Wave Ribbon
Wave Ribbon is the row of tabs, icons, and a search bar at the top of the Grid View screen, allowing you to use the various Views screen features.
The Wave Ribbon shows:
Search Object Object Bar Activities
Notes Board Views of Object Star
Refresh Search Filter
Condition Group Mass Modifier
Sort Layout Share
More Options
Quick Links:
Search Object
Use the 'Search Objects' search bar to search any desired Object Views from the Views screen. It is useful when you are already seeing a View and want to switch to another View.
When you search for any Object and hover on any of your search results, you will see the list of its available Views. Click on any View to open the Views screen.
If you have any unsaved changes when switching to the other View, the Move to another view pop-up message will appear, as shown in the image below.
Views Sidebar
The Views Sidebar provides you quick access to your:
Favorite views (views marked as favorite by you)
Recent views (views that you have opened recently)
Shared views (views that have been shared with you)
You can open the Sidebar by clicking the 'open sidebar' button on the Views screenr.
The Sidebar will be displayed as follows:
Object Bar
The Object bar lets you directly access your recently used objects from the Wave Ribbon in the Views screen.
The Views selection drop-down will display the views based on the object selected in the Object Bar. For example, in the image above, when the Accounts object is selected in the Object Bar, the View Selection drop-down displays the 'Main Accounts' view.
You can select another object anytime to open the Views of that object.
Activities
The Activity word indicates the tasks and events. The Activities section enables you to do Salesforce tasks and event management from Wave.
In the Activities screen, you can:
Activities can be accessed from the right side of the Wave Ribbon.
You have the flexibility to choose whether to display the Activities button or not, according to your preference. By default, the button will be hidden.
You can enable it by checking the Show Activities checkbox from the Advanced tab in Settings.
Upon checking the checkbox, the Activities button will be displayed on the Wave Ribbon as shown below:
Click the Activities button to open the Activities pop-up screen.
Click on any activity to open its details.
Make any changes if required and click Save Task to save the changes.
Click on the + icon and select if it is a Task or Event from the drop-down to create a new task or event.
Create a Task
Please follow the steps below to create a new Task.
Click on the + icon and select Task, the Task pop-up screen will open as shown in the image below.
Select the Task status using the Status drop-down.
Select Task subject from the Subject drop-down.
Specify the task's priority (low/normal/high) using the Flag drop-down.
Select the task date from the calendar.
Use the text area to describe the task details.
Fill in (or select from the search box or drop-down) the appropriate information for each field, such as Subject, Name, Related To, Assign To, Activity Currency, etc.
If you add any notes in the Notes Board from the Grid View screen, you can use your pre-written notes. Click on Notes Board.
You can click on any note to paste it into the text body.
Quick hint:
If you need to use the exact text in multiple tasks or events, it is recommended that you add any notes in the Notes Board from the Grid View and paste them here with just a single click.
Click Save Task. The task will be created and added to Salesforce too.
Create an Event
Click on the + icon and select Event; the Event pop-up screen will open, as shown in the image below.
The process of creating a Task and an Event is similar. However, you must select the event-specific information when creating an event.
Subject: Use the Subject drop-down to select the event's subject
Clock & Calendar: Use the Clock & Calendar fields to specify the event's time
Show time as: Use the Show time as drop-down to show the time as Busy, Out of Office, or Free.
Location: Use the Location field to enter the event location.
All Day Event: Check the All Day Event checkbox if your event is a full-day event.
Private: Check the Private checkbox if you want to keep the event private. If you keep the event private, no one else can see it. You can use this feature as a Reminder.
Notes Board
Notes Board is your personal space to write down anything you wish to. You can use it for two purposes:
Use the following steps to use Notes Board.
Click on the Notes Board icon to open it.
Write down your notes and press enter. Your note will be saved.
Use the Duplicate icon to make a copy of the note and the Delete icon to delete it.
All your notes will be available if you open Notes Board when adding a task or event through the Activity feature. You can copy any note to a task or event matter just by clicking on it.
View Selection Drop-down
The View Selection drop-down shows the name of the current View. When you click the drop-down, it will show the list of all available Views for the current Object segregated into four collapsible categories: My Views, Shared Views, Salesforce Views, and Report Views.
Use it to switch to another View of the same object.
For example, if you are seeing the Imp Opportunities View of the Opportunities object and wish to switch to any other View of the Opportunity object, please click the drop-down. It will show the list of all available Views of the this object. Click on any desired view to open it.
If you have any unsaved changes when switching the other View, the Move to another view pop-up message will appear as shown in the image below.
Create a New Custom View
Creating a new View will enable you to view a specific segment of records for an Object.
For example, you can create a new View to see all leads with an attachment, or if you want to see opportunities related to the chemical industry with the Pending approval status only, creating a new View would make it possible.
When you create a new View, it becomes a Custom View. Please follow the instructions below to create a new View.
Create a new Custom View by clicking the Add New button on the Views of Object drop-down. It is shown in the image below:
The Fields pop-up screen will open.
Please scroll down the list of all fields and check the respective checkboxes to select the fields you wish to include in a new custom view.
The screen will show you appropriate links such as Add Fields and View Values where applicable. You can further drill down your selection using them. For example, in the image above, you have selected the Last Modified By field. You can click on View Fields and select the names of specific fields, too.
Please note:
The fields you select here will be your record (data) columns in the Grid View screen.
You can also use:
The Search Fields search box to search the desired fields from the options.
The DataType dropdown to search the desired fields based on type of data.
For example, if you select Date from the DataType dropdown, the Fields pop-up screen will show only those fields that include the Date DataType. You can select the desired fields from them.
Click OK.
The View Name pop-up screen will appear with a default name for the new View. If required, please change it and give some friendly name, i.e., Hot Leads 2023. Add the description (optional).
Click Save.
The new View will be created and opened on the Views screen. Wave will denote this new View with the Custom View icon.
Star Icon: Mark as Favorite View
Use the Star icon to mark the View as a favorite View.
All favorite Views will be available in Left Panel under the Favorite View menu for quick access.
Refresh
To refresh the screen, click on the Refresh icon.
Search
Search: Use the Search field to search anything across the Views screen and Salesforce.
Type the term you wish to search for in the Search field. If Salesforce or any grid row includes that term, it will be shown, too.
Use the Close icon (X) to close the search results and see the entire Grid View again.
Filter
The Filter is a function that allows you to sort data within a file. Filtered records will display only the rows that meet the specified criteria and hide rows you do not want to be displayed.
The specified criteria are also called Conditions.
For example, suppose you have a list of 500 customer names and wish to identify the total number of female customers living in Ohio. In that case, you can use data filtering to extract only the female customers living in Ohio.
You can use filters to:
You can apply both Filters and Filter Groups in Valorx Wave.
Multiple Filters Vs Filter Groups
What is the difference between applying multiple filters and filter groups?
When you apply multiple filters, you must use either And or Or condition in all of them. For example, you can filter the opportunity records containing amounts greater than $80000 and have Texas as the billing state, which is in a value proposition stage.
If you want to use the combination of both And and Or conditions, you should apply a filter group. For example, you can filter the opportunity records containing amounts greater than $80000 and have Texas as the Billing State or is in a Value Proposition stage.
Scope Filters
Scope Filters enable you to narrow down the data based on your context. This lets you focus only on the records that matter to you.
For example, you get the option to filter the Account object records based on various scope filters, such as All accounts, My accounts, My team's accounts, etc., based on the particular object and view selected. It is shown in the image below:
All the filter conditions that are specified further in the filter will be applied to the records that are obtained using the scope filter.
Filters
Please follow the process below to apply filters:
Click on Filters. The Filters pop-up screen will open.
Select the desired Scope Filter.
All the filter conditions that you specify further will be applied on the records obtained using this scope filter.
Click on + Add a filter to add a filter.
The filter’s condition setup section will pop up.
First, select the column name where you want to apply the filter from the Column drop-down.
Select the desired condition in the Condition drop-down.
Write down the desired value in the Value field.
Click OK.
Below are a few examples:
[1]
If you want to see the records of only GenePoint, apply the filter condition: Name, Contains, and GenePoint.
The Grid View screen will only show the rows with GenePoint in the Name field.
[2]
You can use the In condition to see the records that match a group of specified values. For example, if you want to see the records having a Billing State equal to South Carolina, Oregon, Nevada, New Jersey, Ohio, and Texas, apply the filter condition: Billing State/Province, In, and (List of State names).
Click the value field and list the names of the required States in the Add Value(s) pop-up box.
Note: Please add only a single value per line.
The filter condition will look like as shown below:
Click Ok. The Grid View screen will display the records with the specified Billing State names only, as shown in the image below.
[3]
Similarly, if you want to see the records apart from the group of desired values, you can use the Not In condition.
For example, if you want to see the records having Industry type apart from Utilities, Transportation, Technology, Retail, and Apparel, apply the filter condition: Industry, Not In, and (List of Industry names).
Click the value field and select the names of the required Industries from the pop-up box.
Note: Industry is a drop-down field, so we can select items from the available list instead of manually typing the names.
The filter condition will look like as shown below:
Click Ok. The Grid View screen will display the records with the Industry names apart from the names specified in the filter condition, as shown in the image below.
Note: In and Not In conditions can be used with names, numbers, dates and time values.
[4]
If you want to see the records that include an amount greater than 90000, apply filter conditions: Amount, Greater Than, and 90000.
The Grid View screen will only show the rows with Amount greater than 90000.
Click once again on + Add a filter to apply multiple conditions. You can use both And and Or to apply a condition. For example,
Below are a few examples:
[1]
If you want to see the list of opportunities owned by Jdoe or have an amount greater than 100000, you can apply the filter conditions as shown in the image below.
The Grid View screen will show the list of opportunities owned by Jdoe Or amounts greater than 100,000.
[2]
If you want to see the list of opportunities whose Names start with edge and the Amount is between 50,000 and 250,000, you can apply the filter conditions as shown in the image below.
The Grid View screen will show the rows with Names starting with edge and Amounts between 50,000 and 250,000.
Note: You can use + Add a filter as many times as you want to. However, you must use either And or Or in all of them. If you want to apply multiple conditions comprising a combination of both And and Or conditions, please use Filter Group.
Please ensure you read Multiple Filters Vs Filter groups to unlock the true potential of this feature.
Use the Copy icon to copy any filter condition.
Use the Delete icon to delete any filter condition.
Use Clear all and then OK to clear all filter conditions.
Note: When you apply any Filter condition for the first time on any Standard View, the Views screen will automatically create a New Custom View. This allows you to work on it exclusively whenever required. A toast notification will be displayed to notify you that a Custom View has been created. It is shown in the below:
You can provide a suitable name and description to this new view by clicking Edit in the toast notification.
All the further modifications that you perform using various Views screen features will be saved in that view only. You can also apply additional filters to the records in that view.
Any filter conditions applied in the Spreadsheet Area will be denoted using the number of filters applied on the Filter button. Please remove the filters to see the original View or apply the other filters again.
Filter Groups:
Use a Filter Group when applying multiple conditions comprising a combination of both And and Or conditions. It will allow you to be extremely specific about your conditions.
Click Add a filter group.
Now you have two options to click Add a filter group again and apply desired filter conditions.
Option 1:
You click Add a filter group shown in the Filters pop-up screen multiple times. The group options will open.
In this case, you can apply filter conditions based on either And or Or. You cannot mix match And and Or together.
This option will be the same as applying filters multiple times.
Option 2:
Click Add a filter group shown in the group option.
Choose And or Or parameters based on your requirements.
Click Add a filter.
Choose And or Or parameters based on your requirements.
Click OK.
For example:
If you want to see the list of opportunities with the Closed Date between Jan 1, 2021, and June 31, 2021, Or the Opportunity Owner as Jdoe And Amount greater than 500,000, you can use the Filter Group function as shown in the image below.
The Grid View screen will show the required filtered records, as shown in the image below.
Conditions (Conditional formatting)
The Condition feature increases the visibility of your desired records.
You can select a record or a group based on your conditions and apply background colors to them. That's why it is called Conditional formatting too.
You can use the Condition feature to:
Click on Condition to open the Conditional formatting.
You can apply Conditional formatting at three levels, to a single record (field), to a record group, and use the Color bar to the entire column.
Conditional formatting for a single record (field):
Please follow the process below to apply Conditional formatting to a single field.
Click on single if you want to apply condition to a single column.
First, select the column name where you want to apply the Conditional formatting from the Column drop-down.
Select the desired condition in the Condition drop-down.
Write down the desired value in the Value field.
Click on Color Box to open the color palate and select the color for Conditional formatting.
Click OK.
For example, if you want to highlight the Account Names containing the term United Oil in pink, apply the Conditional formatting conditions: Name, Contain, United Oil, select the pink color in the Color Box, and then click OK.
The appropriate records (fields) will be highlighted in the color you selected for the condition.
Click on single multiple times to specify multiple conditions. You can select the same or different colors for multiple conditions as per your requirements, as shown in the image below.
For example:
Suppose you want to highlight the Account name records starting with the word Burlington, Account type records equal to Customer-Direct, and Opportunity owner alias containing Chris. In that case, you can apply multiple formatting conditions, as shown in the image below, and click OK.
The Grid View screen will show the highlighted records as shown in the image below.
Conditional formatting for a group:
You can use Conditional formatting for a group to change the background colors of all records that fall into your defined conditions for a particular field (column).
When you apply Conditional formatting to a Group, you apply colors based on conditions defined using parameters And and Or for the selected (field) column.
For example, when you want to highlight records in the Name field (column) that have Stage as Closed Won and Amount between 0 to 100000, it becomes a group of records for the Name field (column).
Please click group and follow the steps in the order shown in the image below to apply Conditional formatting for a group.
Select the color you wish to apply to the condition using Color Box.
Select the desired column from the column drop-down.
Click on Add.
Click on Add condition.
Specify the condition and click on OK.
Please note you can click on Add condition multiple times to apply multiple conditions and be extremely specific about your conditions.
For example:
If you want to highlight the Opportunity names, which start with Edge, and the Account names, which either possess an Amount greater than 90,000 Or 'Closed Won' Stage, you can apply the group conditions as shown in the image below.
The Grid View screen will show the highlighted records as shown in the image below:
Conditional formatting: single Vs. group
When you use the single button for Conditional formatting once, you are applying one condition to one field (column).
When you use the single button for Conditional formatting multiple times, you are applying one condition to one field (column) multiple times. This way, you apply conditions to multiple fields (columns).
When you use the group button for Conditional formatting, you are applying multiple conditions to one field (column).
Color bar:
Use Color bar to apply Conditional formatting to an entire column based on the parameters applicable to that column.
For example, if you apply Conditional formatting to the Account Type column, click on group, select Account Type from the Column drop-down, and click OK.
The number 8 on top of the Column drop-down indicates eight parameters (in this case, type of accounts) for the selected column. Each field will be highlighted using the system-defined default color for the particular parameter.
Click Edit to change the system-defined default color to your selected colors.
Use the Close (X) icon to remove the condition.
When Conditional formatting is applied in Views screen, it will be denoted using the number of used conditions. Please remove the conditions to see the original View or apply the Conditional formatting again.
Group
The Group feature allows you to create groups based on parameters such as Account name, Account type, Closing date, Stage, etc.
You can use the Group feature to:
Please follow the process below to create a Group:
Click on Group.
A pop-up menu will show all possible grouping parameters for the current View.
Click on any parameter to open more details. For example, clicking on Account will show the list of all Accounts. Select the desired Accounts and click Apply.
A group will be created, and the Views screen will appear as shown in the image below.
List of created groups will appear with the Expand icon. It will also show the number of records in each group.
The Group icon in the Title Bar will show the parameter used for creating the groups.
The Group pop-up will appear in the right bottom of your screen. You can use it for navigations.
Use the Expand to see the records.
Mass Modifier
The Mass Modifier feature enables you to edit large quantities of records at once. You perform mass modifications for selected records or all records.
Please note: Mass Modifier is one of the most popular features of Valorx Wave along with Filters, Conditional formatting, and Lookups. Give it a try if you haven't used it yet.
You can use this feature to modify a massive number of records at once. For example:
Please follow the process below to perform Mass Modifications:
Select the record you wish to modify.
Click on Mass Modifier. The Mass Modifier pop-up will open.
The Mass Modifier pop-up screen will show fields such as the select column field's name, number of selected records, modification action drop-down, and a field to enter the desired modification.
Since you selected fields from the Accounts Name column, the modification action drop-down will show two options: Change to and Clear Values.
Use the Search Accounts search box to search for the desired account name or type manually and click Apply. Three selected account names will be changed to the new one.
The Selection drop-down shows the number of selected records. You can use it to select all records if required.
If you wish to delete the data from the selected records, click the Change to drop-down and select Clear values. This is how you can perform mass deletes.
Click + Modify another field to apply modifications to the other column fields. You can click + Modify another field multiple times as per your requirements.
In any case, the change drop-down will show the change parameters based on the column. For example, the change parameters for the Amount column will be Increase/Decrease and Percentage/Value.
When click + Modify another field, the selection drop-down will show two options:
All Records: Select All Records if you want to apply modifications to all records. (in this case, 200 records)
Selection: Select Selection if you want to apply modifications to another column fields of the already selected record. (in this case, 3 records)
If you don't select any records, all available records will be selected by default for the modification.
In this case also, you can click + Modify another field multiple times to apply modifications to other column fields for all records.
In any case, the change drop-down will show the change parameters based on the column.
For example,
The Amount column has two change parameter drop-downs. One will show options Increase by/Decrease by, and the other will show options Percentage/Value.
The Close Date has two change parameter drop-downs. One will show options: Increase by/Decrease by/Change to/Clear Values, and the other will show: Days/Weeks/Months/Quarters/Years. For the Close Date, the change parameters will be Increase by/Decrease.
Once the modifications are applied, you will see the Save changes message with the Salesforce icon and a drop-down in the top right corner.
Click on the drop-down to preview the changes. Use the Revert icon or the Revert All button to revert the changes if required. Otherwise, click on Save changes.
Once the changes are saved in Salesforce, a Save Summary message will be shown.
Let us see a few examples to understand the use of Mass Modifier:
[1]
Suppose you want to increase the Amount values by 10% for selected records.
Select the required group of records.
Click on Mass Modifier. Select the change parameters Increase by in one drop-down and Percentage in the other. Write down 10 in the Value field and click Apply.
You will get the result as shown in the image below:
[2]
Let's modify the names for the selected records using Mass Modifier.
Select the required records.
Click on the Mass Modifier. Select the change parameters as Change to and enter the new desired name, i.e., Express Transports.
Click Apply.
You will get the result as shown in the image below:
Sort
The Sort feature will help you arrange records in a more meaningful order to analyze them more effectively.
Please follow the process below to apply the Sort feature.
Click on Sort, and + Add a sort.
Select the column you want to apply sorting from the Column drop-down and sorting order from the Order drop-down. The Grid View screen will show the records as per your selection of these parameters.
The sorting order will be different for different columns. For example, you can sort columns with alphabetical values using alphabetical order, such as A to Z or Z to A. Whereas the columns like Created Date can be sorted using parameters like Older to Newer or Newer to Older.
Use the X icon to remove the sorting.
When sorting is applied in Views screen, it will be denoted using the number of used sorting parameters. Please remove the sorting parameters to see the original View or apply sorting parameters again.
Note: When you apply Sorting for the first time on any Standard View, the Grid View screen will automatically create a New Custom View. This allows you to work on it exclusively whenever required. A toast notification will be displayed to notify you that a Custom View has been created.
You can provide a suitable name and description to this new view by clicking Edit in the toast notification.
All the further modifications that you perform using various Grid View features will be saved in that view only.
Layout
The Layout feature allows you to set the column field length as per your requirements. It is useful when the data matter size is long in the records. Please follow the process below to explore the suitable layout.
Click on Layout. Select the desired column field length from Short, Medium, Tall, and Extra Tall.
You can also select Auto Size Columns along with any other column field length selection. It will auto-size the column field length based on the data matter in it.
Share
Share feature enables you to share any specific Standard View, Custom View, or Mapped Report View with your fellow team members.
It can be accessed by clicking the Share icon on the Wave Ribbon after opening the specific view that you wish to share.
Click the Share icon on the Wave Ribbon.
The Manage view pop-up will open. You can change the View Name and add a View Description if required.
Select the appropriate view rights - Can edit / Can view, to enable/restrict the member(s) to edit the view.
Enter the name or email of the colleague(s) with whom you want to share the view with.
Click Share.
You can see the share details by again clicking the Share icon after sharing the view. You can stop sharing the view anytime using the 'Stop Sharing' button or remove access to the shared view from any particular user(s) by clicking the 'Delete icon' near any user's name.
More Options
The More Options feature supports multiple functionalities together in a single place.
It enables you to:
Add View to favorite / Remove View from favorite
Manage View: allows renaming the view and adding description)
Duplicate: Makes a copy
Delete View
Export Data
Export Data
The Export Data feature enables you to download the data of any of your desired Object Views in either Excel or CSV file formats and share it with others.
To export the data of any View, select the Export Data option from More Options in the Toolbar.
The Export Data window will open. Here, you can:
Provide a file name.
Select the required export file format: Excel or CSV.
Make a selection between: Visible Records (records displayed on the View) or All Records (This will download all the records available in the View).
Click Export.
Note: The option for exporting 'All Records' will not be available in the View where the Grouping function has been applied.
Last updated
