The Maps feature is an essential second step that users will take when creating the Valorx Fusion App. After selecting the desired objects, the next task is to determine where and how these selected items will be displayed within the App.
There are two main types of Maps available: Grid Map and Form Map. These can be created based on the specific requirements of the App. Grid Map is ideal for displaying data in a tabular format, while Form Map is used to present data in a structured form.
To begin this process, open an app in Design Studio and select Maps. This will initiate the mapping process, allowing users to set up how the selected objects will be presented and interacted with in the Valorx Fusion App.
Now Maps window will open, presenting you with the option of choosing between Grid Map and Form Map. Based on your specific needs and preferences, you can make the appropriate selection. If you require a tabular view of the data, opt for the Grid Map. On the other hand, if you prefer a more structured and organized display, go for the Form Map.
The Grid Map in Valorx Fusion App functions similarly to a table in Excel, making it an ideal choice for displaying extensive data sets. When dealing with large volumes of data, the Grid Map proves to be the most effective and efficient way to showcase information.
For example, in the context of Product and Pricing for Commerce Cloud, a Grid Map is employed to present all the Product records retrieved from the CRM (Customer Relationship Management) system. This layout allows users to easily view and analyze the product-related data in a structured and organized manner, akin to viewing data in a spreadsheet.
By using the Grid Map, users can quickly navigate through numerous records, efficiently manage product details, and gain valuable insights without feeling overwhelmed by the sheer volume of information. Its tabular format is well-suited for handling substantial datasets and simplifies data exploration and analysis in the Valorx Fusion App.
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As the name suggests, Form Map is suitable perfectly for any single record. Let's say you want an App that allows the user to pick a single Account and its related Contacts. From the section above, we know a Grid Map is needed for the Contacts because there can be multiple Contacts in an Account.
Account, however, will always have only one record by design. This is where Form Map comes into rescue. It can display the Account in a form layout that is more natural for the users to navigate.
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Settings section of the Valorx Fusion Ribbon is an essential tool for users who wants to configure their Valorx Fusion settings according to their requirements. One important area within this section relates to Maps (Grid and Form Maps), where users can access vital information about how to customize the color of maps. With these settings, users can easily tailor the visual aspects of their maps to their liking, ensuring that their data visualization is as clear as possible.
Please follow under Valorx Fusion Settings to know more about the Map Settings.
Form Map is perfect fit for any single record. This is used to display small data which can be viewed in the form of a letter. Let's show you how a Form Map is created.
Click Maps from Valorx Fusion Ribbon, and Maps windows will open which will have Grid Map or Form Map. Select New Form Map.
Configure Form Map window will open when we select New Form Map where Users can select the object and configure the map. Select the Object from the drop-down and all the fields will be displayed.
Mapping Fields: Fields from Form Map are mapped by dragging and dropping a field onto an Excel cell.
By default, a mapped field will be marked as Display and Save. You can uncheck them based on your needs.
Users can also map multiple fields at the same time by selecting multiple fields and drag them to Excel.
The layout is controlled in the Map Properties.
Shortcut to add Fields: Forgot to select a field you need? You don't need to go back to Data Modeling. You can add more fields from here.
On the lower left of the Form Map window, you can find Display Options that let you fine tune how a Form Map operates in Runtime.
General: Form Map contains General, Border and Color and Security sections just like our Grid Map. Let's discuss them in detail.
AutoFit Columns: Autofit will be applied to the Grid Map's columns after data is displayed and Minimum Width makes sure the columns do not get too narrow.
View Gridlines: Display Excel gridlines.
Excel Named Range Usage: Control how the mapped fields are named in Excel named range.
Border and Color: Border, header's fill color, and header's font color are auto applied based on the setting here.
Security: Worksheet Protection based on Field Metadata through which user can protect the worksheet at Map level, and user can also identify their access level. Designers can protect the worksheet by providing a password. Users can change or select the color for the Read Only or No Access to make it easy to identify the access level.
Save Options: Save Options, we can control how the records are saved.
Batch Size : Records will be sent to your CRM in batches. The number of records per batch is controlled here.
Partial Commit: Enable partial records to be saved even if some of the records in the same batch failed.
Concurrency Detection: This feature helps when more than one user is working on the same record and prevents overwriting the data by the first user and triggers a summary message to the second user stating that the record has failed and also displays other details. Users should enable the "Concurrency Detection" from Save Options
Disable Fast Save: Save operation will process Salesforce calls sequentially when Fast Save option is disabled.
Process blank values during save: Insert blank rows as records.
Save Conditions: Conditions can be configured here to control what records get saved in Runtime. Records that do not match the condition will not be processed.
Include Field Name in Comments: Insert Excel comments with the mapped field's name.
A Grid Map works like a table in Excel, making it ideal for handling and displaying large volumes of data. Designers can create Grid Maps with powerful filtering, customization, and runtime options.
There are two modes available when creating a Grid Map:
Basic Mode offers the same foundational Grid Map setup without Grid Functions. It’s useful for quick, lightweight configurations.
Advanced Mode offers all the capabilities of Grid Map, including enhanced data control, runtime flexibility, and advanced grid functions.
Object: Choose the object defined in Data Modeling. The Grid Map will be based on this object.
Name: Provide or edit the Map name.
Start Location:
In Advanced Mode, Designers can use Grid Functions to enhance how the Grid Map behaves in runtime. There are three key features:
Add a Save Group
Save groups allow fields to be saved in different batches.
Useful when certain fields should be saved later or separately from others.
Visual Indicators
A green “P” appears next to a Map name if preloading is enabled.
A green tick shows next to the Preload Grid Options button when configured.
Resync Preloaded Grid Data
Use Resync to refresh the grid with the latest data without saving the entire Map.
Preloading is triggered when:
Fields are added or removed
Field Configuration defines how data fields appear and behave in your Grid Map. Designers can choose which fields to display, how they should be saved back to CRM, and adjust their layout in Excel.
Add extra fields directly from the Grid Map setup window without going back to Data Modeling.
This is useful when:
You forgot to include a field during Data Modeling.
You want to quickly add a new field for testing or runtime use.
Control how each field behaves in the Grid Map by choosing whether it should display data, save data, or both. The fields location is shown at the Location column.
Display + Save
Data is retrieved from CRM and shown in the Grid Map.
Any updates made in Excel are saved back to CRM.
Rearrange the sequence of fields by dragging and dropping them into the desired order. This helps organize the Grid Map layout according to your preferences.
Insert a standard Excel column that isn’t mapped to any field. Spacer columns are useful for adding formulas, calculations, or simply creating extra space in runtime.
Displays the API name of the field, making it easier to identify and reference fields consistently across the Grid Map.
Shows the specific column in the workbook where the field is mapped. This helps Designers quickly trace data placement within Excel.
Displays the field’s data type (e.g., Text, Number, Date). Knowing the data type ensures proper formatting and usage in runtime.
Allows Designers to configure additional settings for the field. For example, you can apply Excel-style conditional formatting to highlight values dynamically.
There are two options available:
Configure – Set up field-specific rules or conditions.
Color Bar – Apply a color bar to visually represent field values.
Click the settings icon next to it to access Field Options.
Specifies a default value to display in the field when the Grid Map is first loaded. This is useful for pre-populating common or expected entries.
Lets Designers hide the field in Excel while keeping it mapped in the background. This helps declutter the sheet while retaining field logic and functionality.
Designers can preview how the Grid Map will look in Excel before saving and closing the configuration. Use this option to validate field arrangements and display settings, without committing changes.
On the lower left of the Grid Map window, you can find Display Options that let you fine tune how a Grid Map operates in Runtime. Display Options has five different options like General, Border and Cor, Pivot, Sort and Security. Designers can just hover the Display Options to see what are the selections made in these five options.
General: In this we will find the information like columns, width, height. General is the first option on Display Options. Select General and below window will open.
AutoFit Columns - Autofit will be applied to the Grid Map's columns after data is displayed and Minimum Width makes sure the columns do not get too narrow.
Autofit Rows - Wrap text and autofit row after data is displayed. Cannot be used together with Autofit Columns.
Set Row Height - Fix the row height after data is displayed.
Border and Color: Border, header's fill color, and header's font color are auto applied based on the setting here.
Pivot: Enabling this feature auto creates a Pivot and Chart in Runtime after the data is displayed.
Sort: Sort displayed data with the fields configured here.
Security: Worksheet Protection based on Field Metadata through which user can protect the worksheet at Map level, and user can also identify their access level. Designers can protect the worksheet by providing a password. Users can change or select the color for the Read Only or No Access to make it easy to identify the access level.
Save Options provide a granular control over the save operation in Runtime. This option is available on the bottom of the Map. Click on Save Options and below window will open. Users can provide multiple save options with multiple filters.
Let us have a look at the options available in Save Options.
Batch Size: Records will be sent to your CRM in batches. The number of records per batch is controlled here.
Partial Commit: Enable partial records to be saved even if some of the records in the same batch failed.
Concurrency Detection: This feature helps when more than one user is working on the same record and prevents overwriting the data by the first user and triggers a summary message to the second user stating that the record has failed and also displays other details. Users should enable the "Concurrency Detection" from Save Options
This feature will detect if more than 1 user try to modify the same data on same records. It will warn the subsequent user than the first user made a change to the record after subsequent user has retrieved the data. System would stop the subsequent user from overwriting the first users changes.
Disable Fast Save: Save operation will process Salesforce calls sequentially when this Fast Save option is disabled.
Process blank values during save: Insert blank rows as records.
Cell Location: Specify where the first column should start (e.g., B5).
Reorder Multiple Fields
Enables rearranging several fields at once.
Simplifies bulk field organization compared to moving them one by one.
Preload Grid Options
Improves performance by preloading data or blank rows before runtime.
There are two ways to configure the number of rows to preload:
Static Record Count
Preload a fixed number of blank rows (e.g., 10, 50, 100).
Record Based on Query
Preload records from an existing query.
Only queries from the same object as the Grid Map are available.
Clear Configuration
Removes all preloaded rows and indicators.
This option is only available if either Static Record Count or Record Based on Query is selected.
Fields are rearranged
Preload Grid Options are updated
Data is shown in the Grid Map but cannot be saved back.
Save Only
Data is not displayed but values entered in Excel are saved back to CRM.
Unmap (Advanced Mode Only)
The field is excluded from the Grid Map.
The sheet location is removed to indicate it isn’t mapped.
Enable AutoFilter - Automatically apply Excel Filter to the Grid Map.
View Gridlines - Display Excel gridlines.
Excel Named Range Usage - Control how the mapped fields are named in Excel named range.
Include Field Name in Comments - Insert Excel comments with the mapped field's name.
Do not allow the insertion of records - Disable Insert Row in Toolbox during Runtime.
Do not allow deletion of records - Disable Delete Row in Toolbox during Runtime.
Allow adding dynamic columns (runtime mode) - Enable Customize Grids in Runtime.
Save Conditions: Conditions can be configured here to control what records get saved in Runtime. Records that do not match the condition will not be processed.
