💼Views Screen

Add effectiveness to Operations & Analyses

Overview

Views screen is where you see, process, and manage all your Salesforce Standard Views and Valorx Wave Custom Views.

When does the Views screen open?

The Views screen opens when you click on any name of an Object's Standard or Custom View or, a Mapped Report View.

You can perform the following real-world actions from the features available in the Views screen.

• Make changes in records and save them in Salesforce

• Perform Mass Edits to massive records (data) and save them in Salesforce

• Evaluate and analyze your Salesforce records quickly in a spreadsheet-like UI using easy-to-use features such as Filters, Conditional Formatting, Groups, and more

• View the Salesforce records in a desired visualized manner to stay well informed about your work trends

• Create Custom Views from Salesforce records for better visibility making your day-to-day work easy

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The Views screen has two sections:

• Wave Ribbon

• Wave Spreadsheet Area

Views screen

Learn more about

Wave Ribbon Learn about the features available in Wave Ribbon

Wave Spreadsheet Area Learn about the functioning of Wave Spreadsheet Area