🌊What is Valorx Wave

Know what Valorx Wave is and how it escalates your Salesforce experience.

Last updated 2 months ago

🌊What is Valorx Wave

Know what Valorx Wave is and how it escalates your Salesforce experience.

Available as both a browser extension and embedded inside Salesforce, Valorx Wave is the ultimate user interface to use on the top of Salesforce . It makes the Salesforce experience easy-peasy and lightning-fast (truly faster than Lightning😉).

Valorx Wave provides a spreadsheet-like interface to handle all Salesforce operations, from managing the Sales Pipeline to editing Customer Lists, updating Products and Pricing, or simply managing a list of records for any Salesforce object. It can process unlimited objects and has unlimited record editing capabilities.

It is a productivity enhancement tool built for Salesforce end users and optimizes various operations for all Salesforce user roles. It doesn’t save data locally and guarantees Salesforce’s security and controls. Developers and Admins, too, love its power.

Supported Browsers: Google Chrome and Microsoft Edge .

Why Wave?

Wave for an Organization:

Increased productivity: Since the teams can quickly and easily add, update, and analyze records in Salesforce through a spreadsheet-like interface, it saves around 60% of the time from dealing with software. As a result, they can focus on the actual work.
Accurate insights for top management: Top management gets accurate business analytics as their teams have inserted all data well, and there is no issue related to data integrity.
Leverage your data best with customizable, shareable reports: Salesforce reports and views are great for viewing but limited for editing. Wave allows you to build customizable views that are fully editable in a Google Sheets-like experience. Share these reports with colleagues to level up your team’s productivity.

Wave for an individual:

Fast and error-free imports: Wave drops the need for exports completely. But when you have external data to work with, our intelligent import feature does it best. Wave’s auto-mapping streamlines your import and eliminates the common errors you encounter in other tools.
Stay on task with a to-do list right in your CRM: With Wave Activities, you can build task lists and review them for the day. Create follow-ups, and clone repetitive tasks so you never miss important to-dos. A sticky note system for your CRM, so you can stay up to date without leaving it.

How does it work?

Install the Valorx Wave browser extension.
Once you install the Valorx Wave browser extension in any of your browsers, the four sections (Home, Objects, Records, and Reports) of your Salesforce account will show the Wave Floaty icon on the right side of the screen.
Log in to it using the Salesforce or Valorx credentials from the browser extension or the Wave Floaty icon.
Connect the Salesforce Org with Valorx Wave in a single click.
Add your teams if you wish to, and manage users as required.
Access Valorx Wave from your Salesforce account's Wave Floaty icon or browser extension regularly.
Open Salesforce Object Views and Reports in Valorx Wave and view its records in a Spreadsheet-like interface.
Process Salesforce records in Valorx Wave without even saving them locally. Perform the operations such as:

Create Custom Views based on your priorities to make day-to-day operations easy and proactive. Share the Favourite Custom Views with other team members if required.
Edit the records in an Excel-easy manner as per requirements and save them in Salesforce.
Perform mass edits for a large number of records in a few clicks and save them in Salesforce.
Import (insert, update, upsert) records from Excel sheets, map them with respective fields in a few clicks, review them in an Editable Preview if required, and save them in Salesforce. We call it Smart Import.
Improve the visibility of your records by applying filters, groups, or conditional formatting. This will not change your Salesforce data. It will give you a desired View of data and help you to plan your subsequent actions.
Analyze your Salesforce records as per your granularly specific requirements as and when required. Save the analysis outlook as a View if needed.
Create, view, and edit Tasks and Events in Valorx Wave and save them in Salesforce.
Leverage many other Valorx Wave user interface features and save about 60% of the time from dealing with Salesforce.

Subscription Plans:

We are on a mission of creating the fastest Salesforce experience for everyone. Hence, Valorx Wave offers Free, Standard, and Pro subscriptions for individuals and organizations.

You can download it and use it for free. You can also add your teams and let them use Valorx Wave for free. Please upgrade it for yourself and your teams to leverage more valuable features if required.

Last updated 2 months ago

Supported Browsers: Google Chrome and Microsoft Edge .

Why Wave?

Wave for an Organization:

Increased productivity: Since the teams can quickly and easily add, update, and analyze records in Salesforce through a spreadsheet-like interface, it saves around 60% of the time from dealing with software. As a result, they can focus on the actual work.
Accurate insights for top management: Top management gets accurate business analytics as their teams have inserted all data well, and there is no issue related to data integrity.
Leverage your data best with customizable, shareable reports: Salesforce reports and views are great for viewing but limited for editing. Wave allows you to build customizable views that are fully editable in a Google Sheets-like experience. Share these reports with colleagues to level up your team’s productivity.

Wave for an individual:

Fast and error-free imports: Wave drops the need for exports completely. But when you have external data to work with, our intelligent import feature does it best. Wave’s auto-mapping streamlines your import and eliminates the common errors you encounter in other tools.
Stay on task with a to-do list right in your CRM: With Wave Activities, you can build task lists and review them for the day. Create follow-ups, and clone repetitive tasks so you never miss important to-dos. A sticky note system for your CRM, so you can stay up to date without leaving it.

How does it work?

Install the Valorx Wave browser extension.
Once you install the Valorx Wave browser extension in any of your browsers, the four sections (Home, Objects, Records, and Reports) of your Salesforce account will show the Wave Floaty icon on the right side of the screen.
Log in to it using the Salesforce or Valorx credentials from the browser extension or the Wave Floaty icon.
Connect the Salesforce Org with Valorx Wave in a single click.
Add your teams if you wish to, and manage users as required.
Access Valorx Wave from your Salesforce account's Wave Floaty icon or browser extension regularly.
Open Salesforce Object Views and Reports in Valorx Wave and view its records in a Spreadsheet-like interface.
Process Salesforce records in Valorx Wave without even saving them locally. Perform the operations such as:

Create Custom Views based on your priorities to make day-to-day operations easy and proactive. Share the Favourite Custom Views with other team members if required.
Edit the records in an Excel-easy manner as per requirements and save them in Salesforce.
Perform mass edits for a large number of records in a few clicks and save them in Salesforce.
Import (insert, update, upsert) records from Excel sheets, map them with respective fields in a few clicks, review them in an Editable Preview if required, and save them in Salesforce. We call it Smart Import.
Improve the visibility of your records by applying filters, groups, or conditional formatting. This will not change your Salesforce data. It will give you a desired View of data and help you to plan your subsequent actions.
Analyze your Salesforce records as per your granularly specific requirements as and when required. Save the analysis outlook as a View if needed.
Create, view, and edit Tasks and Events in Valorx Wave and save them in Salesforce.
Leverage many other Valorx Wave user interface features and save about 60% of the time from dealing with Salesforce.

Subscription Plans:

We are on a mission of creating the fastest Salesforce experience for everyone. Hence, Valorx Wave offers Free, Standard, and Pro subscriptions for individuals and organizations.