Product Demos
Using Rules

Using Rules

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

Use rules in a Wave grid

This demo shows how to add rules to a Wave grid so records that need attention stand out as soon as the grid loads. Rules help your team spot issues in Salesforce data at a glance and act on them right away.
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Account Management

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

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

Set up rules that highlight the records that need attention so the grid shows what to fix first.
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Mass Territory Re-assignment

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