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Salesforce Grid Rules to Highlight Records | Valorx

Using Rules

Set up rules that highlight the records that need attention so the grid shows what to fix first.
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Rules panel on a Wave pipeline grid
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Use rules in a Wave grid

This walkthrough shows how to add rules to a Wave grid so records that need attention stand out as soon as the grid loads. Rules help your team spot issues in Salesforce data at a glance and act on them right away.

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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.
Launch walkthrough
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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