Product Walkthroughs
How to Build an Editable Salesforce Grid | Valorx

Building a grid

Pick an object, choose your fields, and start editing Salesforce records in a spreadsheet view.
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Contact grid built in Wave with bulk action buttons
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How to build a grid in Salesforce with Wave

This walkthrough 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.

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Account grid in Wave with bulk actions

Account Management

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