Jul 23 Release (V18)
Introducing Valorx Wave – July 23 Release (V18)
This release brings a host of improvements, including new features and enhancements that address various issues, all aimed at streamlining the user experience for optimal performance.
New Features:
Smart Import: Importing files has now been made easy with our new Smart Import feature. It simplifies the process of importing your Excel and CSV files into Salesforce. This feature has different operations and allows you to insert, upsert, and update files for standard and custom objects. It proves beneficial for a range of scenarios, including importing files from other CRM platforms, organizing opportunity and product data, and refreshing contact lists and user information.
Smart Import can be accessed from Floating tips within Salesforce, accessing the Insight section of the dashboard, or clicking on the smart import button located in the left bar. When you choose any of these options to access this feature, you will be directed to the Import Screen.
The Smart Import process involves three sequential stages:
Import Window: The Import window offers users the choice to either select a file or use drag-and-drop functionality. After selecting the Excel or CSV file, you can then choose a relevant object to map with and select the desired operation. You have the flexibility to choose multiple operations at once. When executing the "Update" operation, it's important to ensure that the "Record ID" is properly mapped. For the "Upsert" operation, you should map the "External ID"; failing to do so might result in an unsuccessful import.
Match Window: In the Match Window, once you arrive at this screen, most of the fields will be automatically mapped. For those that are not mapped automatically, you have the option to manually map them. Even lookup fields can be mapped by simply clicking on a checkbox and you will be shown two options to avoid duplications of values.
Settings Window: The Settings window is split into two sections. The initial section provides information about imported file specifics, such as mapping name, object name, record count, mapped fields, and the chosen operation. The subsequent section presents customization choices, including validating lookups, save views to wave, and halting the import process in case of errors. Either you can preview and import the file or directly import the file.
Once you have successfully mapped the fields, you will land on a grid where you will encounter an "Import Status" Floaty on the right side. This Floaty will provide information about the file, including the mapped fields, the number of records, success messages, error messages, and the object name. The "Fields Mapped" section is hyperlinked to the mapping window. Any error encountered during a successful import will be displayed in the messages section.
A Custom View will be created once the data is successfully imported.
Reports
Introducing Editable Salesforce Reports in Wave! For the first time, these reports are now instantly editable, collaborative, and incredibly useful. This feature is accessible from the Salesforce wave Floaty as well as from the Wave dashboard. By clicking the "Report" button, you can access a list of Salesforce reports.
Hover over a report to reveal the "Map This Report" button. Click it to open the mapping window. Transferring tabular reports with single objects to Wave is now effortless – just a click creates a report view for exploration and collaboration.
Upon clicking the report, the mapping window appears. Automatically mapped fields are shown in a toast message when you select the object in the picker. For unmapped fields, manual mapping is available.
Once the report is mapped, a success message appears, indicating the count of mapped fields, and a view is created. Clicking "Open the Report" opens the view.
Now, this report view can be accessed and updated as many times as needed.
Bug Fixes
Users encountered an issue where details were disappearing after updating personal information on the Settings screen. Valid standard users can now access the dashboard without any issues.
Users no longer face issues with Floaty and they will be redirected to the correct record when they open records in Salesforce.
Home and Settings icons are now visible in Floaty inside Salesforce.
We fixed a problem in the Custom View. Previously, when you pinned or unpinned a related list, the page would refresh on its own and change to the Standard View.
Addressed an issue where the removal of a field was unintentionally leading to the removal of another field that had conditional formatting applied to it.
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