Wave Embedded Installation & Setup
Last updated
Last updated
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. 🚀
Access the AppExchange
Click 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!
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.
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.
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.
Wave Embedded has two user roles: Designer and Standard User, each with distinct access and permissions.
Designer – Create Grids, Configure Grids, and Manage Settings.
Standard User – Can access and interact with grids assigned by Designers.
Upon installation, the first System Administrator automatically receives 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.
Any System Administrators who install the package are automatically assigned the Designer role.
Note: Only a System Administrator can manually assign themselves or other users as Designer or Standard User within Wave Embedded.
This setup ensures proper access control while maintaining flexibility for administrators to manage roles effectively. 🚀
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.
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.
Assign Valorx Wave User Access
Scroll to the Valorx Fields section.
Under 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.
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).
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.
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.
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. ✅
A permission set is a collection of settings and permissions that grant users access to specific features without modifying their profiles. It is the recommended approach for managing user permissions. .
