⌛Managing Records in Wave
Your way to operational excellence.
Day to Day Operation
You can perform the following day-to-day operations efficiently with Valorx Wave.
Manage Salesforce activities (tasks and events).
See a list of activities, segregating them using parameters such as Today & Overdue, Upcoming, Next 7 days, All, Completed, and Custom.
Open activity details and edit them if required.
Create new Salesforce activities.
Click here to learn about Activity. (Please open the link in a new tab to avoid losing the page track.)
Create new Custom Views for your short-term needs.
Consider your work plan for a specific time frame, i.e., weekly, bi-weekly, monthly, or for any other period you want to.
Create a new View using the only needed records for your planned actions.
Click here to learn about creating a new View. (Please open the link in a new tab to avoid losing the page track.)
Quick Tip:
You can create a new View by changing an existing Salesforce View. Please follow the steps below to do so.
Open the Salesforce View in the Views screen.
Make the required changes, such as deleting a few rows or columns and applying Filters, Conditions, or Groups.
Save the View as a new Custom View and give it a friendly name.
When you make any changes in records (data), the screen will prompt you to save them in Salesforce. But when you make changes in View, the screen will prompt you to save it as a new View in Wave only, and it will not affect your Salesforce View.
Wave for Modifications
You can make modifications to your Salesforce records effortlessly through Valorx Wave.
Regular Modifications
Regular modifications are need-based small modifications. Below are a few examples.
Change in records.
If you want to change the Opportunity Owner for a few opportunities, open Salesforce's All Opportunities View in the Grid View screen, search for the opportunity names using the search box, change the respective Opportunity Owner names, and save all the changes in Salesforce in a single click.
If you want to change the Parent Account for some accounts, open Salesforce All Accounts View in the Grid View screen, search for the account names using the search box, change the respective Parent Account names, and save all the changes in Salesforce in a single click.
On-the-go changes.
Suppose you see the All Contacts View in the Views screen and think creating an activity for a particular contact will help; hover over the Name cell to access the Activity icon, click on the icon to open the Activities screen, and create the activity. The contact's name will be auto-filled in it.
Mass Modifications
You can edit large quantities of records simultaneously using Wave's Mass Modifier feature.
Click here to learn about the Mass Modifier feature. (Please open the link in a new tab to avoid losing the page track.)
Wave for Analyzing Records
You can carry out detailed analysis of your records and get the valuable insights using the Condition (Conditional formatting) feature.
Conditional formatting allows you to highlight cells with desired colors whose values satisfy a particular condition. You can apply various conditions to your records such as:
Have amount value less than or equal to
Have amount value greater than or equal to
Have a value between two values
Have the Text that contains specific words or characters (Company name, State/Province name, Status, Stage, etc.)
Have the Date occurring in a certain range
When you see your records highlighted with different colors, it becomes easy for you to analyse them in just a glance.
Click here to learn about the Condition (Conditional formatting) feature. (Please open the link in a new tab to avoid losing the page track.)
Import from Excel
You can import a large number of records from Excel sheets, map them to their respective fields, and save them in Salesforce using Wave's Smart Import feature.
Click here to learn about the Smart Import feature. (Please open the link in a new tab to avoid losing the page track.)
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