💼Grids Screen

Add effectiveness to Operations & Analyses

Overview

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

When does the Grids screen open?

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

You can perform the following real-world actions from the features available in the Grids 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

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

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

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The Grids screen for Wave Extension has two sections:

• Wave Ribbon

• Wave Spreadsheet Area

Grids screen for Wave Extension

The Grids screen for Wave Embedded has three sections:

• Wave Ribbon

• Wave Spreadsheet Area

• Wave Grid (Inside Salesforce)

Learn more about

Wave Ribbon Learn about the features available in Wave Ribbon

Wave Spreadsheet Area Learn about the functioning of Wave Spreadsheet Area

Wave Grid Learn about the features available in Wave Grid