Product Walkthroughs
Clean Up Salesforce Deals Before Your Forecast Review

Forecast Call Prep

Flag the deals that need attention with rules, fix close dates, move deals to Commit, and save in one go.
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Forecast prep grid in Wave with open opportunities, close dates and forecast categories
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Get your deals ready for the forecast call

This walkthrough shows forecast call prep in Wave: open your forecast prep grid of open deals, apply rules to highlight what needs attention, update close dates and move deals to Commit, then save everything back to Salesforce in one go.

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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.
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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.
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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.
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Ready to try it in your own org?

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