Case Study: Hallmark achieves a million-record ordering experience and clean Salesforce Lightning migration with Valorx Fusion

Hallmark scales to 1M records with Valorx Fusion

Hallmark, a major greeting card and gift product manufacturer, faced a significant challenge with its Salesforce implementation. Its reseller partners could only view 50 product line items at a time, forcing them to export data to disconnected Excel spreadsheets for large orders. This created a bottleneck of manual re-entry, version conflicts, and a poor partner experience. Simultaneously, Hallmark was undertaking a complex migration from Salesforce Classic to Lightning.

Valorx implemented its Fusion product to connect Excel directly to Salesforce, giving partners access to up to a million records in a single, live spreadsheet view without any custom code. This allowed partners to manage orders and apply formulas at scale while staying entirely within the governed Salesforce environment. The solution also facilitated a seamless Classic-to-Lightning migration with zero data quality issues. As a result, partners went from navigating 40+ pages to manage an order to having a complete view in one screen, dramatically improving efficiency and the partner experience.

Hallmark