Valorx
Fusion
Fusion
  • 👋Introduction
  • Getting Started
    • 🧩What is a Valorx App?
    • 🚀Getting Started with Valorx Fusion
      • Salesforce Setup
      • Connections List
      • Apps List
      • Favorite Apps
      • App Promotion and Provisioning
      • App Administration
      • Valorx Administration
    • 🏫Building your first App
      • Express Mode
      • Express Actions
  • SIDEBAR ADD-IN: EXPRESS
    • 🔍Getting Started
    • ⚡Unlock the Full Potential of Express
  • Design Studio
    • 💡The power of Design Studio
      • 👨‍💼Manage Your Valorx Account
        • Sign Up to Valorx Account
        • Reset Password
        • General Information
        • Active Subscription
        • Environments
        • Users
        • Billing Address
        • Get a Demo
    • 🖥️Open an App in Design Studio
    • 📊Data Modeling
    • 🏳️‍🌈Maps
      • Grid Map
      • Form Map
    • 🎨Tasks
      • Query
      • API
      • Macro
      • Dataset
      • Add/Delete
      • Document
      • Data Import
      • Refresh Ribbon
      • Clear
      • Launch CRM
      • Refresh Map
      • Add Field
    • 🖌️Workflow and UX
      • Workflow Settings - Button Click
      • Workflow Designer
      • Toolbox
      • Common Tasks
      • Utility Tasks
      • Salesforce APIs
      • Query
      • API
      • Launch CRM
      • Macro
      • Dataset
      • Add/Delete
      • Document
      • Refresh Ribbon
      • Clear
      • Refresh Map
      • Add Field
  • Runtime
    • ⏱️Runtime UX
      • Run at App Launch
      • Launch from Salesforce (LFS)
      • App Permissions
    • 🧰Toolbox
    • 🌐Supported Platforms
      • Microsoft Excel for Windows
      • Microsoft Excel for Mac
      • Google Sheet
        • Introduction
        • Getting Started
        • Pop-up Blockers
        • Expected Behaviors
        • Runtime
          • Hot Upgrade
          • Google Sheets Collaboration
          • Insert Row Using Right-Click Options
  • Settings
    • ⚙️Valorx Fusion Settings
    • 🛠️App Settings
    • 📜Logs
  • App Store
    • 📱App Store Submission
    • 💫Installing App
    • 🎮Customizing App
  • Miscellaneous
    • 🛩️Mass Rollout of Valorx
    • 🍭Open Source Licenses
  • Valorx Home
    • 🏠Valorx Home
  • Versions and Release Notes
    • 🪟Windows
      • April 25 Release (V17)
      • Jan 25 Release (V16)
      • Feb 24 Release (V15)
      • Jul 23 Release (V14)
      • Nov 22 Release (V13)
      • Aug 21 Release (V12)
      • Apr 21 Release (V11)
      • Dec 20 Release (V10)
      • Nov 20 Release (V9)
      • Managed Packages
        • Version 2.0
        • Version 1.7
      • Older Versions
        • Aug 20 Release (V8)
        • Jul 20 Release (V7)
        • May 20 Release (v6)
        • Feb 20 Release (V4)
    • 📗Google Sheets
      • February 25 Release (v64)
      • October 24 Release (v63)
      • September 24 Release (v62)
      • August 24 Release (v61)
      • July 24 Release (v59)
      • June 24 Release (v58)
      • Older Versions
        • Jul 23 Release (v57)
        • Apr 23 Release (v56)-Hotfix
        • Apr 23 Release (v55)-Hotfix
        • Mar 23 Release (v54)
        • Mar 23 Release (v53)
        • Feb 23 Release (v52)
        • Jan 23 Release (v51)
        • Oct 22 Release (v50)
        • Jul 22 Release (v49)
        • Mar 22 Release (v47)
        • Feb 22 Release (v46)
        • Dec 21 Release (v45)
    • 🍎Mac
      • March 25 Release (v45.1 - Hotfix)
      • March 25 Release (v45)
      • February 25 Release (v44)
      • January 25 Release (v43)
      • October 24 Release (v42)
      • September 24 Release (v41)
      • August 24 Release (v40)
      • July 24 Release (v38)
      • June 24 Release (v37)
      • Older Versions
        • Feb 24 Release (v32)
        • Dec 23 Release (v31)
        • Oct 23 Release (v30)
        • Aug 23 Release (v27)
        • Jul 23 Release (v26)
        • Apr 23 Release (v25)
        • Mar 23 Release (v24)
        • Jan 23 Release (v23)
        • Nov 22 Release (v22)
        • Oct 22 Release (v21)
        • Sep 22 Release (v20)
        • Jul 22 Release (v19)
        • Apr 22 Release (v18)
        • Dec 21 Release (v17)
        • Nov 21 Release (v16)
        • Sept 23 Release (v28)
Powered by GitBook
On this page
  • 📢 Announcing the June Release
  • ➕ What's New?
  • ⚡Express Mode
  • Fetch and Save Salesforce Data
  • Object Selector
  • Configure Grid
  • View Manager
  • Save and Refresh Data
  • Toolbox
  • 🆔My Account
  • ✨ Enhanced UI / UX Design
  • Home Page
  • 🐞Bug Fixes
  1. Versions and Release Notes
  2. Mac

June 24 Release (v37)

Last updated 8 months ago

📢 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, Grid Creation, Save and Refresh Grid, 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 Grid

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

Here are the configurations that can be done:

  1. Rename Grid: Click to rename the grid 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 Grid: Enable this option to set grid 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 Grid," which simplify data management by allowing users to save changes and refresh the grid effortlessly.

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

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

In Express Mode, grids can be categorized as either custom grid or global grid. A custom grid refers to all grids created by the user. A global grid, on the other hand, is a grid created by any user within the same organization who has set the grid to be global. The grid with this "Earth" icon indicates that it has been set to global.

🍎
Fusion Express
Express Mode
Fetch and Save Salesforce Data
Object Selector
Configurations
Field selector
Grid Manager
Save and Refresh Data
Refresh Contact Grid
Toolbox
My Account
General Information
Subscriptions page
Licenses page
Environment page
Team Member page
Home page