Wave Embedded Installation & Setup
Wave Embedded brings the power of Valorx Wave directly inside Salesforce, offering a seamless, spreadsheet-like interface without requiring a browser extension. With live data updates and built-in Salesforce integration, Wave Embedded ensures a smooth and efficient data management experience within the platform.
Follow the setup instructions below to configure Wave Embedded and streamline your Salesforce workflow. 🚀
1. Installing Wave Embedded
Access the AppExchange
Click here to go directly to the Valorx Wave listing on AppExchange.
Log in if prompted and ensure your org is connected to your Trailblazer.me account.
Click Get It Now to begin installation.
Choose an Installation Environment
In the Package Install pop-up, select the Connected Salesforce Account where you want to install the app.
Click Install in Production, review the installation details and accept the terms and conditions.
Then, click Confirm and Install.
Sign In and Assign Access
Sign in to your Salesforce org.
Choose who should have access to the app:
Admins Only – Only system administrators can use the app.
All Users (recommended) – Grants access to all users in your org.
Specific Profiles – Assign access to selected user profiles.
Click Install and wait for the installation to complete.
Finalize Installation
Click Done to complete the installation. You’ll be redirected to the Installed Packages screen—confirm the installed version is correct.
Access The Wave Embedded
Open the App Launcher, search for Valorx Wave, and launch the app. 🎉 That’s it! Valorx Wave is now installed and ready to go!
2. Assign Licenses to Users
Salesforce Admins can assign Valorx licenses to users who require access to Wave Embedded features. Follow the steps below to manage license assignments:
Navigate to the Installed Packages
In Salesforce Setup, search for and open Installed Packages.
Locate the Wave Embedded package in the list.
Click Manage Licenses next to the Valorx package.
Manage Licenses in the Package Manager
The Package Manager page will open, displaying an overview of the Valorx package license usage and the users currently assigned.
This window contains two main sections:
Package Details (Top Section)
This section provides essential information about the Wave Embedded package and its integration details:
Package Name: This refers to the name of the package that is being managed within the Salesforce platform.
Status: Displays the current state of the package (e.g., Active, Inactive).
Expiration Date: Shows the date of the current license or subscription is set to expire. After this date, the access or usage of the package might be restricted, or a renewal might be required.
Enable for Platform Integrations: Indicates whether the package is enabled to interact with other integrated Salesforce components.
Publisher: The organization that developed and maintains the package.
Allowed Licenses: The total number of user licenses available for assignment.
Used Licenses: The number of licenses currently assigned to users.
🔘 You may also see a button labeled Enable for Platform Integration Clicking this allows the package to integrate with Salesforce platform features and services.
Licensed Users (Bottom Section)
This section allows you to add or remove user license assignments:
To Add Users:
Click Add Users.
A list of available users will appear.
Select one or more users from the list.
Click Add.
The selected users will now appear under the Selected Users section.
Only users who are listed here will have access to Wave Embedded features in Valorx Wave.
To Remove Users:
Select the user(s) you want to remove.
Click Remove to unassign their license.
Notes
Ensure your organization does not exceed the number of Allowed Licenses.
Only users listed in the Licensed Users section will have access to Wave Embedded features.
License assignment is generally not required in Sandbox Orgs.
Configure Page Layout (One-time)
To ensure the right users have access to Valorx Wave, you need to configure the Valorx Wave User Access field. This is a one-time setup that must be completed by the System Administrator during installation.
Why This is Important
Controlled Access – Grant access only to users who need it.
Seamless Functionality – Ensure features work correctly based on user permissions.
Security & Compliance – Maintain better control over data visibility and modifications.
Steps to Configure User Page Layout
Access the User Object:
Navigate to Salesforce Setup.
Click on Object Manager.
Select User from the list of objects.
Add the Valorx Wave User Access Field:
Click on User Page Layouts.
Open the User Layout.
In the Fields section, find Valorx Wave User Access.
Drag it into the Additional Information section. The section will highlight in green when placed correctly.
Click Save to apply the changes.
Once configured, users will have the appropriate access to Valorx Wave, ensuring smooth functionality and security.
User Roles in Wave Embedded
Wave Embedded has two user roles: Designer and Standard User, each with distinct access and permissions.
Role Overview
Designer – Create Grids, Configure Grids, and Manage Settings.
Standard User – Can access and interact with grids assigned by Designers.
Role Assignment Post Installation
Upon installation, the System Administrator who performs the installation is automatically assigned the Designer role.
Any additional System Administrators are automatically assigned the Standard User role upon accessing the Wave Dashboard, Grid Wizard, or Surf the Wave.
This setup ensures proper access control while maintaining flexibility for administrators to manage roles effectively.
3. Assigning Roles in Wave Embedded
To grant users access to Wave Embedded, assign them the appropriate role in Salesforce. Note: This process must be completed each time a new user is added.
Steps to Assign a Role:
Update User Details
From Setup, enter Users in the Quick Find box and select Users.
Locate and select the user you want to update.
Click Edit to modify the user’s details.
Select A User
Assign Valorx Wave User Access
Find the Valorx Wave User Access, choose the appropriate role:
Designer – Create Grids, Configure Grids, and Manage Settings.
Standard – Can access and interact with grids assigned by Designers.
Click Save to apply the changes.
4. Assigning a Permission Set
Permission Set for Single User
For Wave, a permission set is required to:
Grant users access to Wave features such as the Wave Dashboard, Grid Wizard, and Surf the Wave.
Ensure that both Designers and Standard Users receive the correct level of access based on their role.
Simplify administration by allowing you to assign or revoke access without editing user profiles.
In short, permission sets make it easier and safer to manage who can design, view, or interact with grids in Wave.
Steps to Assign a Permission Set:
Navigate to Users and Select a User:
From Setup, enter Users in the Quick Find box and select Users.
On the All Users page, locate and click the user's Full Name to open their profile.
Edit Permission Set Assignments and Assign the Role:
Scroll down to Permission Set Assignments and click Edit Assignment.
Assign the appropriate permission set:
Valorx Grid Design Studio User (for Designers).
Valorx Grid Runtime User (for Standard Users).
Notes: We recommend that System Administrators are assigned the Designer role to ensure they have full access to create, configure, and manage grids.
Move the selected permission set(s) to Enabled Permission Sets and click Save.
This ensures the user has the necessary permissions for Designers or Standard Users.
Permission Set for Multiple Users
A permission set allows admins to grant access to features without modifying user profiles. Use manage assignment to quickly assign permissions to multiple users at once.
Steps to Assign a Permission Set in Bulk:
Navigate to Permission Sets and Select the Appropriate Role:
From Setup, enter Permission Sets in the Quick Find box and select Permission Sets.
Click Valorx Grid Design Studio User (for Designers) or Valorx Grid Runtime User (for Standard Users).
On the selected permission set page, click Manage Assignments.
Add and Select Users:
Click Add Assignment.
Use the List View to find and select the users you want to assign.
Click Next.
Set Expiration and Confirm Assignment:
Choose an expiration option for the assignment, if needed.
Click Assign to apply the permission sets.
The selected users now have the assigned permission set and the necessary access. ✅
Valorx Wave Embedded Auto Update Policy
To ensure customers always benefit from the latest stability, performance, and security enhancements, Valorx enforces an Auto Update Policy for the Wave Managed Package in accordance with the defined auto update schedule.
Auto Update Schedule
Sandbox Orgs Orgs more than one release behind will be automatically upgraded to the last stable release.
Production Orgs Orgs more than two releases behind will be automatically updates to the last stable release.
Example: If version 15 is the current release, Orgs on version 13 or earlier will be upgraded to version 14. Orgs already on version 14 will not be affected.
WHY THIS IS IMPORTANT
This policy ensures your environment remains on a fully supported version, up to date with:
The latest stability fixes
Improved performance
Critical security patches
Access to the newest features in your Salesforce Grid experience
Support Considerations
Valorx may be unable to provide support for Orgs that are significantly out of date and not aligned with this auto update policy.
Customer Action
No action is required. Updates are applied automatically to keep your environments secure, stable, and aligned with the latest supported release.
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