# 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. **Estimated setup time:** 15 - 30 minutes. *** ## 1. Installing Wave Embedded {% stepper %} {% step %} **Access the AppExchange** * Click [here](https://appexchange.salesforce.com/appxListingDetail?listingId=26b00a1b-63f2-4b02-b2f9-73bba9429ec7) 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.

{% endstep %} {% step %} **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**.

{% endstep %} {% step %} **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.

{% endstep %} {% step %} **Finalize Installation** Click **Done** to complete the installation. You’ll be redirected to the Installed Packages screen to confirm the installed version is correct.

{% endstep %} {% step %} **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!

{% endstep %} {% endstepper %} {% hint style="info" icon="square-check" %} **Installation Complete** Valorx Wave is now installed. Continue with the steps below to understand user roles, assign licenses, configure page layouts, and set up permissions before users can access the app. {% endhint %} ## User Roles in Wave Embedded Before assigning licenses and setting up users, it's important to understand the two roles available in Wave Embedded. You'll use this information to decide which role each user should receive in the steps that follow.

Role	Permission and Access
Designer	Create Grids, Configure Grids, and Manage Settings. Recommended for System Administrators.
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. To change a user's role later, simply repeat the role assignment steps in Section 4 and update their Valorx Wave User Access field accordingly. *** ## 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: {% stepper %} {% step %} **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.

{% endstep %} {% step %} **Review 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:

{% endstep %} {% endstepper %} ### 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:** 1. Click **Add Users**. 2. A list of available users will appear. 3. Select one or more users from the list. 4. 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. *** ## 3. Grant User Access to Valorx Wave (One-time) To ensure the right users have access to **Valorx Wave**, you need to configure the **Valorx Wave User Access** field to the User page layout. This is a **one-time setup** that must be completed by the **System Administrator** during installation. #### **Steps to Grant User Access** {% stepper %} {% step %} **Access the User Object:** * Go to Salesforce **Setup**. * Navigate to **Object Manager** → **User**.

{% endstep %} {% step %} **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.

{% endstep %} {% endstepper %} #### **Note** If the **Valorx Wave User Access** field is not visible, ensure it has been added to the User Page Layout by an admin. *** ## 4. Assigning Roles in Wave Embedded To grant users access to Wave Embedded, assign them the appropriate role in Salesforce.\ \&#xNAN;***Note:** This process must be completed each time a new user is added.* #### Steps to Assign a Role: {% stepper %} {% step %} **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.

{% endstep %} {% step %} **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.

{% endstep %} {% endstepper %} *** ## **5. Assigning a Permission Set** A permission set is required to grant users access to Wave features such as the Wave Dashboard, Grid Wizard, and Surf the Wave. Permission sets make it easier and safer to manage who can design, view, or interact with grids in Wave without modifying user profiles.

Role	Permission Set to Assign
Designer	Valorx Grid Designer User (Grid Access) Valorx Matrix Designer User (Matrix Access)
Standard User	Valorx Grid Standard User (Grid Access) Valorx Matrix Standard User (Matrix Access)

Role

Permission Set to Assign

Designer

Valorx Grid Designer User (Grid Access)

Valorx Matrix Designer User (Matrix Access)

Standard User

Valorx Grid Standard User (Grid Access)
Valorx Matrix Standard User (Matrix Access)

### **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:** {% stepper %} {% step %} **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.

{% endstep %} {% step %} **Edit Permission Set Assignments and Assign the Role:** * Scroll down to **Permission Set Assignments** and click **Edit Assignment**. * Select the appropriate permission set (see table above). ***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**.

{% endstep %} {% endstepper %} ### **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:** {% stepper %} {% step %} **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**.

{% endstep %} {% step %} **Add and Select Users:** * Click **Add Assignment**. * Use the **List View** to find and select the users you want to assign. * Click **Next**.

{% endstep %} {% step %} **Set Expiration and Confirm Assignment:** * Choose an expiration option for the assignment, if needed. * Click **Assign** to apply the permission sets.

{% endstep %} {% endstepper %} 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. *** ## You're All Set — What's Next? 🚀 Wave Embedded is fully installed and your users have the correct roles and permissions. You're now ready to start building your first grid using the Grid Wizard. {% content-ref url="../../wave-experience/create-a-new-grid/grid-wizard-in-salesforce" %} [grid-wizard-in-salesforce](https://docs.valorx.com/valorx-wave/wave-experience/create-a-new-grid/grid-wizard-in-salesforce) {% endcontent-ref %}