Get Hands-On with Valorx Wave: A Guided Workshop

About the workshop

Join us for an interactive, hands-on workshop and see firsthand how Valorx Wave can simplify your workflow, unlock insights, and help you get more out of your Salesforce data. This isn't a webinar where you watch slides. We'll provide a brand new demo org for the session, and you'll work through real exercises right alongside our team.

When: November 19, 11am PST · Where: Online (Zoom) · Length: 60 minutes · Cost: Free

Who it is for: Salesforce users, sales and operations teams, admins and partners who want to work faster in Salesforce. New to Wave or already using it, you'll walk away with something you can use the next day.

What you will do

After a quick guided tour, we'll walk you through basic to advanced use cases, built on how our customers use Wave every day. Each exercise takes a few minutes and builds on the last.

1. Build your first grid

Turn any Salesforce object into a live, spreadsheet-style grid in minutes.

2. Edit like a spreadsheet

Update records inline, copy and paste values, then review and save every change at once.

3. Filter, search and group

Narrow a grid to the records you need and save the filter set to reuse in one click.

4. Bulk update with Mass Modifier

Change hundreds of records in a single action, with no Data Loader and no admin ticket.

5. Spot and fix bad data with Rules

Flag missing or risky data with color, then fix it on the spot.

6. Add formula fields

Add calculated columns, like weighted pipeline, without creating new Salesforce fields.

7. Explore live forecasting

See how a Wave Matrix pivots Salesforce data by quarter, like a pivot table that stays live and editable.

8. Create row and grid actions

Put everyday tasks, like logging a call or creating a record, one click away on the grid.

What you need

• A laptop with Google Chrome or Microsoft Edge
• That's it. We'll send your demo org login before the session, so there's nothing to install and nothing to risk in your own Salesforce.

Speakers

• Jerret Kasper, VP of Revenue, Valorx
• Garrett Soucy, Director of Marketing, Valorx

Frequently asked questions

Do I need my own Salesforce org?

No. We provide a brand new demo org with Wave installed and sample data loaded. You'll get your login details before the session.

Do I need to know Valorx Wave already?

No. The exercises start with the basics and build up step by step. If you already use Wave, the later exercises cover features you may have missed.

What if I get stuck during an exercise?

Post in the Zoom chat and a member of our team will jump in to help, so you can keep up with the group.

Will the session be recorded?

Yes. Everyone who registers gets the recording and the participant guide after the session.

How much does it cost?

The workshop is free. Seats are limited so everyone gets hands-on help.

Next steps