⚡Unlock the Full Potential of Express
Welcome to Fusion 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
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.
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.
Enter the name of the connection in the "Connection Name" field.
Then click "Add" and enter your Salesforce login credentials.
You have successfully created a new connection!
Fetch Salesforce Data
To create a new grid using Salesforce data, click on the "Select" button in Express Mode.
Users will be directed to the following screen, where they can create a new grid using Salesforce data.
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.
Click on "Create Grid" to start creating a grid.
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.
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.
In this screen, users can also rearrange the fields and remove any object fields they no longer want to include in the grid.
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.
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 grid and multiple grid in the same spreadsheet.
Rendering Data to a New Sheet:
Choose the "New Sheet" option to create a fresh sheet for your data.
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)
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.
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.
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.
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.
Save and Refresh Grid
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:
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.
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.
Delete Row The Delete Row button allows you to remove the selected row(s) from the grid.
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.
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 for more details.
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.
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