Product Walkthroughs

Salesforce Price Book Management & Bulk Updates | Valorx

Pricebook Management

Review and update price book entries across many products in a single grid.

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Price book entries by currency in a Wave grid

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Update Salesforce price books in bulk

This walkthrough shows price book management in Wave: view price book entries for many products side by side and update list prices in bulk. It is a faster way to handle Salesforce price changes than editing one product at a time.

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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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