Valorx Wave Tips & Tricks: Get More Productive with Salesforce

Salesforce tips and tricks with Valorx Wave: editable reports, bulk editing, filtering, grouping, sharing views and error-free imports. Watch on demand.

On-demand webinar: Valorx Wave tips and tricks with Jerret Kasper and Chris Liko

Webinar at a glance

Valorx Wave takes the tools you already know from spreadsheets and brings them into Salesforce, so everyday CRM work gets faster with very little to learn. In this recorded webinar, Co-founder Jerret Kasper and Product Marketing Manager Chris Liko demonstrate practical Salesforce tips and tricks that help you get significantly more productive.

Who it is for: sales reps, sales managers, sales operations and Salesforce admins who spend their day working with Salesforce records.

Speakers

Jerret Kasper, Co-founder and Head of Sales, Valorx
Chris Liko, Product Marketing Manager, Valorx

What you will learn

1. Working in editable reports

Turn the records you are looking at into a view you can edit directly, instead of opening each record.

2. Bulk editing

Update many records at once with click and drag, copy and paste, and the Mass Modifier.

3. Sorting, filtering, searching and grouping

Find the records that matter quickly and organize them the way you work.

4. Sharing custom reports

Share the views you build so your whole team works from the same list. See how to share a Salesforce grid with your team.

5. Smart Import

Import data into Salesforce with fewer errors. See how to import contacts into Salesforce.

Frequently asked questions

What is Valorx Wave?

Valorx Wave is a spreadsheet-style grid that works on any Salesforce object, so you can filter, edit in bulk and save, all inside Salesforce. See Valorx Wave.

Can I bulk edit Salesforce records without Data Loader?

Yes. Wave lets you edit many records at once with copy and paste, drag to fill and the Mass Modifier, then save straight to Salesforce. Read about inline editing in Salesforce.