Wave Browser Extension Installation & Setup
Last updated
Last updated
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.
or
Click to go directly to the Wave Browser Extension page.
On the extension page, click Add to Chrome or Get for Edge.
Confirm by clicking Add Extension in the pop-up.
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.
Click the Valorx Wave extension icon to launch the login screen.
You can log in to Wave Browser Extension using one of the following methods:
Use your Salesforce credentials (your Salesforce login ID and password) to access Wave Browser Extension. Follow these steps:
Click Login with Salesforce on the Wave Browser Extension.
To log in using a Salesforce Sandbox, select the Sandbox checkbox below the button before proceeding. Note: This feature is for software developers and programmers. Otherwise, please avoid using it.
Enter your Salesforce username and password and click Log In.
After successful authentication, you will be redirected to the Wave Browser Extension Home Screen where you can explore features based on your access level.
Community Cloud users can access Wave Browser Extension seamlessly through Experience Cloud. Follow these steps to log in:
Click Login to Experience Cloud.
Enter your organization's Experience Cloud URL in the provided field.
Click the arrow button to proceed.
Enter your Salesforce username and password.
Click Log In.
Upon successful login, you’ll be directed to Wave Browser Extension, where you can explore features based on your access level.
Once installed, Valorx Wave assigns user roles based on permissions:
Click the links above for detailed information.
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. []
Designer: Designers have the same capabilities as Admin Users, except they cannot purchase licenses. []
Standard User: Additional users are assigned as a Standard User roles. []
Subscription Management: Admin Users can manage subscriptions, purchase licenses, and assign them to users. []
