Design Studio serves as a comprehensive platform tailored for App Designers, empowering them with the necessary tools to model, configure, and modify Valorx Fusion Apps. The primary purpose of this platform is to streamline the app development process and facilitate efficient customization.

To gain a deeper understanding of Design Studio's functionalities, we will guide you through its core features and capabilities step by step.

New Valorx Fusion Apps: Within Design Studio, App Designers are equipped with the ability to craft brand new Valorx Fusion Apps that cater to the unique requirements of users within your team. These apps are specifically designed to enhance productivity, streamline workflows, and address specific business needs.

Three Ways to Create a Valorx Fusion App: App Designers have the flexibility of employing three distinct methods to create Valorx Fusion Apps:

1. Template-Based Creation: Utilizing predefined templates, designers can quickly set up functional and visually appealing apps. These templates are built to accommodate a variety of use cases, saving time and effort in the app creation process.

2. Custom Development: For more tailored and specialized applications, App Designers have the option to build apps from scratch. This method allows for complete control over the app's features, design, and functionality to ensure a perfect fit for your team's unique requirements.

3. Modification of Existing Apps: Design Studio also permits the modification and enhancement of pre-existing Valorx Fusion Apps. App Designers can fine-tune these apps, adjusting features or adding new elements to suit evolving needs, thereby maximizing their utility.

There are two ways to create an app:

1. Design Studio Mode: In this mode, you have access to various features such as Data Modeling, Maps, Task, and Workflow, all available under the "App" section.

2. Express Mode: This is the fastest method to create an app. For more detailed information about , please refer to the dedicated section.

New App with an Existing Template

If your team is currently utilizing an Excel template and desires to transform it into a Valorx Fusion App, you can easily achieve this by following these steps:

1. Connect your environment to Valorx Fusion.

2. Once connected, access the Apps List.

3. Click on the "New App" option to initiate the process of creating a new app.

1. Select "Existing Template" as the App Type.

2. Use the "Browse File" option to choose the desired Excel template.

3. This process will transform your Excel template into a functional Valorx Fusion App.

New App with a New Template

We absolutely recommend you to start an App using Express Mode if you know exactly what objects/entities and fields you want to integrate with. However, we do provide a way to start building an App from scratch using a blank template.

1. Connect your environment to Valorx Fusion.

2. Access the Apps List.

3. Click on "New App" to initiate the creation process.

1. Choose New Template under App Type and give your App a descriptive name.

2. Click on Create, and you are on your way to awesomeness.

The Maps feature is an essential second step that users will take when creating the Valorx Fusion App. After selecting the desired objects, the next task is to determine where and how these selected items will be displayed within the App.

There are two main types of Maps available: Grid Map and Form Map. These can be created based on the specific requirements of the App. Grid Map is ideal for displaying data in a tabular format, while Form Map is used to present data in a structured form.

To begin this process, open an app in Design Studio and select Maps. This will initiate the mapping process, allowing users to set up how the selected objects will be presented and interacted with in the Valorx Fusion App.

Now Maps window will open, presenting you with the option of choosing between Grid Map and Form Map. Based on your specific needs and preferences, you can make the appropriate selection. If you require a tabular view of the data, opt for the Grid Map. On the other hand, if you prefer a more structured and organized display, go for the Form Map.

Grid Map

The Grid Map in Valorx Fusion App functions similarly to a table in Excel, making it an ideal choice for displaying extensive data sets. When dealing with large volumes of data, the Grid Map proves to be the most effective and efficient way to showcase information.

For example, in the context of Product and Pricing for Commerce Cloud, a Grid Map is employed to present all the Product records retrieved from the CRM (Customer Relationship Management) system. This layout allows users to easily view and analyze the product-related data in a structured and organized manner, akin to viewing data in a spreadsheet.

By using the Grid Map, users can quickly navigate through numerous records, efficiently manage product details, and gain valuable insights without feeling overwhelmed by the sheer volume of information. Its tabular format is well-suited for handling substantial datasets and simplifies data exploration and analysis in the Valorx Fusion App.

Refer to know more information.

Form Map

As the name suggests, Form Map is suitable perfectly for any single record. Let's say you want an App that allows the user to pick a single Account and its related Contacts. From the section above, we know a Grid Map is needed for the Contacts because there can be multiple Contacts in an Account.

Account, however, will always have only one record by design. This is where Form Map comes into rescue. It can display the Account in a form layout that is more natural for the users to navigate.

Refer to know more information.

Maps Color Settings

Settings section of the Valorx Fusion Ribbon is an essential tool for users who wants to configure their Valorx Fusion settings according to their requirements. One important area within this section relates to Maps (Grid and Form Maps), where users can access vital information about how to customize the color of maps. With these settings, users can easily tailor the visual aspects of their maps to their liking, ensuring that their data visualization is as clear as possible.

Please follow under Valorx Fusion Settings to know more about the Map Settings.

A Grid Map works like a table in Excel, making it ideal for handling and displaying large volumes of data. Designers can create Grid Maps with powerful filtering, customization, and runtime options.

There are two modes available when creating a Grid Map:

Getting Started

Basic Mode

Basic Mode offers the same foundational Grid Map setup without Grid Functions. It’s useful for quick, lightweight configurations.

Advanced Mode

Advanced Mode offers all the capabilities of Grid Map, including enhanced data control, runtime flexibility, and advanced grid functions.

Setup The Grid Map

• Object: Choose the object defined in Data Modeling. The Grid Map will be based on this object.

• Name: Provide or edit the Map name.

• Start Location:

Grid Functions

In Advanced Mode, Designers can use Grid Functions to enhance how the Grid Map behaves in runtime. There are three key features:

1. Add a Save Group

   • Save groups allow fields to be saved in different batches.

   • Useful when certain fields should be saved later or separately from others.

Visual Indicators

• A green “P” appears next to a Map name if preloading is enabled.

• A green tick shows next to the Preload Grid Options button when configured.

Resync Preloaded Grid Data

• Use Resync to refresh the grid with the latest data without saving the entire Map.

• Preloading is triggered when:

  • Fields are added or removed

Field Configuration

Field Configuration defines how data fields appear and behave in your Grid Map. Designers can choose which fields to display, how they should be saved back to CRM, and adjust their layout in Excel.

Add Fields

Add extra fields directly from the Grid Map setup window without going back to Data Modeling.

This is useful when:

• You forgot to include a field during Data Modeling.

• You want to quickly add a new field for testing or runtime use.

Display or Save Configurations

Control how each field behaves in the Grid Map by choosing whether it should display data, save data, or both. The fields location is shown at the Location column.

• Display + Save

  • Data is retrieved from CRM and shown in the Grid Map.

  • Any updates made in Excel are saved back to CRM.

Reordering Fields

Rearrange the sequence of fields by dragging and dropping them into the desired order. This helps organize the Grid Map layout according to your preferences.

Spacer Columns

Insert a standard Excel column that isn’t mapped to any field. Spacer columns are useful for adding formulas, calculations, or simply creating extra space in runtime.

API Name

Displays the API name of the field, making it easier to identify and reference fields consistently across the Grid Map.

Schedule Item Location

Shows the specific column in the workbook where the field is mapped. This helps Designers quickly trace data placement within Excel.

Data Type

Displays the field’s data type (e.g., Text, Number, Date). Knowing the data type ensures proper formatting and usage in runtime.

Field Options

Allows Designers to configure additional settings for the field. For example, you can apply Excel-style conditional formatting to highlight values dynamically.

There are two options available:

• Configure – Set up field-specific rules or conditions.

• Color Bar – Apply a color bar to visually represent field values.

Click the settings icon next to it to access Field Options.

Default Value

Specifies a default value to display in the field when the Grid Map is first loaded. This is useful for pre-populating common or expected entries.

Hidden

Lets Designers hide the field in Excel while keeping it mapped in the background. This helps declutter the sheet while retaining field logic and functionality.

Preview

Designers can preview how the Grid Map will look in Excel before saving and closing the configuration. Use this option to validate field arrangements and display settings, without committing changes.

Display Options

On the lower left of the Grid Map window, you can find Display Options that let you fine tune how a Grid Map operates in Runtime. Display Options has five different options like General, Border and Cor, Pivot, Sort and Security. Designers can just hover the Display Options to see what are the selections made in these five options.

General: In this we will find the information like columns, width, height. General is the first option on Display Options. Select General and below window will open.

• AutoFit Columns - Autofit will be applied to the Grid Map's columns after data is displayed and Minimum Width makes sure the columns do not get too narrow.

• Autofit Rows - Wrap text and autofit row after data is displayed. Cannot be used together with Autofit Columns.

• Set Row Height - Fix the row height after data is displayed.

Border and Color: Border, header's fill color, and header's font color are auto applied based on the setting here.

Pivot: Enabling this feature auto creates a Pivot and Chart in Runtime after the data is displayed.

Sort: Sort displayed data with the fields configured here.

Security: Worksheet Protection based on Field Metadata through which user can protect the worksheet at Map level, and user can also identify their access level. Designers can protect the worksheet by providing a password. Users can change or select the color for the Read Only or No Access to make it easy to identify the access level.

Save Options

Save Options provide a granular control over the save operation in Runtime. This option is available on the bottom of the Map. Click on Save Options and below window will open. Users can provide multiple save options with multiple filters.

Let us have a look at the options available in Save Options.

• Batch Size: Records will be sent to your CRM in batches. The number of records per batch is controlled here.

• Partial Commit: Enable partial records to be saved even if some of the records in the same batch failed.

• Concurrency Detection: This feature helps when more than one user is working on the same record and prevents overwriting the data by the first user and triggers a summary message to the second user stating that the record has failed and also displays other details. Users should enable the "Concurrency Detection" from Save Options

• This feature will detect if more than 1 user try to modify the same data on same records. It will warn the subsequent user than the first user made a change to the record after subsequent user has retrieved the data. System would stop the subsequent user from overwriting the first users changes.

• Disable Fast Save: Save operation will process Salesforce calls sequentially when this Fast Save option is disabled.

• Process blank values during save: Insert blank rows as records.

Form Map is perfect fit for any single record. This is used to display small data which can be viewed in the form of a letter. Let's show you how a Form Map is created.

Click Maps from Valorx Fusion Ribbon, and Maps windows will open which will have Grid Map or Form Map. Select New Form Map.

Configure Form Map window will open when we select New Form Map where Users can select the object and configure the map. Select the Object from the drop-down and all the fields will be displayed.

Mapping Fields: Fields from Form Map are mapped by dragging and dropping a field onto an Excel cell.

The layout is controlled in the Map Properties.

Shortcut to add Fields: Forgot to select a field you need? You don't need to go back to Data Modeling. You can add more fields from here.

Display Options

On the lower left of the Form Map window, you can find Display Options that let you fine tune how a Form Map operates in Runtime.

General: Form Map contains General, Border and Color and Security sections just like our Grid Map. Let's discuss them in detail.

• AutoFit Columns: Autofit will be applied to the Grid Map's columns after data is displayed and Minimum Width makes sure the columns do not get too narrow.

• View Gridlines: Display Excel gridlines.

• Excel Named Range Usage: Control how the mapped fields are named in Excel named range.

Border and Color: Border, header's fill color, and header's font color are auto applied based on the setting here.

Security: Worksheet Protection based on Field Metadata through which user can protect the worksheet at Map level, and user can also identify their access level. Designers can protect the worksheet by providing a password. Users can change or select the color for the Read Only or No Access to make it easy to identify the access level.

Save Options: Save Options, we can control how the records are saved.

• Batch Size : Records will be sent to your CRM in batches. The number of records per batch is controlled here.

• Partial Commit: Enable partial records to be saved even if some of the records in the same batch failed.

• Concurrency Detection: This feature helps when more than one user is working on the same record and prevents overwriting the data by the first user and triggers a summary message to the second user stating that the record has failed and also displays other details. Users should enable the "Concurrency Detection" from Save Options

• Disable Fast Save: Save operation will process Salesforce calls sequentially when Fast Save option is disabled.

• Process blank values during save: Insert blank rows as records.

• Save Conditions: Conditions can be configured here to control what records get saved in Runtime. Records that do not match the condition will not be processed.

Valorx App is a Microsoft Excel template that is tailored to work with the objects/entities and fields in your CRM.

Take a look at the below example of Valorx App - it looks just like an Excel file that you work with everyday, but it has deeply integrated with Salesforce. In this example, the table is constructed using the records from the Opportunity object in Salesforce. Users can easily retrieve data, work on the data using Excel's functionalities, and save the data back to Salesforce with just a button click.

It needs little to no training🥳

Using a Valorx App is exactly like using an Excel workbook. All the functionalities (Data Filters, Formulas, Conditional Formatting, Pivot Table, Charts and so on) will continue to work, because they are still in Excel.

To access Valorx functionalities, users need to click on the buttons in the Valorx Fusion Ribbon - exactly the same way they would use normal Excel functionalities like inserting a Pivot Table or Chart.

Majority of the Valorx Fusion Ribbon buttons are customizable by App Designers in Design Studio. These buttons are governed by the Workflow and UX.

Designers and Runtime Users

In Valorx Fusion, there are two ways to interact with a Valorx Fusion App - Design Studio and Runtime.

Design Studio is built for App Designers to model, configure, and modify Valorx Fusion Apps, which will be available for the users.

Runtime is where a user will run a Valorx Fusion App, and use it to retrieve and modify data from your CRM. Runtime user will not be able to modify the Valorx Fusion App in the cloud.

Single Source of Truth

All your Valorx Apps are stored in your CRM, which means everyone in your team will be using the same Excel template for their day-to-day operations. Only dedicated Valorx Designers can modify your Valorx Apps. This minimizes the confusion around having multiple versions of Excel workbooks shared across your team.

Valorx brings your Customer Relationship Management (CRM) into spreadsheet such as Microsoft Excel and Google Sheet. This tool is built in such a way that Customer can use their favorite spreadsheets the way they used to, and at the same time, enjoy the security and functionality which CRM provides.

To tackle any business requirements, Valorx Design Studio allows App designers to build Valorx Apps by converting an existing Microsoft Excel workbook into a Valorx App, or build a new Valorx App from ground up.

Discover What’s New

Explore the to learn about our latest features and enhancements.

Product Demo

A picture is worth a thousand words. Is a video worth a million words? Here is a quick video to showcase the capabilities of Valorx Fusion.

Excited to learn more?

We know you are very excited to build your first App. After the installation and creating a connection you are all ready to create your app. Any Valorx app is made from four basic building steps. Users can create a simple or complex app depending on the requirement. User can build an app very easily by following the below.

It's always good to have understanding of above mentioned components of the app but to create the first app user just needs to know simply selection of required objects and fields and the rest of the things will be taken care of by Express Mode.

When an app is previewed from Express Mode, Valorx Fusion ribbon tab will have a section called Express Actions with different options.

In this section user can re-render data with Display Data button. User can make changes to rendered data in Excel and with Save Data button he can save changes back to CRM. User can further customize the app or he can simply click the button named Save as an App and provide a name and a File type to the app and the app becomes available to the App list.

Once the app is saved and available to the App List user can further customize it by opening it in Design Studio.

Dataset Task can combine or find intersect records from two to ten dataset retrieved by Query Tasks by using AND/OR operator.

To get started with creating a Dataset Task open an Excel and click Start from Valorx Fusion Ribbon.

Now, open an app from Connections List in Design Studio, and click on Task and select New Dataset Task.

Dataset Task bar will open which will contain Object Name, Name, Number of Dataset to merge and Operator.

The Add Field task enables the users to add a field(s) in the sheet while executing any App in the runtime mode.

You can access it from the Add Field tab in the Tasks menu. By clicking the 'New Add Field Task' button, the Add Filed Task screen appears as shown in the image below:

You can select the desired configuration for adding a field(s) using the options described as follows:

1. Selecting the desired map upon which the field is to be added.

Designers will create a Macro task to put it under the workflow. Refer Macro to know hot to write a macro.

Open the properties from the workflow on the left hand side.

Drag and drop the macro in the workflow and on the right hand side Designers can find Macro Properties.

Macro properties has only Step name and an Edit button to edit actual Macro Task associated with the step.

Designers will create a Dataset task to put it under the workflow. Refer Macro to know hot to write a macro.

Open the properties from the workflow on the left-hand side.

Drag and drop the Dataset in the workflow as shown in the image and, the warning symbol that we have to provide the data intake.

Dataset task takes multiple Data Intakes of same object and result is merged records based on Dataset operator. To hold the result Dataset property always have Output Name to uniquely identify result data of the step. Similar to other tasks it also has Edit button to edit actual Dataset Task associated with the step.

Designers will create a Add/Delete task to put it under the workflow. Refer to know more information on how to create a task.

Drag and drop the Add/Delete in the workflow and on the right hand side Designers can find Add/Delete Properties.

In addition to Step Name property Add/Delete task can have single Data Intake to be selected only if associated task is of type "Add" and it is adding rows based on Record count. It has Edit button to edit actual Add/Delete Task associated with the step.

Designers will create a Document task first under Design Studio to put it under the workflow under Runtime. Refer to know more information on how to create a Document task.

Drag and drop the Document properties in the workflow which will be shown under the Document.

On the right hand side Designers can find Document Properties to edit actual Document Task associated with the step. Document task always need a Data Intake which represents the record which will hold the uploaded document in CRM.

Designers will create a Refresh Ribbon task first under Design Studio to put it under the workflow under Runtime. Refer to know more information on how to create a Clear task.

Drag and drop the Refresh Ribbon properties in the workflow which will be shown under the Refresh Ribbon.

In addition to Step Name property if Refresh Ribbon task has any rule based condition which requires Data Intake then it will have Data Intakes section to select required Object data which is nothing but an output of other task. Warning symbol shows that data input required. Designers can edit the actual Refresh Ribbon Task associated with the step with the help of edit button on the right hand side.

Designers will create a Clear task first under Design Studio to put it under the workflow under Runtime. Refer to know more information on how to create a Clear task.

Drag and drop the Clear properties in the workflow which will be shown under the Clear and, on the right hand side Designers can find Clear Properties.

Similar to Macro task Clear Task has no other properties except Step Name and an Edit button to edit actual Clear Task associated with the step.

Designers will first create a Refresh Map task under Design Studio to put it under the workflow in Runtime. Refer to to know how to create Add Field task.

Drag and drop the Add Field task properties in the workflow which will be shown under Add Field.

To edit the task, designers can click on Edit Add Field Task on the right-hand side. A window will open where they can make changes to the task. They can also choose a button from Workflow Trigger to show on the Ribbon.

Google sheets is one of the platforms where users can run Valorx Fusion App. This page contains the below sections which provide information related to Google Sheets.

This page contains the below sections as part of the Runtime for Google Sheets.

Inserting rows using the right-click option is one way where users will be able to insert the rows. Select one or more entire rows by moving the cursor to the row numbers. Right-click the selection and select Insert rows from the selection. Select either the row that needs to be inserted above or below the selection.

In the below image we inserted a row below E9 and when we click Save it will display the data in E10.

Customizing App is the next step once the app is installed from Valorx App Store. Designers can customize the app before installing the app or even after the installation.

Click on Valorx App Store and Click on GET. APP Customization : User Management page will open.

Click on Customize option and a page will open. On the left hand we will find the APP and on the right hand we can see the unused fields from CRM. Designers can just drag and drop the unused fields if they want to add them to the app, and click on Apply changes.

Excited to know more about Valorx App and its installation, and packages. This is the first step that any user will look.

Let us have a look at the below points here:

1. Installing Valorx Fusion

2. Valorx Managed Packages

3. Fusion Auto Update Policy

Installing Valorx Fusion

To set up Valorx Fusion on your computer, follow these steps:

Valorx Managed Package

Valorx Fusion can run on trial for 15 days without the Valorx managed package installed. During this period, your Apps will be hosted in Valorx infrastructure. Once the managed package is installed, you can transport all your Valorx Fusion apps to your Salesforce environment.

If you wish to install the Valorx managed package, please visit our .

Fusion Auto Update Policy

To provide customers with a seamless experience and ensure systems remain stable, secure, and up to date, Fusion has introduced an Automatic Update Policy beginning with version 18.4.

Update Process

Manual Updates

• Users will continue to receive update notifications in Valorx Home.

• Updates can be installed manually at any time by selecting Update Now.

Automatic Updates

• Fusion will intelligently detect stable updates.

• If an update is not installed manually within 30 days, Fusion will apply the update automatically.

Policy Scope

• Applies to all customers using Fusion V18.4 and later.

• Automatic updates are enabled by default.

Policy Benefits

This policy ensures that all customers benefit from:

• Ongoing stability improvements

• Enhanced performance

• Critical security fixes

• Timely adoption of new features

Support Considerations

Fusion may be unable to provide support for customers running outdated versions that are not aligned with this policy.

Customer Action

No action is required. Updates will be applied automatically unless the policy has been disabled at the customer’s request.

• To request that automatic updates be turned off, contact [email protected].

Getting Started

Once the installation is completed, open a blank Excel sheet, and user should see Valorx Fusion Ribbon tab. This means you have successfully installed Valorx Fusion.

Click on Valorx Fusion Ribbon tab, and click on Start to get started with Valorx Fusion.

With connection(s) established, a list of Apps will be displayed. If you have multiple connections, the list of Apps will change by switching the Active Connections tab.

The Apps List will change dynamically for App Designer and Runtime User - allowing them access different functionalities.

App Designer View

An App Designer can run an app in Runtime mode, edit an app in Design Studio mode, and administrate the Apps.

Runtime User View

Runtime users can only run Valorx Fusion Apps that are assigned to them by the App Designers using Access Control.

Quickest way to open Valorx Fusion Apps

Marking the Valorx Fusion Apps that you use day-to-day as favorites is our recommended way to use them because its the fastest way to put you into your working mode. Apps saved to Favorites are easily accessible.

To do so, connect to your environment and open the Apps List. Turn the favorite toggle of an App to on, and voila, it's now in the Favorites List.

All you need to do now is click on the App you want to launch in the Favorites List, and we will auto connect you to the environment this App is sitting in, and open the App - all in one click. You don't even need to see the Start screen again (unless your App Designer is releasing another amazing App). Let us follow the below steps to add an app to Favorite list.

• Open an Excel and click on Start.

• Click on Radio Button against the app.

• App is now added to the Favorite list now user can see the ribbon button for Favorite list.

Now, the apps are marked as Favorites for both Design Studio and Runtime. User can easily access these apps from the ribbon buttons.

Click on Favorites to view the apps added to the list for both Design Studio and Runtime.

Click on Edit Favorites and a pop-up will open where user can edit the preferences or remove the app from Favorites list, and click on OK to save the changes.

App Designers can administrate Valorx Fusion Apps from the Apps List in Start screen through the following methods.

App Admin

The App Admin window is accessible by going to Start, and clicking on the App Admin button in the Apps List.

In here, an App Designer can perform a few actions.

• Rename the App.

• Delete the App.

• Add Users/Profile to the App through Access Control. This will give the added users or users with the added profile access to use the app. You can learn more in App Provisioning.

• Submit a Valorx Fusion App to Valorx App Store

App Designers can build Apps for Valorx App Store that will be available to all Valorx Fusion customers. You can learn more by going to its dedicated section.

Valorx Admins can be used to provide the License to users. User will be assigned to either Design Studio, Runtime Only, Runtime + Express Mode access depending on the user requirement.

Valorx Admin screen will show the information about the package and Organization Id. It will also show number of License(s) assigned.

Follow the below steps to add a user and provide the License.

• Click on Add User.

• Search for the user by clicking on Search button.

• check-in against the user name which needs to be added.

• click on Add User.

As the user is added now it is time to provide the License. Users will be provided with different level of access depending on the requirement. Access can be provided by just turning on the radio button, and click on Save. Below are the different access levels.

Design Studio: This permission will provide the access to user to design and modify an app through Design Studio. User can also promote Apps, manage access control, and download Apps from the Valorx App Store.

Runtime + Express Mode: This access will allow end users to run the Valorx Apps. User will be able to use the Express Mode without the ability to save the App.

Runtime Only: This permission will allow the users to run the Valorx Apps. User assigned to this permission cannot make any changes to the app.

None: This permission will not allow user to enter the app as there is no access provided. User will receive the below pop up to check and add the fields.

Here are the step-by-step instructions to open an app in Design Studio mode within Valorx Fusion using Microsoft Excel:

The app you wish to work with will now be accessible and ready for customization within Design Studio mode. Start making changes, modifications, and adjustments to the app's layout and functionality using the tools and features available in Design Studio mode.

Query is used to build the relationship between the Maps and the Data Modelling. Designers can create the Query Task in three different Modes like Standard, User Selection (Full) and User Selection (Compact).

To get started with creating a Query Task open an Excel and click Start from Valorx Fusion Ribbon.

Now, open an app from Connections List in Design Studio, and click on Task and select New Query.

A Query Task pane will open which will have three different selection types like Standard, User Selection (Full) and User Selection (Compact). Click on Add Filter and once the filters are added click Save.

Standard : Designers can add this standard query task when Users need not perform or select any action in Runtime. Standard Query Task happens in the background without needing Runtime users to perform any actions.

User Selection (Full) : This Query task will displays a list of records for the users to filter and choose.

User Selection (Compact) : User Selection (Compact) allows users to configure the filters, but they can't choose the records that are retrieved. All records that matches the filters will be retrieved.

Application Program Interface (API) allows Valorx Fusion App to call Salesforce Webservices. Salesforce will allow to create API using external platforms. Designers can create an Apex Class in Salesforce by logging into your Org Id or they can even use the existing or predefined API enabled classes.

• Refer Exposing Apex Classes as REST Web Services.

• Refer Exposing APEX Methods as SOAP Web Services.

Create a Apex Class in Salesforce. Once a class is created then, open an app from Connections List in Design Studio, and click on Task and select New API Task.

API Task window will open which will have Class Name, Name, Classes and Actions.

Follow the below steps to create and run an API through Valorx Fusion.

• Provide the name of the API task under Class Name.

• Select the class from the drop-down provided under "Classes".

• Select the Actions from the drop-down ( Method that we used to create API task).

The Document Task allows Designers to save the Valorx Fusion App as an Excel or PDF file directly to a Salesforce record, either under Notes and Attachments or Files.

Getting Started

1. Click Task and select Document.

2. Choose New Document Task. A configuration window will open with four sections: Location, File Format, Selection, and File Name.

Configuration Options

Location Salesforce provides two storage options:

• Files – Saves the app file to Salesforce Files (recommended).

• Notes and Attachments – Saves to both Files and Notes & Attachments.

File Format Save the app in either Excel (.xlsx) or PDF (.pdf) format.

Selection Choose what content to save:

• Entire Workbook – Saves the whole workbook.

• Custom Sheets – Select specific sheets or portions of the workbook.

File Name Define how the file will be named in Salesforce. Options include:

• App Name

• Custom Name

• Named Range

• Cell Reference

The Clear Task allows you to remove records from a Map in Excel without deleting them from your CRM. The records will continue to exist in Salesforce.

Clear Task offers two modes: Clear All and Clear Record ID. The clear task support Conditional Filters, ensuring operations only run when filter conditions are met. This prevents unintended data clearing and gives Designers greater control.

Getting Started

1. Click Task and select New Clear Task.

2. The Clear Task window will open, displaying the following options:

   • Name

   • Map

Modes

Clear All

The Clear All mode removes all records from Excel and re-initializes the Map. Designers can enable the option Ask for confirmation before clearing records to avoid accidental deletions. Operations only proceed when Conditional Filter criteria are met.

Clear Record ID

The Clear Record ID mode keeps records in Excel but removes their association with your CRM. When saved, these records are processed as new records in your CRM. Operations only proceed when Conditional Filter criteria are met.

Query Task is one of the properties where Designers will make the steps. Whenever we drag and drop any task from Toolbox to designer canvas it becomes a step of the workflow. So for every step in workflow there is a common property called Step Name which is a Task name by default but user can overwrite it anytime. Lets have a quick look at the task properties of different tasks.

Every Query task returns data and every step created from Query task needs an Output Name to uniquely identify the data retrieved in that specific step. Query task can also contain Filters of different types. Whenever filter of type Data Intake is there in Query it requires that Data Intake to execute the Query task. For such Data Intake filtered tasks Query properties will have Data Intakes section to select required Object data which is nothing but an output of other task. Edit button to edit actual Query Task associated with the step.

Expand the Query Task and you will find all the Maps. Drag and drop it in the workflow below the Start button.

On the right hand side we can find Workflow Settings where Designers will add the Data Intake and select the Ribbon Icons which will be displayed under Workflow Trigger.

The App Permissions feature in the Fusion App enables users to understand and review their field permissions while working in runtime mode. This helps ensure that users are aware of their access levels for various fields within the app.

Accessing App Permissions

Users can access the App Permissions window directly from the Fusion ribbon:

• In the Control Panel section of the Fusion ribbon, click the User Info button.

• Then, click on App Permissions button.

Overview of the App Permissions Window

The App Permissions window provides an overview of all objects and fields included in the Fusion App, along with the specific permissions applied to each field for the logged-in user. The permissions indicate the level of access (such as read, create, update and filter) that the user has for each field based on their assigned roles and permissions.

Caching of Field Permissions

It's important to note that field permissions are cached for the duration of the Excel process. This means:

• Permissions are loaded once when Excel is launched and remain in effect for that session.

• To refresh field permissions, users need to restart Excel, which will initiate a new session and update permissions according to the latest access levels.

Getting Started

• Once the installation is completed, open a blank Google Sheet and the user should go back to Add-ons, and here user will find Valorx for Salesforce hover on it, and click on Start.

• Now a Task pane will open where user can add a new connection by clicking on New Connection.

• Provide the credentials, and click on Add.

Connections: This is used to create new connections and find any existing connections. Users can find which Org they are connected. Users can connect to multiple Salesforce Orgs. This will show all the information like which org is connected, it will provide an option to logout from the connected org, gives an option to connect.

Users will receive the below warning message when they try to delete a connection.

Apps: Users can open assigned apps from Apps List in Runtime mode. Users can search and find the apps from the list. Once an app is open users can find the option to open the App Menu or a New Copy of the app.

Users can find the owner information by hovering on the app name. This will show when the app modified or used.

App Menu

Users can find this App Menu when an app is opened. Users will find the Workflow action buttons which are created and the toolbox default buttons under App Menu.

Valorx App Store will provide us with already designed Apps which are available for Designers. Designers can use these templates which will make the work easy as they are already built apps. Designers can make changes to the app as per their requirement.

Designers will find Valorx App Store on the Valorx Fusion Ribbon. Click on Valorx App Store then a list of Apps will be displayed. Some of the apps are provided at free of cost and some of the apps are chargeable.

Designers should have Active Connection to download the apps. Below validation message will be displayed when there is no active connection.

To install any desired App. click on GET. In the below image, the app is listed as FREE; hence, no price will be charged. The app will be installed on the designer's desktop. Valorx even provides a free trial.

Let's have a look at the app in the image below, which is listed as $299. Designers need to pay $299 to get this app.

Click on Install, and the app will be saved to the Org.

Designers will create a Refresh Map task first under Design Studio to put it under the workflow under Runtime. Refer Refresh Map to know how to create Refresh Map task.

Drag and drop the Refresh Map properties in the workflow which will be shown under the Refresh Map.

Refresh Map has no other properties except Step Name and, on the right hand side Designers can find Refresh Map Properties.

It's super easy and quickest way to create your first App with Express Mode where you can Preview the app and Save it whenever you feel its OK to have it available as an app.

Quickest way to Preview and Create App

Valorx Fusion Ribbon tab has a dedicated section called Quick start where you can find Express Mode beside Favorites button.

Macros are used to record the set of actions, save, run. Macros are used to save time on repetitive tasks when we do not want to do the same task every time. Macros can make wonders and we want you to experience those wonders with our Valorx Fusion.

To get started with this follow the below steps.

Open an Excel, click Start from Valorx Fusion Ribbon.

Follow the instruction provided to view the Developer option on the ribbon. Developer option is used to write macro in Excel

Refresh Ribbon task will hide or disable those button which are not used when an app opens. It will display all the buttons which Designer defines on the Workflow either in group or single buttons. Refresh Ribbon task will always refreshes the ribbon as per the instruction provided by the Designer.

Google Sheets is one of the two other runtime platforms that Valorx supports. Google sheets does not support Design Studio mode it suuports only Runtime. Let's have a look at Google Sheets and its installation and also know how it works.

Visit Valorx for Google Sheets:

Installing Valorx Fusion for Google Sheets

To get Valorx

Application Program Interface (API) apart form Step name if an API task is configured to have input from Data Intake then API properties will have Data Intakes section to select required Object data which is nothing but an output of other task. It can also have Output Name property only if Action selected in API task has return type Object.

Refer to know how to create an API class.

Once an API query task is created it will display in the API workflow properties. Expand the API properties and you will find all the API classes. Designers needs to just drag and drop the API as per the app requirement.

On the right hand side Designers can find Edit API Task by clicking on it a window will open in which Designers can edit the API class. Designers can even select a button to display on the Ribbon from Workflow Trigger.

Designer will configure the workflow and add a button which will be displayed on the Valorx Fusion Ribbon bar. These buttons which Designers design will be displayed under Runtime UX. Users can launch the app just by clicking on the button. Designers can choose the buttons of their choice and provide a name to the buttons as per the requirement.

Follow the below steps to create the app buttons.

• Click on Workflow and UX and Workflow window will open.

We’re pleased to introduce Valorx Fusion v21, focused on enhancing the stability and reliability of State Management. These improvements are designed to provide a more consistent configuration experience, reduce errors, and ensure rules behave as expected across different scenarios.

New Enhancements ✨

Enhanced State Management to improve overall stability, validation, and configuration consistency. These updates ensure that rule settings persist correctly, prevent incomplete configurations through stronger validation, and provide more reliable handling of multi-picklist and Boolean values. Additionally, the Preview experience has been refined to a read-only mode, allowing users to safely review configurations without unintended changes.

Designers have an option to launch the app rom CRM or Salesforce when, they want. This is made simple with one of our workflow properties Launch CRM. Designers will have to create a Launch CRM task query which will be displayed under workflow.

Open an app and select Workflow and UX from Valorx Fusion Ribbon.

Designers will find Workflow Settings on the right hand side. Click on the drop-down and the Workflow properties gets expanded. Designers can find two options like Launch from CRM and Run at App Launch.

Select "Launch from CRM " this will provide the Launch from CRM instructions button click on it and a popup window opens which will guide the user on how to configure a workflow to launch it from CRM.

Fusion v20.10 introduces focused enhancements that improve query flexibility, expand Dynamics 365 field support, and provide better visibility into grid and form mappings. These updates help ensure more accurate data handling and easier configuration across Fusion workflows.

Fusion Enhancements ✨

Logs provides more information to users about all the user activities both in Runtime and Design Studio. Users can visit the Logs under Settings to check for the reason of any failed activity.

To view product logs users need to click on Settings and select Logs under Fusion.

Let us have a look at different types of Fusion Logs.

Valorx ships the Windows client in .EXE and .MSI formats. Valorx includes the link to download Valorx Fusion setup.exe. MSI are provided for all major releases and can be used to mass rollout to end users using device management software like Microsoft Endpoint Manager (also known as Microsoft Intune). MSI links are available on-demand by reaching out to .

Silent Installation

Most users would require a desktop team to help with the installation. Valorx can be installed silently and pushed remotely using this switch.

Data Import feature, an invaluable enhancement to our Task module. With Data Import, users gain seamless and efficient capabilities to import data from external sources directly into the app. This feature offers support for importing data in CSV or Excel formats, providing users with flexibility and convenience for tasks such as data migration or updating existing records.

To leverage the Data Import feature, users simply need to select the desired object and import the corresponding CSV or Excel file into the Grid Map. By mapping the fields between the external data source and the application, users can effortlessly import the data and automatically populate the relevant fields within the selected object.

• Open an App In Design Studio from Valorx Fusion and click on Tasks.

• Click Data Import and now select New Data Import task.

• Select the Name, Object, and Map from the drop-down.

• Click Add Condition Filter and add any filters as per the requirement.

• Check in the Add Condition Filters Logic in case we need to add any logic filter.

Tip: Enabling the "Allow user to change Map in Runtime" option will disable the condition filters and allow users to change the maps in runtime.

• To create a workflow, navigate to the Workflow and UX section.

• Save the application and execute it. Open the runtime file, and click on the button that was created in the workflow.

• To upload a file, either click on "Select file here" or simply drag and drop the file into the designated area.

• After selecting the file, click on "Next" to proceed.

• If the file contains headers in the first row, check the box labeled "Sheet Contains Headers".

• To save the mapping for future use, select the "Remember my mappings" option. This will store the mapping locally and make it available in the dropdown for future reference.

• To map the fields, either choose from the dropdown or modify the mapping by selecting "Change".

• Hover over the "Step contains import conditions" to view the added conditions for the import task.

Tip: First-time users, it is necessary to map the columns with the fields in the imported file.

• After importing the file, a window will display a Summary of the imported data. To proceed, click on the "Next" button.

• Once you click "Next," the application will execute the import process for the data.

Valorx Fusion will provide the end users with an option to open the data from CRM and this option is known as Launch CRM. It will be useful to Users with huge data and want to check the record from CRM. Designers when they want to configure data from Excel to CRM then, Launch CRM task will be used.

To get started with creating a Launch CRM Task open an Excel and click Start from Valorx Fusion Ribbon.

Now, open an app from Connections List in Design Studio, and click on Task and select New Launch CRM Task.

Now a Task bar will open which will have Name, Type of Task, URL Configuration and Custom Message.

User Focus: This will launch the CRM records based upon the Users selection on a grid.

Custom: This launches CRM records based on the custom configuration.

Standard: Standard in URL Configuration is very simple and Users need not to provide any URL or define any URL.

Custom: Designers needs to provide the URL and Custom the URL

Follow the below steps for Launch CRM using User Focus and Standard URL Configuration.

• Provide the name of the task under Name.

• Select the Maps which will be displayed on the "Maps" Section.

• Select User Focus and now select "Standard" from URL Configuration.

Follow the below steps for Launch CRM using User Focus and Standard URL Configuration.

• Provide the name of the task under Name.

• Select Custom and now select "Custom" from URL Configuration.

• Select Form Map, Cell Reference or Name Range Reference as per the requirement.

Expected Behaviors

When Google Drive API or SDK is disabled for user by the Admin in the Google workspace account, users may receive the below message while opening the App from the App list or opening an existing Runtime App from the Drive. Users need to contact their respective Admin if they receive these messages.

Below message will be displayed when new file creation is disabled by admin for the user in the Google workspace.

• When we uncheck "Allow users to create new Docs, Sheets, Slides, Drawings and Forms files

  Collaboration on existing files won't be affected."

• When we uncheck "Allow users to create and upload any file Editing and sharing existing files won't be affected. Moving and organizing existing files may be limited. ".

When both options are checked for new file creation users will receive the below message.

When user opens the existing runtime file and Google Drive is disabled by admin for the user in the Google workspace.

When app is open and suddenly Google Drive is disabled by admin for the user in the Google workspace.

Features not supported by Google Sheets

Google Sheet users who want to share runtime files with other users and use runtime files can do so without any difficulty. However, there are a few technical considerations to keep in mind when collaborating on shared runtime files.

When a runtime file is shared with other users in Google Sheets, it allows them to access the same file and make necessary changes. However, it's important to note that when single or multiple users collaborate on a shared file, users may notice latency in rendering the Form Map compared to the original file that was initially shared.

This latency in rendering the Form Map during collaboration is due to the APIs used to run the shared file.

Follow the below simple steps to share a file with other users.

• Open the runtime file in Google Sheets.

• Select File and click Share button and select "Share with Others".

• Provide the email address of the user to whom it needs to be shared under "Add people or groups".

• Click Done.

• Once the file is shared it will be saved in Google Drive of the user receiving the file.

Here, are a few messages which Users may encounter when there is no active connection or when they are connected to a different org, and when a fresh copy of the runtime file needs to be opened.

• When a file is shared, and the User does not have the Active Connection (comparing the owner of the file and the currently logged-in user) a message will be shown to connect to that org to access the App Menu.

• Users will receive a message to connect to that org to access app menus when the active connection is different from the org.

• In case you're trying to open a saved runtime file in Google Drive, and you're not the owner of the file, a warning message may pop up asking you to open a fresh copy of the runtime file. This is because the owner of the file might have made changes to the runtime file after it was last saved, and opening a fresh copy ensures that the user is accessing the most up-to-date version of the runtime file.

To ensure smooth collaboration and usage of runtime files in Google Sheets, it's important for users to be aware of these considerations.

Designers, Users or Customers can submit their Apps once approved and will be published to the Valorx App Store once reviewed and approved by our Valorx Team.

Follow the below steps to submit an app to Valorx App Store.

Open an Excel, click on Start and now select App Admin from Valorx Fusion Ribbon.

Select App Admin from the connections list which will open Administration page.

Select Valorx App Store from Configurations and on the right hand users will find "Manage your Valorx App listing".

Designers now need to fill the details of the app before submitting the app.

• Designers can Read, Write or Edit the name of the app from App Name.

• Designers should define under which version the app will fall and provide the details under Version.

• It's time to decide whether the app is available at no cost or Users need to pay. Click Pricing drop down and select "Free" or "Paid".

Click on App Category and a pop up with list of categories will open select from the list and click OK.

Now, Designers need to describe about the app. Click Add Description and add the notes and click OK.

Click on Required Dependencies and add the dependencies and click OK.

Designers should add Images or Video Links by clicking on Browse.

Click on Submit to Valorx App Store once done with filling the details.

Valorx Team will review the app submitted to the Valorx App Store and publish the app to the store.

Users have to first download the latest Valorx Fusion. Once Valorx Fusion is installed users will find the Valorx Home icon on their windows desktop. Valorx Home will help the users to manage the Valorx Excel Add-in and the subscription.

Valorx Home will provide information related to

1. Launching Valorx Home

2. Valorx Fusion Updates

3. Health Monitor

4. Administering Valorx Account

A pink icon named Valorx Home on the windows desktop will be displayed once Valorx Fusion is installed. Users can also search for Valorx Home on the windows desktop.

Click on the Valorx Home app icon to launch the app. The Valorx Home page has a few sections, such as Valorx Updates, Version Information, Health Monitor, and Launch Excel.

Valorx Updates: Users can find information related to product releases and version history updates and the status if users are up to date or if they need to update the Valorx Version. Users can even find the Version History by clicking on the hyperlink.

Click on Version History and a pop-up window of Product Versions will open which will show the history.

Version Information: Users can find which version they are using under this section. Users can find the release notes and video tutorials. Click on the hyperlink and it will direct you to the Valorx page.

Health Monitor: Users need to do a health check when they find difficulty in running Excel or an App. Click on Run Health Check which would restart the Excel and usually fixes the issues. It will even show when was the last update done. Health check will show the status of the add-in.

Launch Excel: Users can launch an Excel file by clicking on Launch Excel. Users can open Valorx Fusion by clicking on the Valorx Fusion ribbon button.

Update Now: If a new version is available, the Update Now button will appear under the Valorx Updates column. Click Update Now to start the update.

Hot Upgrade

Hot Upgrade is a feature that allows the Google Sheets runtime users to upgrade their grid maps without opening a new runtime file. Runtime Users can view all the changes made to the App without opening a new runtime file.

• Open an Excel in Design Studio and click Settings from Valorx Fusion Ribbon.

• Select Settings from "App".

• Turn on "Enable Hot Upgrade" under App Performance.

• Click Ok.

The App Menu will open directly when there are no changes made to the App. Runtime users will receive an App Modified message when there are any changes made in the App and users need to click on “Yes” which will regenerate the newer grid map. Grids will require to be cleared before the new map is loaded.

Following are the Design Studio scenarios where Hot upgrade will update the Maps:

• User has added/removed/updated/moved fields, changed , and to the grid map using Fusion Grid Map screen.

• User has added/removed/updated/moved fields directly in Excel and has performed “Full Map Validation”.

• Filters and conditions are based on named ranges.

Additional Considerations for Hot Upgrade:

• Formulas, formats, and data validations added directly on Excel by the Design studio user within the map range would be lost.

• Filters and conditions based on cell references may not work.

• Deleted grid maps wouldn't be removed by the hot upgrade flow.

Build an App in Minutes.

Welcome to Fusion! This Quick Start shows you how to build a simple Opportunity Management App using Fusion Design Studio. It’s a beginner-friendly, hands-on example designed to help you get familiar with the key Fusion components: data modeling, mapping, and workflows.

By the end of this guide, you’ll be able to: ✅ Connect to Salesforce ✅ Query Account and related Opportunity records ✅ Display them on the Excel sheet ✅ Edit and save records back to Salesforce

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.

The Task feature includes several sections, one of which is Common Tasks. As the name implies, this section contains frequently used and familiar functions. Expand the Common Tasks group to view its subsections, which include Display, Save, Notification, Decision, and Connect.

Display

Display task is used to render data on spreadsheet. User needs to select Maps and its relevant Data Intake to display data. Display Properties shows the list of existing maps and user needs to select relevant Data Intake for the included map. User needs to select at least one map for every Display task.

The Utility Task group includes specialized tasks that extend the capabilities of your workflow. These tasks help streamline complex logic and improve overall workflow efficiency.

Currently, the Utility Task group includes:

• Wait Task: Introduces a timed pause within the workflow, allowing for delays before proceeding to the next step. Useful for timing dependencies or creating pauses between actions.

• Connected Workflow Task: Allows you to call and execute another pre-built workflow within your current workflow. This promotes reusability of common steps such as validations, queries, or data formatting—helping you keep workflows clean, consistent, and easier to manage.

This documentation provides an overview of the Salesforce APIs supported by Valorx Fusion, detailing how these APIs enable seamless integration and enhance functionality within the platform.

CPQ APIs

The CPQ APIs provide essential functionality for managing quotes, products, and related data within Salesforce CPQ. These APIs facilitate tasks like reading, validating, calculating, and saving quotes, as well as adding and retrieving products.

Microsoft Excel is a widely used tool for data management and computation. Valorx enhances this experience by building a powerful bridge between Excel and Salesforce.

Valorx Fusion is designed with all users in mind—aiming to simplify complex workflows and deliver a seamless experience when working with Salesforce data directly in Excel.

In this section, you’ll find:

• Minimum System Requirements for running Valorx Fusion

State Management enables designers to control the dynamic visibility and locking behavior of their app at runtime. Rules can be defined for three distinct areas of the app: the Ribbon, Sheets, and Maps (grids and form maps).

You can access it from the State Management tab in the Tasks menu. By clicking the 'New State Management Task' button, the State Management Task screen appears as shown in the image below:

Ribbon Section

Ribbon Rules allow designers to control which buttons and button groups are shown or hidden in the app ribbon at runtime. Rules can be applied without any conditions (always apply) or based on defined When-Then conditions.

How to add a Ribbon rule:

1. Enter a Task Name

2. Select the Ribbon Section tab.

3. Click "+ Add Rule". A "RULE OF : RIBBON SECTION" pop-up opens.

4. Enter a Rule Name.

Note: The When (condition) block is optional. If left empty, the action defined in the Then block will always apply at runtime regardless of any data or user state. If conditions are added, the action only applies when those conditions are met.

Ribbon Rule Configuration

When (Condition) — Optional

• Uses the same condition builder as existing Fusion Rules.

• Supports multiple conditions. Conditions can be added, edited, or removed.

• If left empty, the Then action always applies at runtime

Then (Action)

• Select one or more Buttons or Button Groups from the dropdown.

• Choose the action from the following options:

Sheet Section

Sheet Rules allow designers to control the visibility of individual sheets within the app at runtime. Each sheet can be set to always show, always hide, or show/hide based on defined conditions.

How to add a Sheet rule:

1. Enter a Task Name

2. Select the Sheet Section tab.

3. Click "+ Add Rule", "RULE OF : SHEET SECTION" pop-up opens.

4. Enter a Rule Name.

Sheet Rule Configuration

When (Condition) — Optional

• Uses the same condition builder as existing Fusion Rules.

• Click "+ Add" to add one or more conditions.

• If left empty, the Then action always applies at runtime.

Then (Action)

• Select Sheet: Choose the target sheet from the dropdown.

• Action: Choose Show or Hide for the selected sheet.

• Click "+ Add" to add multiple sheet action rows.

• Multiple sheets can be configured within a single rule

Map Section

Conditional Locking gives designers control over when and how data is editable within a grid or form map at runtime. Rules can be defined to automatically lock or unlock cells, rows, or columns based on data conditions or formulas. Lock states update dynamically as underlying data changes.

How to add a Map rule:

1. Enter a Task Name

2. Select the Map Section tab.

3. Click "+ Add Rule". A "RULE OF : MAPS SECTION" pop-up opens.

4. Enter a Rule Name.

Maps Rule Configuration

When (Condition) — Optional

• Uses the same condition builder as existing Fusion Rules.

• Click "+ Add" to add one or more conditions.

• If left empty, the locking action always applies at runtime.

Then (Action)

A dropdown allows selection of the locking type:

• After selecting the lock type, a "Select Value Type" dropdown appears to specify how the target cell, row, or column is identified.

• Click "+ Add" to add multiple locking action rows within a single rule.

Mac and Google Sheets are the two other runtime platforms that Valorx supports. Let's have a look at Mac and its installation and also know how does it work.

Visit Valorx for Mac: Microsoft AppSource for more information.

Installing Valorx Fusion for Mac

To get Valorx Fusion installed and running on your Mac, please follow the below steps.

• Open an Excel, and click on Insert.

• Select Get Add-ins, and click on STORE.

• Search for Valorx and click on it.

Connecting to Salesforce

Once the installation is completed, open Microsoft Excel, and click on Valorx Fusion Ribbon tab for getting started.

The user needs to click on Start and a Task Pane on the side will open which will have a Connections tab, Apps and App Menus tab will appear once the user is successfully authenticated.

Connections: This is used to create new connections and find any existing connections. Click on Connect button to connect with Salesforce. Users can connect to multiple Salesforce Orgs.

Apps: Users can open assigned apps from Apps List. Users can also search and find the apps from the list. Users can always create a New Copy or open the App in runtime by selecting the options.

App Menus: App Menus will open automatically when an app is opened. App Menus section will order the buttons configured for that particular app.

Features not supported by Mac

Inserting Row Using Right-Click Options

Inserting rows using the right-click option is one way where users will be able to insert the rows. Select one or more entire rows by moving the cursor to the row numbers. Right-click the selection and select Insert rows from the selection. Select either the row that needs to be inserted above or below the selection.

In the below image we inserted a row below E9 and when we click Save it will display the data in E10.

Recent Updates

• Users will now find an option to download the file for Mac version 16.60. Previously, the file used to open automatically but due to security-related updates for v16.60 this change has taken place. Now, with v16.60 users need to manually open the file or app. for more information on this update.

Known Issues

• Currently, .xlsb format apps are not supported by Mac and Google Sheets in Runtime Mode. Save the app in .xlsx or .xlsm format in Design Studio to overcome this issue.

• ".xlsm" format files are not opening in Excel for Mac for versions above 16.59. User should open the “.xlsm” file manually from the Download folder in Mac for Excel - versions above 16.59.

App Settings are those which Designers will set for the App. These settings are only for the apps that you create. App Settings will have four categories like Information, Settings, Security and Messaging and Reporting.

Information : This setting will provide the information related to the App. This will have two categories like General and App History.

General information will have the App Name, Unique Id and CRM Id.

App History will contain the information of history like the App Version, name of the Creator, date when the app was created, name who modified the app and the date when the app is modified.

Settings : This App Setting will have three categories – App Behavior, App Performance, and Connection Settings. App Behavior will have five check-ins through which Designers can set how an app should behave or run in Runtime.

App Behavior – This section includes five check-in points that allow Designers to configure how the app behaves during Runtime. Each option provides flexibility to define runtime interactions based on specific business requirements.

• Prevent Local Save - This will prevent the app from saving it offline. By enabling this option Designers will find that the option to "Show dialog for unsaved changes when closing Runtime file" as disabled.

• Show dialog for unsaved changes when closing Runtime File -

  Enabling this checkbox prompts a confirmation dialog when closing the Runtime file if it is not saved locally.

  Note: This option applies only to local saves of the Runtime file and does not affect Salesforce saves.

App Performance – This section offers two settings that help optimize how the app performs, particularly when working across Microsoft Excel and Google Sheets environments.

• Apply Field format in Design Studio - This setting will help the Designer in case of any field formats applied in Microsoft Excel to be applied in Google sheets by enabling this setting. This setting will also improve the app opening experience in Runtime.

• Remove Data Validation message in Google Sheets - This setting is designed for Google sheets as the Excel will have two types of data validation messages however, Google Sheets will have will merge the two validation messages from Excel and have one message. By enabling this option validation messages will not pop up in Google sheets.

Connection Settings – The "Use Specific API version" option allows the design studio users to select a specific API version supported by their Salesforce Org. By default, Fusion uses the latest API version supported by the Salesforce Org. This flexibility allows users to be on a specific version of the Salesforce API.

This app-specific setting allows users to use different API versions across different Fusion Apps.

Security : This setting will allow the Designer to provide the password and protect their worksheet. Designer can decide if the sheet will be password protect only in Design Studio or in Runtime. If Designer decides to protect the sheet in Runtime mode then, Users can only view the information.

Below is the image when the sheet is not protected.

Worksheets needs to be protected in Design Studio from Maps.

• In Design Studio, select Maps, hover over Display Options, select Security.

• Edit Map which needs to be protected, and check in "Secure worksheet based on field metadata".

• Provide the Password, and if the sheet needs to be protected in

Below image shows when the sheet is protected. Designers can make changes to the password and also change the access level to users by just unchecking or checking the "allow all users of the worksheet to". Below image shows 2 Maps on the worksheet, we have provided password for only one map on the worksheet. Password will be applied to both the Maps but FLS settings will apply only to that Map for which Designer will select.

Messaging and Reporting : Designers through this setting will decide at what time or at which level a message should be displayed on the screen.

Below are the five check-ins for Messaging and Reporting.

• Inform user when Query found no records

• Inform user when Query was not attempted as Dependent Query found no records

• Group CRM messages and display once workflow completes

Announcing the Fusion v20 Release📢

We’re excited to bring three key enhancements in Fusion V20: Improved diagnostic logs to track workflow startup times, a “Executing Macro” status during macro runs, and clear error messages when a connected app is missing. These updates give you better visibility, smoother operations, and more control over your tasks.

Explore what’s new in Fusion v20 and download the latest version here!

Fusion Enhancements ✨

This release introduces important updates for Fusion on Windows, focusing on improving troubleshooting visibility, connection flexibility, and user experience during runtime and configuration.

Notification Task: Silent Mode Option