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  • All about Valorx Wave
  • User Guide
  • What is Valorx Wave?
  • Why Wave?

Wave Documentation

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

Last updated 1 year ago

All about Valorx Wave

User Guide


What is Valorx Wave?

Available as a browser extension, 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:

  • Enhanced productivity: Since the teams can quickly and easily add, update, and analyze records through a spreadsheet-like interface, it saves around 60% of the time for thousands of users dealing with the CRM. As a result, they can focus more 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.


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Complete Wave Documentation
What is Valorx Wave
Terminology
Installation Login & Access
Wave Brief Overview
Home (Wave Dashboard)
Views Screen Features
Reports
Smart Import
Managing Records in Wave
Wave Settings
FAQs
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