# Wave Browser Extension Installation & Setup

Wave in Browser enhances your workflow by providing a powerful, spreadsheet-like interface through a **Chrome or Edge extension**. This setup allows you to interact with Salesforce data effortlessly outside the platform, making bulk edits, updates, and analysis faster and more efficient.

To get started, follow the installation steps below to set up Wave in Browser and unlock a smoother, more productive Salesforce experience.

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## Prerequisites

* [**Salesforce account**](https://login.salesforce.com/)
* [**Google Chrome**](https://www.google.com.my/chrome/) or [**Microsoft Edge**](https://www.microsoft.com/en-us/edge/download)

## Install the **Wave Browser Extension**

Click [**here**](https://chromewebstore.google.com/detail/valorx-wave-for-salesforc/ihnfcoeldnfmhlcbimlfncenknbbfibf) to go directly to the **Wave Browser Extension** page.

1. On the extension page, click **Add to Chrome** or **Get for Edge**.
2. Confirm by clicking **Add Extension** in the pop-up.
3. Once installed, a prompt will appear to **pin the extension** for easy access:
   * **Pinned**: The extension icon appears in the browser’s title bar.
   * **Not pinned**: Access it from the browser’s **Extensions Menu**.
4. Click the **Valorx Wave extension icon** to launch the login screen.

<figure><img src="https://2237973035-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F65f4C4H8V5e0YV342mwp%2Fuploads%2F6oSGGhCYyN6UUJ42YgP7%2FInstall%20Wave%20Extension.gif?alt=media&#x26;token=d233c7c0-4665-4e56-9ff1-a24f144c8bc7" alt=""><figcaption><p>Installing the Wave Browser Extension</p></figcaption></figure>

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## Configure Salesforce for Valorx Wave Connected App

To ensure Wave users can seamlessly access and use Wave without authentication issues, the Valorx Connected App must be properly configured in Salesforce.

Salesforce has recently enforced a restriction on the use of uninstalled connected apps. This means:

* New users attempting to access uninstalled apps will be blocked.
* Uninstalled apps using the OAuth 2.0 device flow will be blocked, even if users had previously authorized them.

If access is blocked, you may encounter an error message:

<figure><img src="https://2237973035-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F65f4C4H8V5e0YV342mwp%2Fuploads%2FZezuxb2Qhc0C5PHWleDj%2FOAuth%20Error%20Wave.png?alt=media&#x26;token=4445b188-70a8-47b5-a914-cb2021bb8d0f" alt=""><figcaption></figcaption></figure>

### Important Notes for Wave Browser  Extension Users

* The Wave Extension does not include a package installation step, so the app name will not appear in the Connected App list by default.
* A **Salesforce System Administrator** must first log in to Wave using Salesforce. Once this is done, the app will be listed under Connected Apps in Salesforce.

### Resolution: Install the Valorx Connected App

1. A **Salesforce System Administrator** must first log in to **Wave** using Salesforce.\
   Once this is done, the Valorx Wave app will appear under **Connected Apps** in Salesforce.
2. In Salesforce, go to **Setup**.
3. Search for and select **Connected Apps OAuth Usage**.
4. Locate the **Valorx Wave** under **Connected App** lis&#x74;**.**
5. Click **Install**.
6. On the installation page, click **Install** again.
7. Once installation is complete, Salesforce opens the **Connected App: Valorx Wave** page.

> **Note:** This setup is **org-specific**. If you are using multiple Salesforce orgs with Wave, repeat these steps for each org.

<figure><img src="https://2237973035-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F65f4C4H8V5e0YV342mwp%2Fuploads%2FNfiI9klv0VK007DlwVcZ%2FWave%20Install%20Connected%20App.gif?alt=media&#x26;token=dd9feeae-412a-48b6-b5c4-fd2fe95d396e" alt=""><figcaption></figcaption></figure>

#### If Valorx Wave Does Not Appear in the List

If you **do not see “Valorx Wave”** listed under *Connected Apps OAuth Usage*, follow the steps below:

1. Log in to Wave Browser Extension as a **Salesforce System Administrator**.
2. Once the connection is successful, go back to **Salesforce Setup** → **Connected Apps OAuth Usage**.
3. You should now see **Valorx Wave** in the list, ready for installation.

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## Accessing Wave Browser Extension

You can log in to Wave Browser Extension using one of the following methods:

### **Log in with Salesforce**

Use your **Salesforce credentials** (your Salesforce login ID and password) to access Wave Browser Extension. Follow these steps:

1. Click **Login with Salesforce** on the Wave Browser Extension.
2. To log in using a **Salesforce Sandbox**, select the **Sandbox** checkbox below the button before proceeding. \
   \&#xNAN;***Note:** This feature is for software developers and programmers. Otherwise, **please avoid using it.***
3. Enter your **Salesforce username and password** and click **Log In**.
4. After successful authentication, you will be redirected to the **Wave Browser Extension Home Screen** where you can explore features based on your access level.

<figure><img src="https://2237973035-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F65f4C4H8V5e0YV342mwp%2Fuploads%2FFx9TiXe6nEdarJW4ff8t%2FLogin%20with%20Salesforce%20WE.gif?alt=media&#x26;token=db51f63b-9b63-4a44-b4ba-7a89df237ada" alt=""><figcaption><p>Log in with Salesforce</p></figcaption></figure>

### **Log in via Experience Cloud**

Community Cloud users can access Wave Browser Extension seamlessly through **Experience Cloud**. Follow these steps to log in:

1. Click **Login to Experience Cloud**.
2. Enter your organization's **Experience Cloud URL** in the provided field.
3. Click the **arrow button** to proceed.
4. Enter your **Salesforce username and password**.
5. Click **Log In**.
6. Upon successful login, you’ll be directed to Wave Browser Extension, where you can explore features based on your access level.

<figure><img src="https://2237973035-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F65f4C4H8V5e0YV342mwp%2Fuploads%2FBQRq5fRuXz6iD19q370W%2FLogin%20with%20Cloud%20Experience%20WE.gif?alt=media&#x26;token=e05f134f-bdd5-4198-bb29-d1fd61d027eb" alt=""><figcaption><p>Log in via Experience Cloud</p></figcaption></figure>

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## User Roles and Subscription Management

Once installed, Valorx Wave assigns user roles based on permissions:

* **Admin User**: The first person to connect a Salesforce Org becomes an Admin User with a free subscription. Admin Users can manage subscriptions, purchase licenses, and assign them to users. \[[Learn more](https://docs.valorx.com/valorx-wave/settings/settings-screen#user-roles-admin-user-and-standard-user)]
* **Designer**: Designers have the same capabilities as Admin Users, except they cannot purchase licenses. \[[Learn more](https://docs.valorx.com/valorx-wave/settings/settings-screen#user-roles-admin-user-and-standard-user)]
* **Standard User**: Additional users are assigned as a Standard User roles. \[[Learn more](https://docs.valorx.com/valorx-wave/settings/settings-screen#user-roles-admin-user-and-standard-user)]
* **Subscription Management**: Admin Users can manage subscriptions, purchase licenses, and assign them to users. \[[Learn more](https://docs.valorx.com/valorx-wave/settings/settings-screen#subscription)]

Click the links above for detailed information.