Introduction
Introduce yourself to a new way of experiencing Salesforce.
Last updated
Introduce yourself to a new way of experiencing Salesforce.
Last updated
Valorx Wave provides a spreadsheet-like interface to handle all Salesforce operations quickly and efficiently. It also lets you see and analyze your records the way you want.
Once you have installed the Valorx Wave browser extension, logged in to it, and connected your Salesforce Org to Valorx Wave, you can open and process your Salesforce Objects' Grids and Reports in the Valorx Wave UI containing intelligent sections/screens: Left Panel, Home, Grids Screen and Title Bar.
Home: Home screen is where the workflow begins. It has three sections: Grids Selection, Feature Spotlight and Feature Video. You can perform the following actions from Home.
+ See the list of all available Grids for Salesforce Objects
+ Open Grids to process them
+ Create a new Grid
+ Quick access Smart Import, Editable Salesforce Reports, and Invite team members
+ Watch a concise video offering insights into the essential features in Wave
Left Panel: The Left Panel is available across Valorx Wave. It showcases menus such as Home, Grids, Reports, Import, Invite and Feedback. It enables you to:
+ Access the Grids screen and see every Salesforce object together with its Grids
+ View the list of all available Salesforce Reports and map them to Valorx Wave
+ Import (insert, update, upsert) records in Salesforce from Excel using Smart Import
+ Add/Invite other users to Valorx Wave
+ Provide your Feedback regarding your experience with Wave
Title Bar: The Title Bar is available across Valorx Wave. You can assess User Profile and Settings from it.
Grids Screen: When you click on a Grid or Mapped Report to open, it will open as a screen called the Grid screen, where you can process the records as required.
Grids is the screen where you see and manage all your Salesforce Standard Grids, Valorx Wave Custom Grids, and Mapped Salesforce Reports. It has two sections: Wave Ribbon and Wave Spreadsheet Area. It enables you to:
+ Edit records and save the changes in Salesforce
+ Perform mass edits using Mass Modifier
+ Use Excel-like features such as: Search, Filter, Condition, Sort, Layout, Group
+ Drill down to all information for each record using the Wave Row-Expand feature
+ Use the Add Related List feature
Being a Valorx Wave user, it is important for you to understand the difference between a Standard Grid and a Custom Grid.
When you open a Salesforce Object's Grid and grid it in Valorx Wave the way it is, it is a Standard Grid.
When you perform any of the following changes to a Standard Grid such as: Adding/Removing a field, Sorting or Filtering records, a Custom Grid is created automatically. If you create a new Grid as per your requirements, that also becomes a Custom Grid.
Valorx Wave indicates a Standard Grid and a Custom Grid with different icons.
If you change the records (data) in a Standard Grid or a Custom Grid, the Grid Grid screen will prompt a message to confirm whether you want to save those changes in Salesforce.
A Custom Grid can be seen in Valorx Wave only, it will not affect any of your Salesforce Grids.
Please note you can change the records (data) in Salesforce through Standard Grid and Custom Grid. But the visibility-related changes can be saved as a Custom Grid only.
When you open a Salesforce report in Valorx Wave, it becomes a Mapped Report Grid.
It is called Mapped Report Grid because, when you open a Salesforce report in Valorx Wave, you map the Salesforce report with Valorx Wave in a few clicks.
The Mapped Report Grid opens in the Grids Screen. You can process it based on your requirements. The method of processing reports is the same as processing the Grids.
The changes related to the records (data) can be saved in Salesforce, and the changes related to visibility will be available in Valorx Wave only.
