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Wave
  • Getting Started
    • 🌊What is Valorx Wave
      • Pick The Right Wave
    • 📔Get Started with Valorx Wave
      • Wave Browser Extension Installation & Setup
      • Wave Embedded Installation & Setup
  • Wave Workspace
    • Overview
    • 🏡Home
    • 📃Grids
    • 🟣Wave Floaty
    • Wave Dashboard
  • Wave Experience
    • 📚Type of Grid in Wave
    • 📝Create A New Grid
      • 🌈Manage Grid in Wave Browser Extension
      • 🪄Grid Wizard in Salesforce
  • WAVE DATA MANAGEMENT
    • 📊Managing Grid Data
      • Filter
      • Condition
      • Group
      • Column Group
      • Mass Modifier
    • ✏️Data Control & Customization
    • 🔍Data Interaction
    • 🔢Data Insights & Summary
    • ⌛Managing Records in Wave
  • Surf The Wave
    • 🏄‍♂️Surf The Wave in Salesforce
      • Using Wave Grid in Components and Flows
      • Row Action
      • Known Limitation
      • Wave Embedded Grid Migration
  • Matrix
    • 🔳Matrix Screen
  • 🎨Matrix Designer
  • ▶️Matrix Runtime
  • ⚡Matrix Launcher
  • REPORTS
    • 📈Reports Overview
  • IMPORT
    • 🚀Import Overview
  • SETTINGS
    • 🛠️Settings Screen
  • Release Notes
    • 📢Wave Browser Extension
      • March 25 Release (v40)
      • February 25 Release (v39)
      • January 25 Release (v38)
      • December 24 Release (v37)
      • October 24 Release (v36) - Hotfix
      • September 24 Release (v35) - Hotfix
      • August 24 Release (v34)
      • July 24 Release (v32)
      • June 24 Release (v31) - Hotfix
      • May 24 Release (v30)
      • April 24 Release (v29)
      • Archived Release Notes
        • March 24 Release (v28)
        • Feb 24 Release (v27)
        • Jan 24 Release (v26)
        • Dec 23 Release (v25)
        • Nov 23 Release (v24)
        • Oct 23 Release (v23)
        • Sept 23 Release (v21)
        • Aug 23 Release (v20)
        • Jul 23 Release (v18)
        • Jun 23 Release (v17)
        • May 23 Release (v15)
        • Apr 23 Release (v12)-Hotfix
        • Apr 23 Release (v11)
        • Mar 23 Release (v10)
        • Jan 23 Release (v9)
        • Jan 23 Release (v8)
        • Dec 22 Release (v7)
        • Nov 22 Release (v6)
        • Oct 22 Release (v5)
        • Sep 22 Release (v4)
        • Sep 22 Release (v3)
        • Sep 22 Release (v2)
        • Sep 22 Release (v1)
    • ☁️Wave Embedded
      • March 25 Release (v11)
      • February 25 Release (v10)
      • December 24 Release (v9) - Hotfix
      • November 24 Release (v8)
      • October 24 Release (v7)
      • September 24 Release (v6)
      • August 24 Release (v5)
      • July 24 Release (v4)
      • June 24 Release (v3)
  • HELP & FAQ
    • 💡FAQs
    • ✉️Get Support
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On this page
  • Day to Day Operation
  • Wave for Modifications
  • Regular Modifications
  • Mass Modifications
  • Wave for Analyzing Records
  • Import from Excel
  1. WAVE DATA MANAGEMENT

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.

  1. 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.)

  1. Create new Custom Grids 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 Grid using the only needed records for your planned actions.

Click here to learn about creating a new Grid. (Please open the link in a new tab to avoid losing the page track.)

Quick Tip:

You can create a new Grid by changing an existing Salesforce Grid. Please follow the steps below to do so.

  • Open the Salesforce Grid in the Grids screen.

  • Make the required changes, such as deleting a few rows or columns and applying Filters, Conditions, or Groups.

  • Save the Grid as a new Custom Grid 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 Grid, the screen will prompt you to save it as a new Grid in Wave only, and it will not affect your Salesforce Grid.


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.

  1. Change in records.

  1. If you want to change the Opportunity Owner for a few opportunities, open Salesforce's All Opportunities Grid in the Grid 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.

  2. If you want to change the Parent Account for some accounts, open Salesforce All Accounts grid in the Grid 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.

  1. On-the-go changes.

  1. Suppose you see the All Contacts Grid in the Grids 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.

Last updated 4 months ago

Click 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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Create an activity for the record from the Grid screen
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