Product Walkthroughs
Filter and Sort Salesforce Records in a Wave Grid

Sorting and Filtering Data

Filter records by owner, lead source and close date, then sort the results, right inside Salesforce.
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Lead Source column filter open in a Valorx Wave grid
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Filter and sort Salesforce data in a grid

This walkthrough shows filtering in a Wave grid inside Salesforce. Add Owner as an extra filter, narrow the records by Lead Source and Close Date from the column headers, then sort by Close Date to see what closes first.

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Valorx Wave opportunity grid color-coded by stage, ready for a bulk update

Bulk Updating with Mass Modifier

Filter opportunities by stage, select them all and change the owner on hundreds of records at once with Mass Modifier.
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Lead Source column filter open in a Valorx Wave grid

Sorting and Filtering Data

Filter records by owner, lead source and close date, then sort the results, right inside Salesforce.
Launch walkthrough
Valorx Wave grid in Salesforce with conditional formatting on opportunity stages

Wave at a Glance

Take a quick tour of Wave in Salesforce: drag columns, filter, color-code, copy-paste and add records in a spreadsheet-style 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.
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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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