Product Walkthroughs

Tour the Wave Spreadsheet Grid in Salesforce

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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Valorx Wave grid in Salesforce with conditional formatting on opportunity stages

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Salesforce data in a spreadsheet-style grid

This walkthrough tours Wave in Salesforce. It starts from a standard list view, then opens the same records in a Wave grid where you drag and drop columns, filter and sort, apply conditional formatting, copy and paste with Ctrl/Cmd+C and Ctrl/Cmd+V, add new rows and see how Wave handles errors when saving back to Salesforce.

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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.

Launch walkthrough

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.

Launch walkthrough

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.

Launch walkthrough

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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