What Is Wave AI? Salesforce That Builds the View You Ask For

Quick snapshot: Wave AI is an AI surface for Salesforce by Valorx. You describe the view you need in plain language and get a working grid on live Salesforce data. It understands your data model, objects and personas, so you don't need to know which fields or filters to pick. The grid is also your workspace: edit hundreds of records inline and share the view with your team. Nothing saves without your approval, and Salesforce security (profiles, sharing rules, field-level security) is fully respected. Grids are live today. Dashboards and matrices are planned. Wave AI is in invite-only private beta at no cost, with a guided onboarding session for every team.

Your Salesforce org holds everything your team needs. Getting to it is the slow part.

A manager wants to see stalled deals over $50K. A rep needs every account missing a renewal date. Ops needs this quarter's pipeline by region before Monday's forecast call. Each request turns into the same routine: a ticket for the admin, a list view built field by field, or an export to Excel that goes stale before anyone opens it.

None of that work is hard. It just never stops. And every hour spent assembling a view is an hour not spent acting on what it shows.

We built Wave AI so your team can skip the assembly and go straight to the work.

What is Wave AI?

Wave AI is an AI surface for Salesforce, built by Valorx. It understands your Salesforce data model, objects and personas, so you can describe the view you need in plain language and get a working grid on live Salesforce data. No field-by-field setup, no exports, no waiting on the admin. Wave AI is available now in private beta at no cost.

We call it a surface, not a builder, on purpose. A builder hands you parts and expects you to assemble them. A surface sits on top of your org and meets you where the work already is.

New to Valorx?

Valorx builds tools that make Salesforce work feel as fast as a spreadsheet. Our core product, Valorx Wave, puts a spreadsheet-style grid directly inside Salesforce: you see hundreds of records at once, edit them inline and save straight back to Salesforce, without exports or leaving the platform. Teams at NVIDIA, Qualcomm and Adobe use it today. NVIDIA grew from 2 grids to 70 with zero custom code.

Wave AI is the next layer on top. Instead of setting up each grid yourself, you ask for it. You don't need to be a Valorx Wave customer to join the beta; the Valorx Wave package installs as part of setup.

What changes when you can just ask

The question comes before the configuration

Today, knowing which fields, filters and objects you need is the price of seeing your data. With Wave AI, you start with the question you actually have. Wave AI works out the objects, fields and filters.

The admin stops being the ticket queue

Admins spend hours building views that each serve one person for one week. With Wave AI, the people closest to the work prompt their own grids, and admins get back to the projects only they can do.

The answer is also the workspace

A report shows you what's wrong. A Wave AI grid lets you fix it: edit hundreds of records inline, right where you found them, with every change saved straight to Salesforce.

Before After Wave AI

Before: October deals with no next step set. After: one request to Wave AI, 28 deals updated after approval.

One good grid serves the whole team

Instead of every rep keeping a private workaround, one person prompts the grid once and shares it. Everyone works from the same live view.

Your data never goes stale

No export, no copy, no version emailed around on Friday. The grid is Salesforce, so what you see is current.

Real prompts, real outcomes

Here's what that looks like for the people who live in Salesforce every day.

Sales Ops, Monday morning

The forecast call is at 10. Instead of rebuilding last week's pipeline view, you type: "Show open opportunities closing this quarter over $25K, grouped by stage, with owner, next step and last activity date." You have the grid in seconds. You spot six deals with no activity in 30 days, update their stages inline and walk into the call with a clean pipeline.

Sales manager, one-on-ones. You want to coach, not dig. "Show my team's deals in Negotiation with no next step set." Every gap is on one screen, and your reps can fill them in before the meeting ends.

Customer success, renewal season. "List accounts renewing in the next 90 days with open cases and no renewal opportunity." The at-risk list builds itself, and you work it from the same grid.

Admin, data cleanup. "Find contacts with no email or no account, created in the last six months." You fix the records in bulk, inline, instead of exporting, cleaning and re-importing.

In each case, the prompt is the starting point, not a template. You describe the view in your own words, and Wave AI builds it around your org.

Why Wave AI gets your org right

Generic AI tools can talk about Salesforce. Wave AI works inside yours.

It knows your data model. Wave AI connects to your objects, fields and relationships, including the custom ones your team built. "Renewal opportunity" or "last activity" means what it means in your org, not a guess.

It knows who's asking. Personas shape what a grid should show. A rep, a manager and an admin asking about the same accounts need different views, and Wave AI accounts for that.

It follows your rules. Wave AI runs on the Valorx Wave managed package inside Salesforce and respects your profiles, sharing rules and field-level security. People only see and edit what they already have access to.

It works on live records. Every grid reads from and writes to Salesforce directly. There's no second copy of your data to keep in sync.

You stay in control. The flow is simple: you ask, Wave AI builds, you review and approve, and only then does it save inside Salesforce. Nothing writes to your org without your approval.

Ask from wherever you work

Wave AI isn't one more tab to remember. You reach it from the places your team already works:

• The ask bar in Salesforce: prompt a grid without leaving the record you're on.
• Slack: ask for a view in the channel where the question came up.
• MCP: connect Wave AI to the AI tools your team already uses.
• Connectors and skills: extend what Wave AI can reach and what it can do for your team.

Why join the Wave AI beta now

Wave AI is in private beta, and beta teams get more than early access:

• Guided onboarding. Every team gets a session that takes you from install to your first prompted grid.
• A say in what ships. Your feedback directly shapes what we build next.
• No cost. There's nothing to pay during the beta.
• Limited seats. The beta is invite-only.

Frequently asked questions

What is Wave AI?

Wave AI is an AI surface for Salesforce by Valorx. You describe the view you need in plain language, and Wave AI builds a working grid on your live Salesforce data.

How is Wave AI different from a chatbot for Salesforce?

A chatbot answers questions about your data. Wave AI gives you a grid you can act on: edit records inline, share the view and keep working in it.

Do I need to know Salesforce fields and objects to use it?

No. Wave AI understands your data model, so you describe what you want to see and it works out the objects, fields and filters.

Does Wave AI respect Salesforce security?

Yes. It respects your profiles, sharing rules and field-level security. People only see and edit what they already have access to.

I'm new to Valorx. Can I still join the beta?

Yes. You don't need an existing Valorx Wave setup. The Valorx Wave package installs from AgentExchange in about 15 minutes, and your onboarding session covers the rest.

Does Wave AI work with Agentforce?

Yes. Wave AI works with Agentforce and with your own AI provider.

Does my data leave Salesforce?

No, the data stays inside Salesforce.

Is Wave AI free?

There's no cost during the private beta.

How do I get access?

Wave AI is invite-only during the beta. Request an invite, and we'll set your team up with a guided onboarding session.