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.

• 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.

• 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.

• If the Form map has some offline data, then it wouldn't be considered for save. User needs to run the workflow again to save data.

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: GSuite Marketplace

Installing Valorx Fusion for Google Sheets

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

• Open a blank Google Sheet

• Select Add-ons, and click on Get add-ons.

Search for Valorx for Salesforce, and click on Valorx Fusion.

• Click on Install.

• Follow the installation process, and provide the required Credentials to get started with Valorx Fusion.

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.

Below is a summary of the core properties and functionalities of the CPQ APIs:

1. Read Quote API

Description: Retrieves detailed information about a specific quote, including its associated Quote Lines and related data.

Use Case:

• Fetching the current state of a quote for review or updates.

Inputs:

• Quote Form Map

Outputs:

• Quote Model with Quote Lines

Description: Performs pricing calculations for a quote, applying rules such as discounts, taxes, and promotions.

Use Case:

• Ensuring accurate pricing before finalizing a quote.

Inputs:

• Quote Form Map

• Quote Line Grid Map

Outputs:

• Updated Quote Model with calculated prices

Description: Checks the quote for errors or discrepancies, ensuring it meets predefined business rules.

Use Case:

• Verifying quote accuracy before submission or approval.

Inputs:

• Quote Model

Outputs:

• Validation Results (Pass/Fail)

• List of Errors (if any)

Description: Saves changes made to the quote and updates the Quote Model in Salesforce.

Use Case:

• Persisting updates to a quote after modifications.

Inputs:

• Updated Quote Model

Outputs:

• Confirmation of successful save

Description: Retrieves product information from the Salesforce Product Catalog.

Use Case:

• Fetching product details for inclusion in a quote.

Inputs:

• Product ID or Filter Criteria

Outputs:

• Product Details

Description: Adds a product to a specific quote, updating the Quote Line Model.

Use Case:

• Including additional products in an existing quote.

Inputs:

• Quote ID

• Product ID

• Quantity

Outputs:

• Updated Quote Model with the new product

• These APIs are designed to integrate seamlessly with Salesforce CPQ functionality.

• Proper authentication and API permissions are required for access.

• Responses are returned in standard Salesforce data formats (e.g., JSON or XML).

By leveraging these APIs, users can automate and streamline their quote and product management processes, improving efficiency and accuracy.

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).

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.

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.

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.

Valorx Fusion Settings let users configure how Fusion behaves on their machine, separate from the app-level settings within Salesforce. The Settings screen is organized into four sections: Information, Settings, Logs, and Runtime Cache, each covering a different aspect of the Fusion experience.

To open Valorx Fusion Settings, click the Settings button on the Valorx Fusion Ribbon.

The Information tab displays your current application version alongside your user and organization details, pulled directly from your connected CRM account.

• Version – the currently installed version of Valorx Fusion (e.g., V21.43)

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.

Refer to know more information on the instructions button.

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.

The Logs tab provides visibility into user and system activity across both Runtime and Design Studio, helping users identify the cause of any failed action. To view logs, go to Settings > Logs under Fusion.

Logs are organized into five categories, selectable via the Active Log tabs at the top of the screen:

• Studio Logs

• Runtime Logs

• Audit Logs

• Diagnostics Logs

• Valorx Home Logs

Displays logs related to Design Studio activity, including any failed configurations encountered while designing an app.

Displays logs related to Runtime activity, including details on any actions that failed while an app was running.

Displays the Save Summary for apps in Runtime mode, showing whether each save was Skipped, Successful, or Failed.

Provides a structured, interactive view for analyzing and debugging app workflows. Designers can:

• Filter logs by Org, App Name, or Workflow Step, and by a date-time range

• View logs in a table with columns for No., Org Name, App Name, Workflow, No. of Steps, Start Time, and Elapsed Time

• Sort any column

Diagnostic Logs are only visible to Fusion App designers; Runtime and front-end users do not have access to this tab.

Displays logs related to the Home screen and its background services, including the reason for any failed action, and detailed logging for the Auto Update process (covering each step and outcome of automatic update operations).

Note: Valorx Home Logs previously included a separate "Service Logs" section; the two have since been merged into a single log view.

Regardless of which log type is active, users can:

• Clear Logs – delete all entries in the current log view

• Open File – open the log file in Notepad for viewing outside Fusion

• Copy – copy an individual log entry to the clipboard using the copy icon next to that entry

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.

Introduction

Getting Started

Pop-up Blockers

Expected Behaviors

Runtime

This release focuses on improving reliability during everyday use of Fusion. We've addressed an issue related to session handling after periods of inactivity, helping ensure a smoother, more consistent experience whether you're working in Runtime or Design Studio.

Explore what’s new in Fusion v21.40 and download the latest version here!

New Improvements ✨

Improved Session Recovery After Extended Inactivity

Previously, if the application remained inactive for approximately one hour, the Salesforce session would expire, and returning to the application could result in a runtime error stating that the session had expired and could not reconnect automatically. This could occur in both Runtime and Design Studio.

This has now been resolved, so you can return to Fusion after a period of inactivity without interruption.

If you have any questions or feedback, please visit our Valorx Support page. We are fully committed to enhancing and complimenting your CRM experience and look forward to hearing from you!

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.

On clicking Express Mode, user will get following screen where they can search objects from the search bar which can be included in the app.

The moment user selects the Object it gets added to the Objects list, and it immediately opens up the Field selection window for the added Objects.

User can quickly search and select fields to be included for the selected object and at this point user can simply hit the Preview button, and Express Mode will create all required building blocks of an app and it will also run the preview of an app.

Lets take a look at an Express Mode app with multiple objects. After selecting first object and fields instead of Preview we can add more objects by searching from search bar or to get related object based on object relationships. Click(Relationships) to open Relationship Explorer of an object.

Now we can search and explore relationships and once we click related object gets added with required fields and relevant filters to establish the relationship. To add more related objects we can either search in the existing relationships or we can to add related object and further explore newly added object's relationships to Nth level. You may recall that in Express Mode a user only needs to know selection of required objects and fields only and the rest of the components will be created by Express Mode.

In the above screenshot we can see two objects are selected and on the right hand side its basic workflow is also created. In the selected object cards we can see some details like where exactly the data will be rendered and whether the data is filtered or not by number of filters created. We can configure object's fields, Query and Map by expanding the card to fine tune our app.

On selecting already added object's card it gets expanded to give more detailed options to fine tune basic building blocks. Here in above snapshot Query Mode is updated to User Selection and Map's location and its Layout type is updated from Grid to Form as we want a single record to be displayed. For the second object we have updated Map's location and its Layout type is Grid only to show multiple records related to first object. And here we go for Preview to get following output.

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.

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.

2. Field Type: Fields List or Spacer (blank) Field.

3. Start Location where the field has to be added.

4. Map Field Type: Display Only or Display And Save

5. Value type: Static, Cell Reference and Named Range

6. Add Value: Input field values

Once the Add Field Task has been created, you can create a workflow and use it to add field(s) in the runtime mode.

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

This release focuses on security improvements and connection health visibility. Users on Legacy Connected App connections will now receive clear in-app prompts to guide them through upgrading to the Valorx Fusion v2 Connected App, helping ensure all connections meet current security standards. This release also includes bug fixes for state/province display accuracy and Map list refresh behavior.

Explore what’s new in Fusion v21.30 and download the latest version !

Connections using the Legacy Connected App now display an inline warning indicator to signal that action is required. When opening such a connection, users are prompted with an Update Required dialog, encouraging them to upgrade to the Valorx Fusion v2 Connected App for improved security.

Upgrade to Fusion v2 to remove the Security Warnings

We've addressed several issues in this update to improve your experience. Here are the details of the bug fixes included:

This release brings some exciting updates to Fusion. Dynamic API opens the door to connecting Fusion with virtually any external system, bringing more of your data into one place than ever before. Alongside that, we've made two improvements that make building and running workflows even smoother: workflows now avoid running into trouble when a query comes back empty, and ribbon groups have twice the room to keep related actions together.

Explore what’s new in Fusion v22.10 and download the latest version !

Fusion can now connect directly to outside systems, like an ERP, a financial platform, or a logistics tool, and bring that data straight into Excel alongside your Salesforce data. No coding needed.

• An admin sets up the connection once, choosing where the data comes from and where it should land in your grid.

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.

• Click on New Workflow and create the workflow.

We have noticed that, users facing issues while opening an app due to pop-up blocked from the browser both MS Edge and Google Chrome. Below are the steps to follow when users are stuck with the pop-ups.

• On MS Edge Browser go to Settings.

• Click Cookies and Site Permissions from the "Settings" bar on the left hand side.

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 .

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

Valorx Fusion V22.exe /exenoui /qn

Below is the list of prerequisite software required by the Valorx Fusion client. In case of MSI-based mass rollout, customers should ensure that this prerequisite software are installed.

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.

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.

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.

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.

To get started with creating a Refresh Ribbon 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 Refresh Ribbon Task.

A Refresh Ribbon task bar will open where Designers can find all the runtime buttons of Valorx Fusion. Designers will have an option either to Hide or Show the buttons over the Valorx Fusion Ribbon. Designers can decide whether they want the button to be displayed in a group or individual button display.

Designers also have an option called Rule based apart from than hide or show. Once ,we select Rule then we can see Define Rule where, Designers can Add the rules of their choice depending on the complexity of the app.

Click Define Rules which opens "Rules of : Refresh Ribbon Task". Select Add Rule then, we can find different attributes to add the rules. Designers can even have an option which is called "Add Rule Logic".

Rule Type: Rule type is nothing but, on which basis Designer want to define the rule. In this, we have few options like Excel Reference, Name Range Reference, Launch Mode, Save Results and Field Values.

Data Intake Object: This will indicate on which basis the data will take the input. It is based on the rule type and this will contain all the objects on the map.

Field Name: This will contain all the field names on the map.

Operator: Operator will contains drop-down through which will define the results based on the data intake.

Value Type: This field will contain the value from which the results needs to be defined like Excel Reference, Constant Value, Name Range Reference.

Value: Designer will provide a value in this field and this field is linked to operator. In case Designer provides Equals in Operator and provide Value as 5 hence, the results will be displayed which are equal to 5.

Workflow and UX: Designers will define the buttons in Workflow. On this Workflow Designers will find Default Visibility by enabling this option we can see the buttons on the Valorx Ribbons. In case this is disabled we cannot find the buttons on the Ribbon.

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.

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.

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 Add/Delete task to put it under the workflow. Refer Add/Delete 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.

Valorx brings your CRM into spreadsheet such as Microsoft Excel and Google Sheet. Valorx provides two way connectivity between CRM and Excel.

Valorx supports Mac and Google Sheets. Users who interact with Salesforce data on daily basis can try Valorx ultimate sheet connector - a mix of speed, amazing UI and bulk data processing.

Valorx will make this happen by providing a natural sheets experience for both simple and complex computation needs while maintaining the security, needs and controls established within Salesforce.

User can install the latest Valorx Fusion Versions on Mac and Google Sheets.

Visit the below to know more about these supported platforms.

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.

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 . 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.

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

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.

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.

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.

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.

These improvements help deliver a smoother and more dependable experience when configuring and managing State Management in Fusion.

As always, we'd love to hear your feedback. If you have questions or run into anything unexpected, reach out to our support team or visit the Valorx documentation at docs.valorx.com.

Thank you for being part of the Fusion community. Happy building!

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

• Installation Instructions to help you get started quickly

To ensure the best experience with Valorx Fusion, please review the supported environments below:

🖥️ Supported Windows Client Versions

Valorx Fusion’s Excel add-in is built on widely supported Microsoft technologies and runs smoothly on the following Windows Client versions:

*Although technically supported on Windows 7, we strongly recommend upgrading to Windows 10 or later for optimal security and performance.

📊 Supported Microsoft Excel Versions

The add-in works with the most widely used versions of Microsoft Excel:

📌 Our Recommendation

For optimal performance and the most reliable experience, we recommend:

• Using Microsoft Excel 2016 or later

• Running on Windows 10 or Windows 11

To get Valorx Fusion running on your computer, please follow the below steps.

• Click to download the latest Valorx Fusion.

• Once the installation page pops up, check in the Terms and Conditions and click on INSTALL.

• Once the installation is complete user need to click on Finish.

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

• Select Valorx Fusion and click on Start.

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.

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.

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.

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 Runtime or Design + Runtime.

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.

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

• Include success CRM messages in the CRM Audit Log

We are pleased to announce the release of Fusion v21.20. This update focuses on improving the connection management experience with greater flexibility and transparency, enhancing system observability through more detailed logging, and delivering meaningful performance gains for large-scale data operations.

Explore what’s new in Fusion v21.20 and download the latest version here!

New Features & Improvements ✨

Connected App Selection & Error Handling

To help users avoid login issues caused by missing or misconfigured Connected Apps on Salesforce, we have introduced the following improvements to the connection management experience.

Connected App Selection

• A new Connected App to Call dropdown is now available in the connection dialog.

• When editing an existing connection, users can modify the Connection Name and the Connected App to Call.

• The Login Mode (e.g., Sandbox, Production, Community) is locked and cannot be changed in Edit Mode.

• Changing the Connected App Type on an existing connection requires you to log in again.

• Selecting Yes keeps the new selection and triggers the re-authentication flow upon saving.

• Selecting No reverts the dropdown back to the previous value immediately.

• This confirmation dialog is not shown when creating a brand new connection.

• Connection failures during add or edit operations now display a descriptive validation error dialog instead of failing silently.

• The error dialog clearly explains the reason for the failure (e.g., "Valorx Fusion Managed Package is not installed" or "Missing object permissions").

• If the connection attempt is manually cancelled by the user, no error dialog is shown.

The Auto Update process now provides detailed logging in the Valorx Home Logs panel, giving users better visibility into the steps and outcomes of automatic update operations.

The Clear Task operation has been optimized to significantly reduce execution time when clearing record IDs based on specific conditions. This improvement is particularly impactful when handling large volumes of records, resulting in better overall performance and reduced processing overhead.

Thank you for using Fusion. We remain committed to simplifying your workflows while giving you greater control over your configurations. For any questions, please contact our support team at support@valorx.com

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.

Users have to first download the . 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

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.

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.

Location

Workflow and UX screen is the place where an app designer can craft user experience of runtime of an app. This screen has two sections which are explained as follows.

This section provides the ability to visualize the ribbon when the app is opened in Runtime.

On selecting any ribbon button it also highlights related workflow from the below workflow list. User can change the icon and the size of the button. There is one button property called Default Visibility which indicates whether the button is visible at runtime or not. Hidden buttons can be made visible with Refresh Ribbon Task. Last button property is Run at App Launch which indicates the workflow associated is configured to run immediately on launching app in runtime.

App designer can also control visibility of buttons appearing in Toolbox section of ribbon at runtime. Ribbon UX component is also collapsible so if you just want to focus on Workflow List only it can be collapsed.

This section provides list of existing workflows and ability to create, edit, clone and delete workflows.

Toolbox is one of the most important aspect of Workflow. Designers can make decision of how to display the way an app looks by using the toolbox options. Designers can define the Design mode configurations using the workflow toolbox. However, the runtime toolbox will define the Runtime mode configurations and these are two different toolbox variations.

Toolbox contains all Tasks grouped by type of Task. In addition workflow also provides bunch of Common Tasks too which includes Display and Save which uses Maps to display data and save data. Toolbox contains all the tasks which becomes a Step of workflow on dragging and dropping the same on designer canvas. You can create new task from workflow designer itself by clickingicon beside every task type. Apart from regular tasks workflow has its own set of tasks named "Common Tasks".

Toolbox has different sections like Common Tasks, Query, API, Macro, Dataset, Refresh Ribbon, Clear, Launch CRM, Refresh Map.

Open an Excel and open an app in Design Studio from connections list, and click Workflow and UX.

Select New Workflow from the below Workflow and UX window and provide the name of the workflow under Workflow Name

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.

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

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

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.

Data Modeling plays a vital role in the initial phase of designing and developing our Valorx Fusion App in the Design Studio for Windows. It serves as the fundamental building block for the app, providing us with the capability to search for and integrate a wide range of objects and fields based on the specific requirements of our apps.

By engaging in Data Modeling, we can effectively define the structure and organization of our app's data. This process allows us to identify and select the necessary objects and fields that will form the backbone of our application's functionality.

Through Data Modeling, we gain the ability to search for and incorporate various objects that are relevant to our app's purpose. These objects may include customer data, product information, transaction records, or any other entities that are essential for the functioning of our app.

Furthermore, Data Modeling empowers us to define and configure the specific fields associated with these objects. This enables us to capture and store the required data accurately, ensuring that our app operates smoothly and efficiently.

Before starting with Data Modeling, users must ensure that they have access to the below.

• Install Valorx Fusion on your machine

• Access to Design Studio

• Establish a

• New App

• and from there, select the Data Modeling option.

To begin incorporating objects into the app, make use of the Search Objects bar. By clicking on it, you can search for the specific objects that you require.

Search Bar

Click on Search Objects bar to search for the objects which you need for the App.

Clicking on the "Fields" option will open up the object fields in Salesforce and present a comprehensive list of all the available fields. Designers have the flexibility to select fields according to their preferences, in addition to the mandatory fields. By utilizing the "Search Fields" feature, designers can conveniently search for specific fields. Moreover, they can enable or disable the required fields by simply toggling the toggler.

Once you have identified the desired object, select it and proceed by clicking on the "Save and Close" button. This action saves your chosen object and includes it in the Data Modeling.

Object Summary: The Object Summary provides users a comprehensive view of how objects are utilized within the app. It provides a clear overview of key aspects such as Fields, Queries, and Maps associated with each object. Additionally, users can easily explore the relationships of an object by clicking on the link icon. This functionality enables users to quickly navigate and understand the connections and dependencies between various objects in the app.

FIELDS: The field mentioned will display the count of fields that are included in the app. To add more fields, click on the "FIELDS" option. This action will open a pop-up window where you can select the desired fields and add them to the respective objects.

QUERY: The specified field provides information about the total number of query tasks that have been created for the corresponding object. By referring to this field, users can quickly determine the count of query tasks associated with the object or they can create the Query task by clicking on New.

MAPS: This field will show the information about the total count of maps associated with the object, enabling users to assess the extent of mapping activities performed. Additionally, users can create a new map by clicking on the "New" button associated with the field.

• The Data Modeling feature automatically generates queries and maps for selected objects in parallel, which are then used to create a basic workflow. The Object summary section at the bottom displays the details of the map created for the object.

• In addition to creating maps, Data Modeling also generates queries for selected objects, taking into account the context of other objects and fields that have been added. It provides recommendations to add objects/fields and update the relevant query to filter the data accordingly. These recommendations are indicated by a bell icon.

• Clicking on the link icon opens a Relationship Explorer, which allows the user to search for related objects and add them with their relevant fields to establish relationships. It also updates the query filters based on the established relationships. This component provides a detailed exploration of relationships between objects and facilitates their inclusion in the workflow.

Object Details is expanded when an Object is selected from Summary list. It gives more details of the Object and ability to modify the Queries and Maps of that Object.

1. FIELDS section shows total number of fields included and total number of available fields for the Object. Click on Manage Fields to add or remove the fields.

   • Note: The Select All button is disabled when the field list contains more than 40 fields. This limitation is in place to maintain optimal performance and ensure a smooth experience when working with large objects.

     To enable the Select All button, reduce the visible field count to 40 or less. You can do this by:

In addition, the Data Modeling process automatically generates a default workflow on the right side. This workflow plays a crucial role in organizing and visually representing the different components of the app. Users have the option to either edit the default workflow or create a new workflow by deleting it and starting afresh.

This section displays the Default Workflow created using Data Modeling screen. The sequence shows the Query sequence and Display sequence. It also provides ability to remove Object out of Default workflow and to skip creation of Map for any Object. By default, it creates Display and Save workflows but can be turned off anytime.

Below warning message will display when you close the Data Modelling and when there is a default workflow is created. Click Yes in case you do not want the workflow to be saved.

Relationship Explorer

Relationship button is accessible from both the Object Summary and Object Details sections to explore relationships associated with the selected object. This button allows users to navigate and examine the parent/child relationships of the object. This Relationship Explorer will show the object's immediate parent and child objects, as well as their respective parent and child objects, and so on, depending on the specified depth or level of exploration.

It allows user to explore Parent/Child relationship to Nth level and it also creates relationship. Furthermore, when relationships are included and explored, the feature creates a relationship-based filter in the Query task. A Query task is a predefined or user-defined search or query that retrieves specific data or objects based on certain criteria. By including the relationship-based filter, the system will automatically modify or add filters to the default workflow's Query task. This modification ensures that the query includes the necessary conditions to retrieve objects associated with the explored relationships.

In the Data Modeling screen, there is a feature that allows users to edit the Form Map. This feature enables users to map fields without needing to interact directly with an Excel sheet. Select the layout which suits the requirement. Here are the key components of this feature:

1. Available Field list for mapping: This refers to a list of fields or data elements that are available for mapping. These fields could represent various attributes, variables, or data points that need to be associated with specific columns or rows in the Excel sheet or form. Users can do this by clicking on Fields.

2. Number of columns and rows as per Layout: The layout refers to the structure or arrangement of the Excel sheet or form. It determines the number of columns and rows present. This information is relevant because it helps users understand the structure of the sheet or form they are working with. Click Add Columns to add them to the Map.

3. Relevant option to add either Column/Row: Depending on the layout of the Excel sheet or form, users are presented with a relevant option to add either a column or a row. This option allows users to expand the structure of the sheet or form by adding additional columns or rows as needed for mapping purposes. This flexibility ensures that users can accurately map the available fields to the appropriate locations in the sheet or form.

What’s New in Fusion v21.10 ✨

Fusion v21.10 introduces enhancements to improve Salesforce integration, simplify lookup filter management, and provide better control over workflow messaging. This release adds support for Salesforce managed lookup filters, per task Save Summary visibility control, and a more secure PKCE based Salesforce login flow.

Together, these updates help reduce manual configuration, improve security, and deliver a more reliable user experience.

New Connected App Support for Authentication

Starting with Fusion Core Client v21.10, Fusion has migrated to a new, more secure Salesforce authentication flow. A new Connected “Valorx Fusion v2” has been created using Salesforce’s modern PKCE (PIXY) login flow and is now bundled directly inside the Fusion Managed Package v2.2. This replaces the older authentication setup that Salesforce has marked as insecure and is actively phasing out.

For most users, this change is seamless. The login experience remains the same, with one small difference on first login after the upgrade.

Technical Highlights

• New secure Connected App. “Valorx Fusion v2” has been created using the PKCE (PIXY) login login flow, which is Salesforce’s recommended login flow for connected apps.

• Bundled in Managed Package v2.2. The new Connected App is included directly in the Fusion Managed Package v2.2, removing the need for separate manual installation.

• Updated login flow in Fusion Core Client. The Fusion Core Client has been updated to route authentication through the new Connected App instead of the legacy one.

• One-time authorization prompt on first login. After upgrading, users will see a single Salesforce authorization screen asking them to grant access to the new Connected App. This only happens once subsequent logins will proceed as normal.

Fusion now introduces a Use Lookup Filter from Salesforce option in the Configure Lookup dialog. When enabled, Fusion fetches the active lookup filter directly from Salesforce and applies it as the field’s filter conditions—removing the need to manually recreate them.

This is an opt-in setting for each lookup field. Once enabled, the filter is managed by Salesforce. You can also use the Sync option to refresh the latest filter at any time. In addition, running full-map validation will automatically re-sync all Salesforce-managed lookup fields across the app.

Example: Customer: Full Name starts with “J”

• New “Use Lookup Filter from Salesforce” checkbox. Added to the Configure Lookup options dialog. When enabled, Fusion fetches the active Salesforce lookup filter for that field and stores its conditions as the field’s filter criteria.

• Opt-in per lookup field with clear sync feedback The feature is disabled by default and can be enabled individually for each lookup field. If existing custom filters are present, a confirmation prompt appears before they are replaced. Sync actions display snackbar messages with success or failure details, including the number of conditions imported or a description of the issue encountered.

• Sync button for on-demand refresh. When the checkbox is enabled, a Sync button appears in the dialog. Clicking it re-fetches the latest filter from Salesforce immediately, with no confirmation required.

This keeps your lookup filters aligned with Salesforce automatically, reduces manual work, and helps avoid configuration errors.

Fusion now allows you to control Save Summary messages at the individual Save task level. With the new Disable Save Summary option, you can choose whether a specific Save task appears in the final summary shown to end users.

• Per-task setting The Disable Save Summary option is available under Save Options for each Save task.

• Default behavior unchanged By default, all Save tasks continue to appear in the Save Summary unless this option is enabled.

• No impact on execution Save tasks still run as usual. This setting only controls whether the result is shown in the summary.

This helps keep Save Summaries clean and easy to understand by showing only the most relevant messages, while giving you better control over what users see.

Thank you for using Fusion. We remain committed to simplifying your workflows while giving you greater control over your configurations. For any questions, please contact our support team at support@valorx.com

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.

5. Configure the When (condition) and Then (action) as needed.

6. Click Save to apply the rule.

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.

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 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.

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.

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

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.

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.

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.

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.

📌 More utility tasks will be introduced in future updates to further expand the design possibilities.

The Wait Task is designed to introduce controlled pauses during workflow execution, particularly for scenarios that require temporary halts before continuing with the next action.

1. Navigate to the Utility Tasks dropdown.

2. Select Wait Task from the list.

3. Drag and drop the Wait Task onto the Designer Canvas to add it to your workflow.

1. Wait Type

Users can configure the type of wait depending on their workflow requirements. Three options are available:

• Static:

  • Uses a fixed wait time specified in the Wait Time field.

  • Default value: 5 seconds.

  • Range: 0.0 to 60 seconds.

Notes: If the value entered exceeds 60 seconds, it will automatically be adjusted to the maximum limit of 60 seconds. For the Static option, users will receive an error message prompting them to revise the value if it exceeds this limit.

2. Loading Message

• This field allows users to customize a message that displays during the wait period.

• The loading message provides feedback to users, indicating that the task is executing.

With the Wait Task, users can now introduce necessary pauses in their workflows, allowing for more efficient and controlled task execution.

The Connected Workflow feature is designed to help Fusion App Designers simplify complex workflows by reusing common task sequences across multiple workflows. It promotes efficiency, consistency, and easier maintenance by modularizing frequently used steps.

To add a Connected Workflow to your process:

1. Go to the Utility Tasks dropdown in the Designer.

2. Select Connected Workflow.

3. Drag and drop it onto the Designer Canvas where you want it to run.

4. In the Workflow field, select the workflow you’ve already created that you want to call from this step.

• Step Name: Defaults to Connected Workflow. You can rename it to reflect its purpose in the main workflow.

• Workflow: Choose the existing workflow you want to call from this step.

• Loop Threshold Value: Set to 10 by default. Defines the maximum number of iterations allowed during looping scenarios.

• Quote WF Connector contains common standard task like Quote Line of Quote, Price Book of Quote and Price Book Entry of Price Book.
• Instead of rebuilding these steps in every workflow, you can call Quote WF Connector from workflows like Workflow : Opportunity LFS.

• The result? Cleaner, more manageable workflows.

Connected Workflows are a great way to reduce duplication, keep workflows clean, and encourage reusability across your Fusion Apps. This feature ensures robust workflow control with fewer steps.

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.

We're excited to share what's new in Valorx Fusion v20.2! This release introduces two major additions; the all new State Management task and Preserve Custom Excel Data Validation designed to make your Fusion apps smarter, more dynamic, and more predictable than ever before.

Read on to discover what's new and how these updates can help you work smarter.

New Feature ➕

State Management — Ribbon, Sheet & Map Rules

State Management is a new task that lets designers control the visibility and behavior of their app dynamically — based on conditions they define. Access it from the task panel, and a pop-up will open with three sections to configure:

• Ribbon Rules - Ribbon Rules Control which buttons and button groups are shown or hidden in the ribbon (This replace the Refresh Ribbon Task).

• Sheet Rules - Sheet Rules control which sheets are visible to users at runtime.

• Maps Rules - Conditional Locking Map Rules give your grid or form map a new level of control with Conditional Locking. Designers can define rules that automatically lock or unlock cells, rows, or columns based on data and it all updates dynamically at runtime.

Find out more about State Management Task .

Your custom Excel data validation set in Design Studio is now fully respected at runtime! Fusion will always prioritise the validation you've carefully configured, giving you complete confidence that your rules are being applied exactly as intended.

Here's how it works:

• If you've set up custom Excel data validation on a field in Design Studio, that validation takes priority at runtime just as you designed it.

• If no custom validation has been defined, Salesforce's field-level validation steps in as a smart fallback, so nothing is ever left unchecked.

This means designers are fully in control of how data is validated, without Salesforce silently overriding their work.

Fusion v20.2 is all about putting more control in the hands of designers. Whether it's ensuring your custom validation rules are respected at runtime or dynamically managing the visibility and locking behavior of your app — this release delivers the tools you need to build with confidence.

As always, we'd love to hear your feedback. If you have questions or run into anything unexpected, reach out to our support team or visit the Valorx documentation at docs.valorx.com.

Thank you for being part of the Fusion community. Happy building!

Refresh Map as the name suggests it will refreshes the map as per the requirement of the Designer and according to the instructions provided.

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 Refresh Map Task.

Refresh Map Task window will open which will contain the Name, Map, Object Name of Map, Options and Search.

• Select the Map which needs to be refreshed in Runtime according to which the Name and Object Name on Map will change.

• Select the option either Refresh entire map or Clear Transaction Status.

• Check in the confirmation "Ask for confirmation before removing unsaved records".

• Click Save.

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.

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

• Select File from the ribbon and click on Options.

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.

1. Click Task and select New Clear Task.

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

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.

Run at App Launch this enables the app to launch when users launch an app. Users can launch an app through App Lunch. Users can open the Workflow settings and select the option to Run at App Launch.

• Open the Workflow and on the right hand side of the Workflow users will find the Workflow Settings.

• Click on the name of the Workflow and users will find two options like Run at App Launch or Launch From CRM.

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.

Launch from Salesforce (LFS) denotes a functionality enabling users to directly initiate or access specific apps from Salesforce. This feature offers a streamlined process for seamlessly transferring data from the Salesforce CRM platform to our Valorx Fusion apps, eliminating the need for additional logins.

Designers can launch an app directly from Salesforce and export CRM data to Excel, by selecting the "Launch from CRM" option in Workflow and UX. To initiate the launch, users should access Salesforce, navigate to the desired location, and click on the Custom Button / Quick Action created within Salesforce.

• Start an App and open the Workflow and UX from Valorx Fusion Ribbon and locate Workflow Settings on the right-hand side.

• Click on the name of the Workflow to access its settings.

• Select the "Launch from CRM" option by checking the corresponding box.

Click on Launch from CRM instructions and a popup window “Launch from CRM instructions” page will open which guides the users on how to configure a workflow to launch it from CRM. This page will have clear instructions with examples on how to create Detail Page Buttons and also shows how to add the buttons to the page layout.

Select the object from the "Select Objects to open its Page Layouts" dropdown.

Upon clicking "Open layouts", the Designer will be redirected to Salesforce, where they can access the page layout for the selected object.

To create a Detail Page Button before adding it to the Page Layout, please follow the instructions below:

1. Log into Salesforce using your login credentials.

2. Navigate to Object Manager and select the relevant object from Label.

1. On the left-hand side, click on "Button, Links, and Actions".

2. Choose "New Button or Link" on the right-hand side.

1. Provide a descriptive Label that explains the button and the Name will display when we do a tab.

2. Fill in the details for Display Type, Behavior, Display Type, and Content Source in the respective fields as mentioned in the Launch from CRM instructions page.

3. Select the object from the "Select Field Type" dropdown.

Here are two example images illustrating the URL with and without inbound integrations.

1. Click Check Syntax to verify any syntax errors.

2. Click on Save.

1. A message will appear, prompting us to add the new button to page layouts. Now, click Ok.

1. To return to the Page Layout, you can either select "Open layouts" from the Launch from CRM instructions page or choose "Page Layout" in Salesforce.

1. Below mentioned are the two sections where Designer should add the newly created Detail Page Buttons.

   1. For Salesforce Lightning UI, add the button to "Salesforce Mobile and Lightning Experience Actions" by selecting "Mobile & Lightning Actions" from Fields.

   2. For Salesforce Classic UI, add the button to "Custom Button" by selecting " Buttons" from Fields.

Once, the Designer has completed the creation of the Detail Page Button and its addition to the Page Layout. Now, it is time to run the app by clicking on the created button for Windows.

1. Navigate to the Sales section and either select the Object from the header or search for it. Then, click on the record to open it.

1. On the right-hand side, choose the Detail Page Button from the dropdown menu.

1. Confirm the popup to open up in a new window and click Open Valorx Home.

1. Before opening the app it will perform the steps of launch and set up in Valorx Fusion, then the Runtime app will open.

Once, the Designer has finished creating the Detail Page Button and adding it to the Page Layout, it is now time to run the app on Mac. Follow the steps below to run the app on the Mac platform.

1. Navigate to the Sales section and either select the Object from the header or search for it. Then, click on the record to open it.

1. On the right-hand side, choose the Detail Page Button from the dropdown menu.

1. When the message "Open this page?" pops up, click on the Open button. This message displays when users have chosen the behavior to "Display in a new window".

1. When the message below appears, click on Allow to grant permission for downloading the file.

1. To launch the Runtime Valorx App on Mac, navigate to your downloads folder and open the downloaded file.

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

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

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

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

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

Valorx Fusion v22 introduces in-app announcements, significantly faster log file loading, and more consistent update controls for admin-managed environments.

Explore the highlights and bug fixes included in this release below.

This page includes updates for Fusion Mac v49.2, and v49.3.

Explore what’s new in Fusion v22 and download the latest version !

Fusion now shows helpful announcements directly inside the product, so you're informed about important changes, new features, and release updates without having to look elsewhere.

• You may occasionally see announcements when you open Excel.

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.