to the **Select Object** screen. Here, they can choose objects to add to the sheet or use the search bar to locate specific objects.

6. After selecting an object, users are directed to another screen to **set up the object grid**, where the pre-added object fields are displayed. To add more fields, users can click the **+ Add** button to search for and include specific fields in the grid. This action will automatically open the **Field Selection** screen for the selected object.

7. In this screen, users can also rearrange the fields and remove any object fields they no longer want to include in the grid.

8. Here are a few actions users can take: * **Rename grid**: To rename the grid, click on the grid name field at the top of the screen, enter the desired name, and press **Enter**. Renaming the grid makes it easier for users to identify and organize their grids.

* **Add new grid**: To create a new grid, click on the '**+'** button. This action will bring user back to the Object selection screen.

* **Global grid**: To make the grid accessible to all users, toggle the **Global Grid** option. This ensures that the grid appears in the **Global** section for users with the necessary permissions.

* **Sort records**: Click on the **Sort** button to arrange records in ascending or descending order based on specific fields. Sorting helps users analyze data more effectively.

* **Apply filters**: Click on the **Filters** button to set conditions for displaying specific records. Users can define the fields, operators, and values for each filter to refine the data shown in the grid.

{% endtab %} {% tab title="Google Sheets" %} 1. To create a **new grid** using Salesforce data, click on the "**Select**" button in **Express Mode**.

2. Users will be directed to the following screen, where they can **create a new grid** using Salesforce data

If you haven’t created any grids yet, the This File section won’t be visible. You’ll only see the Global section until you create your first grid.

4. Click on "**Create Grid**" to start **creating a grid**.

5. After clicking **Create Grid**, users will be directed to the **Select Object** screen. Here, they can choose objects to add to the sheet or use the search bar to locate specific objects.

7. In this screen, users can also rearrange the fields and remove any object fields they no longer want to include in the grid.

* **Add new grid**: To create a new grid, click on the '**+'** button. This action will bring user back to the Object selection screen.

* **Global grid**: To make the grid accessible to all users, toggle the **Global Grid** option. This ensures that the grid appears in the **Global** section for users with the necessary permissions.

* **Sort records**: Click on the **Sort** button to arrange records in ascending or descending order based on specific fields. Sorting helps users analyze data more effectively.

{% endtab %} {% endtabs %} ## Rendering Data {% tabs %} {% tab title="Excel" %} 1. **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 grid and multiple grid in the same spreadsheet.

#### **Rendering Data to a New Sheet:** 1. Choose the "**New Sheet**" option to create a fresh sheet for your data. 2. Simply click the "**Run**" button to render your data on the newly created sheet.

* The default grid 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 Grid)** 1. Choose the "**Existing Sheet**" option to render data onto a sheet that already exists within your spreadsheet. 2. Use the "**Select Sheet**" dropdown to pick the specific sheet where you want the data to be rendered. 3. Enter the desired cell location in the "**Cell Reference**" field or click the " ![](https://2472585788-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MFqFFf4143HS0_Wagnz%2Fuploads%2FclDQJC9VnTX1bUxf96FT%2FFind%20Button.png?alt=media\&token=25abcadb-e5c4-48cf-bc4c-496aadd7cf45) " button to grab the current cell location on the selected sheet. 4. After selecting the sheet and specifying the cell location, click "**Save and Run**" to complete the data rendering process.

* Users can plot multiple object grids onto an existing sheet within the spreadsheet, and the same object grid 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. {% endtab %} {% tab title="Google Sheets" %} #### **Choosing the Sheet** When rendering data, you can choose between two options: **New Sheet** or **Existing 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 grid and multiple grid in the same spreadsheet.

* The default grid 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 Grid):** 1. Choose the "**Existing Sheet**" option to render data onto a sheet that already exists within your workbook. 2. Use the "**Select Sheet**" dropdown to pick the specific sheet where you want the data to be rendered. 3. Enter the desired cell location in the "**Cell Reference**" field or click the " ![](https://2472585788-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MFqFFf4143HS0_Wagnz%2Fuploads%2FclDQJC9VnTX1bUxf96FT%2FFind%20Button.png?alt=media\&token=25abcadb-e5c4-48cf-bc4c-496aadd7cf45) " button to grab the current cell location on the selected sheet. 4. After selecting the sheet and specifying the cell location, click "**Save and Run**" to complete the data rendering process.

* Users can plot multiple object grid onto an existing sheet within the spreadsheet, and the same object grid 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. {% endtab %} {% endtabs %} ## Enhance Grid {% tabs %} {% tab title="Excel" %} 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.

{% hint style="info" %} 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. {% endhint %} ### **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. * **Colorbar:** 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. {% endtab %} {% tab title="Google Sheets" %} 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.

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. * **Colorbar:** 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. {% endtab %} {% endtabs %} ## Save and Refresh Grid {% tabs %} {% tab title="Excel" %} Save Changes Data Users can **edit the records on the spreadsheet** and use the "**Save**" button to **save changes back to Salesforce in real-time**.

### Refresh Grid Users can refresh all grids on the current sheet using the **All Grids** button or refresh specific grids using the **Custom Refresh** button, where they can select which grids to update. This ensures that the data is refreshed and displays the most up-to-date information.

### Toolbox The **Toolbox** section provides various tools to help users manage and customize grid data efficiently. Here’s a breakdown of each tool and its functionality: 1. **Lookup**\ The **Lookup** feature allows users to quickly search for and link related Salesforce records. It can be used to find and associate records with the current grid, making it easier to pull in additional information from related objects, such as Accounts or Contacts, without leaving the grid view. 2. **Insert Row** * Clicking the **Insert Row** button will add a single row to the grid. * Use the dropdown menu next to the button to quickly add multiple rows, ranging from 2 to 10 rows. * You can also choose the **Custom Rows** option, which allows you to specify the number of rows to insert by entering the value and clicking **Add**. 3. **Delete Row**\ The **Delete Row** button allows you to remove the selected row(s) from the grid. 4. **Clear Row** * The **Clear Row** button clears all records from the grid but does not delete any data from Salesforce. * You can restore the cleared records by clicking the **Refresh** button, which reloads the data from Salesforce. 5. **Enhance Grid**\ The **Enhance Grid** option lets users apply advanced formatting, sorting, and grouping to the grid. This feature allows for better data visualization and organization, making it easier to analyze and work with large datasets. Refer to the [**Enhance Grid Section**](#enhance-grid) for more details. 6. **Mass Modifier**\ The **Mass Modifier** feature allows users to bulk edit multiple records within a single-object grid efficiently. By selecting a field, users can **modify data across multiple records simultaneously**, streamlining processes that involve repetitive data updates. {% endtab %} {% tab title="Google Sheets" %} ### Save Changes Data Users can **edit the records on the spreadsheet** and use the "**Save**" button to **save changes back to Salesforce in real-time**.

### Toolbox The **Toolbox** section provides various tools to help users manage and customize grid data efficiently. Here’s a breakdown of each tool and its functionality: 1. **Lookup**\ The **Lookup** feature allows users to quickly search for and link related Salesforce records. It can be used to find and associate records with the current grid, making it easier to pull in additional information from related objects, such as Accounts or Contacts, without leaving the grid view. 2. **Insert Row** * Clicking the **Insert Row** button will add a single row to the grid. * Use the dropdown menu next to the button to quickly add multiple rows, ranging from 2 to 10 rows. * You can also choose the **Custom Rows** option, which allows you to specify the number of rows to insert by entering the value and clicking **Add**. 3. **Delete Row**\ The **Delete Row** button allows you to remove the selected row(s) from the grid. 4. **Clear Row** * The **Clear Row** button clears all records from the grid but does not delete any data from Salesforce. * You can restore the cleared records by clicking the **Refresh** button, which reloads the data from Salesforce. 5. **Enhance Grid**\ The **Enhance Grid** option lets users apply advanced formatting, sorting, and grouping to the grid. This feature allows for better data visualization and organization, making it easier to analyze and work with large datasets. Refer to the [**Enhance Grid Section**](#enhance-grid) for more details. {% endtab %} {% endtabs %} ## 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.