Product Walkthroughs
View and Edit Full Salesforce Records from Your Grid

Using 360 Snap

Open a record from your grid in 360 Snap and edit its details and related lists in one view.
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360 Snap in Wave showing an account with its related assets
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Details and related lists in one panel

This walkthrough shows 360 Snap in Wave: from an opportunity grid, choose View in 360 Snap on the related account. A panel opens with the account details and its related lists, such as sales agreements, assets and cases, all in one view and editable inline, without leaving the grid.

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360 Snap in Wave showing an account with its related assets

Using 360 Snap

Open a record from your grid in 360 Snap and edit its details and related lists in one view.
Launch walkthrough
Forecast prep grid in Wave with open opportunities, close dates and forecast categories

Forecast Call Prep

Flag the deals that need attention with rules, fix close dates, move deals to Commit, and save in one go.
Launch walkthrough
Lightning App Builder with the Valorx Grid component on an App Page

Publishing an App

Put a grid you have built on a Salesforce Lightning App Page so your team opens live, editable data from the app launcher.
Launch walkthrough
Account Realignment sheet in Excel with current and new owner columns

Account Realignment

Select accounts by owner, assign a new owner in Excel, and choose which related records move with them.
Launch walkthrough

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