Product walkthroughs

See it in action

Click through interactive walkthroughs. Each one walks through a real workflow in a few minutes, with no install and no sign up.
Showing 9 of 9 walkthroughs
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Account grid in Wave with bulk actions

Account Management

Review your book of accounts and update owners, fields, and next steps in one view.
Launch walkthrough
Forecast rollup grid in Wave with opportunity amounts

Forecast Rollup

Roll up opportunity amounts by rep and period, then adjust the forecast right in the grid.
Launch walkthrough
Rules panel on a Wave pipeline grid

Using Rules

Set up rules that highlight the records that need attention so the grid shows what to fix first.
Launch walkthrough
Account reassignment grid in Wave with owner and territory columns

Mass Territory Re-assignment

Filter accounts by territory and reassign owners in bulk in a few clicks.
Launch walkthrough
Price book entries by currency in a Wave grid

Pricebook Management

Review and update price book entries across many products in a single grid.
Launch walkthrough
Contact data hygiene grid in Wave

Contact Cleanup

Find contacts with a missing email, phone, or account and fix them inline or in bulk.
Launch walkthrough
Pipeline cleanup grid in Wave with highlighted stages

Cleaning Pipeline

Spot stale opportunities and fix stages, close dates, and amounts in bulk.
Launch walkthrough
SDR lead triage grid in Wave

Lead Management

Review, qualify, and update leads in bulk from one grid without opening a single record.
Launch walkthrough
Contact grid built in Wave with bulk action buttons

Building a grid

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

No results found

Try a different word or clear the filters to see all walkthroughs.

Clear filters