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Salesforce Pipeline Cleanup & Bulk Updates | Valorx

Cleaning Pipeline

Spot stale opportunities and fix stages, close dates, and amounts in bulk.

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Pipeline cleanup grid in Wave with highlighted stages

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Clean up your Salesforce pipeline

This walkthrough shows a pipeline cleanup grid in Wave that surfaces stale deals, past-due close dates, and missing amounts. You fix them inline or in bulk, so your Salesforce pipeline is accurate before the next forecast call.

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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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