Salesforce
AppExchange
★★★★★

The spreadsheet UI for

Salesforce
Bulk edit, paste and forecast live Salesforce records in one grid.
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Valorx Wave grid inside Salesforce showing account sales agreements by product with planned quantity, sales price and discount for October and November.

Access all your favorite Excel features

Every spreadsheet tool you know, on live Salesforce data.

Copy and paste

Copy and paste between Wave, Excel and other sources with the shortcuts you know.

Filter columns

Apply fast, column-level filters to zero in on exactly the records you need without leaving the grid.

Drag and drop

Reorder columns, move fields, and organize your grid layout intuitively with simple drag-and-drop.

Global grids

Reusable grid templates shared across teams, so everyone sees one view.

Custom grids

Personalized grids tailored to specific roles or workflows with custom columns, filters, and logic.

Sort columns

Sort by one or multiple columns to surface top priorities, ascending or descending, in just a click.

Column group

Visually group related columns under a single header to keep complex datasets easy to read and navigate.

Layout

Save and switch layouts: columns, sorting, grouping and filters.

Freeze columns

Pin key columns like Account so they stay visible as you scroll.

Global search

Search across all visible columns and records in a grid to instantly find what you’re looking for.

Smart import

Import data with field mapping, validation and error handling.

Manage access

Control who can view, edit, or configure grids at object, field, and layout level using role-based permissions.

Make Salesforce work the way you want

A spreadsheet for the Salesforce work your team does every day.
Valorx Wave grid inside Salesforce with accounts grouped by billing country and one change setting a whole group to United States.

Data clean-up

Group any field by its values and fix a whole group of records in one change, with every edit checked before it saves.
Wave Sales Price Management dashboard showing product list with columns for active status, product family, and list prices from zCPQ Products and zCirrus Price Book for Battery, High Capacity, Small Turbine, and Large Turbine.

Pricebook management

Update pricing across products, regions, and currencies in one view. Access related lists instantly to edit.
Dashboard screen titled Account Sales Agreements - Wave showing a data table with account names and product details, and an open Timeline – Telescope filter popup with date range options starting Jan 1, 2025, and ending Dec 1, 2026.

Forecasting

Streamline your process by working with live data across multiple timescales and dimensions in an interface your team already knows.
Valorx Wave grid inside Salesforce with opportunities, colored stages and amounts, two deals changed and ready to save at once.

Pipeline management

Save time and ensure accuracy with bulk editing tools that identify errors before they enter Salesforce.

Results from Wave customers

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2 → 65

NVIDIA grids, built by their admin, no code

75%

less time on CMC’s monthly forecast

5.0

on AppExchange, from 11 reviews
Abstract soft pastel-colored gradient background with blurred lavender, blue, and pink hues.

Frequently asked questions

If we switch to Wave, do we have to stop using our other tools?
No. Wave runs inside your Salesforce org, next to the tools and workflows you already have.
How does Wave keep our data secure?
Your data never leaves Salesforce. Wave is a managed package that passed the AppExchange security review. Access is by license, role and permission set, and an admin can make any grid read-only.
Who builds the grids?
Your admin, in the Grid Wizard, without code. NVIDIA went from 2 grids to 65 that way. A grid can sit on a tab, a record page or inside a Screen Flow.
Do our users need to be spreadsheet experts?
No. It looks and works like a spreadsheet so it feels familiar, but anyone who can edit a Salesforce record can use it.

See your own records in Wave

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