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Navigating the Power and Simplicity of Home screen - Your Gateway to Seamless Productivity
Last updated
Navigating the Power and Simplicity of Home screen - Your Gateway to Seamless Productivity
Last updated
Home functions as the Wave Dashboard; thus, it is truly the starting point of all magic. Get ready to step into a world of wonder and endless possibilities.
You can perform the following actions from Home.
Left Panel: The Left Panel showcases tabs such as Home, Views, Reports, Import, Invite, and Feedback.
Objects Section:
By using this, you can select the desired Salesforce Object and access a comprehensive list of all the Salesforce Views and Custom Views associated with that Object. Recent Views section shows the views that were opened recently. If you are a new user, it will show the views that you have opened recently in Salesforce.
You can select your preferred View and open it in the Views screen. Additionally, you have the capability to create a new View directly from this section.
Feature Spotlight: This section offers a brief overview and allows instant access for utilizing Smart Import, Editable Salesforce Reports, and Inviting the team members to Wave.
The Home screen presents a brief video highlighting Wave's key features.
Take a Tour: This button serves as an effective means for new users to familiarize themselves with the functionality of Wave. It offers a guided tour that highlights the key features of the product.
User Profile provides the profile information of the user, along with the complete account settings functionality.
You can click the Home icon in the Left Panel to navigate to Home from any screen.
This section enables you to:
It comprises of the following sections:
Search objects: The Search Object search box is a quick-search box. Use it to pick an object in Salesforce.
Object Tabs: The Object tabs show Salesforce Objects such as Account, Opportunity, Lead, Contact, Case, Campaign, etc. By default, the list will show the six most used Objects. You can use the Search Object search box to pick other Objects.
Recent Views: This column shows the list of recently created or opened Views.
Views: This column shows the list of all available Views for the selected Object.
For example:
If you select the Opportunity object, the Views column will show the list of all available Views for this object.
Similarly, suppose you use the Search objects search box to search and select the "Authorization Form" object. In that case, the Views column will show the list of all available Views for the Authorization Form object.
Note: Wave currently does not support searching/opening Internal Objects (non-queryable objects). For example, History, Share, Events, Holidays, etc.
You need to open a Salesforce View in Wave to process it. Please follow the instructions below to open a Salesforce Object or View in Wave.
Click on any of the Object tabs (Account, Opportunity, Lead, Contact, Case, Campaign, etc.) to see the list of all available Views of the Object. When you select an Object tab:
The Recent Views column will show the list of recently created or opened views.
The Views column will show the list of all available views for the selected Object.
Click on the View name to open it in the Wave Views screen.
The View will open in the Wave Views screen, as shown in the image below.
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.
To create a new View, please select the appropriate Object tab first. For example, if you want to create a new view from the Lead object, ensure you click on the Lead button before you click on Add New.
The Object Fields pop-up screen will open when you click the 'Add New' button.
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 Fields and 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 Fields and select the names of specific fields, too.
Please note:
The fields you select here will be your record (data) columns in the Views 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 the 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., Important Leads. You can also add the description (optional).
Click Save.
The new View will be created and opened in the Views screen.
Valorx Wave will denote this new View with the Custom View icon.
You can access the User Profile by clicking its icon on the top-right in the Title Bar.
It includes:
Account information such as your Product Plan (Free/Standard/Pro), Username, and Email.
Settings and Log Out buttons.
1. Why do I need to create a Custom View?
Answer:
Creating a new View will enable you to see a specific segment of records for an Object based upon your current needs. For example:
You want to see opportunities related to the chemical industry with the Pending approval status and then create area-wise Groups to analyze the market behavior, and your team's response to it.
You can create a new View to see all leads with an attachment because attachments will give you a better idea to decide your next action.
