Building a grid

Building a grid

Pick an object, choose your fields, and start editing Salesforce records in a spreadsheet view.

How to build a grid in Salesforce with Wave

This demo shows how to build a Wave grid from scratch: select a Salesforce object, add the fields you need, and save a view your team can edit like a spreadsheet. It is the fastest way to see how Wave turns Salesforce records into an editable grid without code.

More product demos

Account Management

Review your book of accounts and update owners, fields, and next steps in one view.

Forecast Rollup

Roll up opportunity amounts by rep and period, then adjust the forecast right in the grid.

Using Rules

Set up rules that highlight the records that need attention so the grid shows what to fix first.

Mass Territory Re-assignment

Filter accounts by territory and reassign owners in bulk in a few clicks.

Ready to try it in your own org?

Install Wave free and build your first grid in minutes, or book a demo and we will walk through your use case.

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