Salesforce is a powerful CRM that tracks countless data points across the customer journey, and provides a number of tools to nurture and engage with prospects. Excel, with decades of product development behind it, remains a highly versatile, user-friendly data analysis and management tool. Connecting Salesforce to Excel with Valorx Fusion, allows you to work with all of Salesforce’s data in real time with the speed and ease of Excel. Edit in bulk, apply conditional formatting, work offline, and eliminate the need to import and export data for good.

Valorx Fusion creates a 2-way connection between your Excel spreadsheets and Salesforce. This allows you to work with Salesforce data directly in your Excel spreadsheet in real-time. When you save your work, all your Salesforce records are updated to reflect the latest changes.

Valorx is a certified Salesforce ISV partner. Both Wave and Fusion work directly with your Salesforce org — no exports, no imports, no third-party middleware. All updates follow your unique Salesforce validation rules, record types, and permissions.

Yes, Fusion is a managed package available on the AppExchange. It meets all Salesforce partner standards for security and safety. Additionally, Fusion does not access or store your data.