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Matrix Launcher

The Matrix Launcher managed package provides users with a seamless way to launch Matrix from within Salesforce. Matrix is currently offered as a browser extension, and this managed package allows Designers to configure a button and associate the correct Matrix to be launched.

Note: This managed package is not available on AppExchange and can be downloaded from this link.

Prerequisites

Ensure that the Valorx Wave extension is installed in your browser.

If the Valorx Wave extension is not installed, complete the installation before proceeding with the setup of the Matrix Launcher.

Setup Instructions for Matrix Launcher Managed Package

Follow the steps below to set up the Matrix Launcher from Salesforce:

  1. Log in to your Salesforce Org using an Administrator account.

  2. Install the Matrix Launcher Managed Package:

    • Click here to download and install the Matrix Launcher.

    • Choose one of the installation options:

      • Install for All Users: Recommended if all users need access to the Matrix Launcher.

      • Install for Admins Only: Restrict access to administrators only.

  3. Acknowledge Terms and Conditions:

    • Select the necessary options to acknowledge the terms, then click the Install button.

  4. Check Installation Status:

    • If the installation takes a few minutes, wait for it to complete. You can verify the installation by checking the Installed Packages section in the Setup Menu.

How to Use the Matrix Launcher

After successfully installing the Matrix Launcher package, follow these steps to set it up and use it within Salesforce.

Step 1: Connect the Browser Extension to Your Salesforce Org

  1. Open the Valorx Wave browser extension.

  2. Click the Login with Salesforce button and enter your Salesforce credentials.

  3. Once logged in, you will be directed to the Valorx Wave Extension Dashboard screen. Navigate to the Matrix tab.

Step 2: Configure the Matrix into the Extension

  1. To retrieve the Matrix ID, you need to first open and run the Matrix in the browser extension. Once the Matrix is executed, the Matrix ID will be visible in the URL, which you can then use for further configuration. Note: If you don’t have any Matrix created yet, you’ll need to create one to obtain the Matrix ID. Refer to this guide for instructions on creating a new Matrix.

  2. Note down this Matrix ID, as it will be used for further configuration in Salesforce.

Step 3: Matrix Launcher Configuration in Salesforce

  1. Open your Salesforce Org and search for Matrix Launcher Config in the App Launcher.

  2. Select Matrix Launcher Config to open the configuration object.

  3. Click the New button to create a new configuration record.

  4. Fill in the following details:

    • Matrix Name: Provide a meaningful name for the Matrix (e.g., “Sales Data Matrix”). This will be referenced in button configurations.

    • Matrix ID: Enter the Matrix ID you copied from the extension URL (e.g., 156).

    • Matrix Type: Select the appropriate type based on the configuration within the Valorx Wave browser extension. Note: Ensure the Matrix Name is kept handy as it will be used during the button configuration step

  5. By default, the Environment is set to Production. You can change it to Staging if necessary. Then click on the Save button.

Configure the Detail Page Button

To launch a Matrix directly from a Salesforce object (e.g., Contact or Account), you need to create a custom button. Follow these steps to configure a detail page button:

  1. Create a New Button on the Salesforce Object

    • Navigate to Object Manager and select the Opportunity object. (If you're using a different object, select that specific object instead.)

    • Click on Buttons, Links, and Actions from the left panel.

    • Click the New Button or Link button.

  2. Configure the Button

    • Provide a name for your button (e.g., "Launch Matrix").

    • Choose Detail Page Button as the display type.

    • In the Text Area box, paste the following URL:

      /apex/valorxwave__LaunchMatrix?matrixName=Account Contact&FirstContextId={!Contact.Id}&SecondContextId={!Account.Id}

    • Replace the matrixName parameter with the appropriate Matrix Name you configured in Step 3 (e.g., "Account Contact").

    • Modify the FirstContextId and SecondContextId parameters based on the objects being used:

      • FirstContextId: This is the ID of the main object (e.g., {!Contact.Id}).

      • SecondContextId: Optional parameter for additional context (e.g., {!Account.Id}).

    • Then, click on the Save button. Note: Ensure the matrixName parameter is filled in correctly, as it is mandatory.

  3. Add the Button to the Object Page Layout

    • Go to the Page Layouts section for the selected object.

    • Choose the page layout you want to modify and click on it.

    • Click on the Mobile and Lightning Actions tab.

    • Drag and drop the newly created button (Launch Matrix) into the Salesforce Mobile and Lightning Experience Actions section.

    • Save the layout changes.

  4. Test the Button

    • Navigate to the object record (e.g., a Opportunity record) where the button has been added.

    • Click on the new Launch Matrix button.

    Note: If you don’t see the button, check if Dynamic Forms are enabled for your Salesforce org. If so, follow the additional steps below to add the button.

  5. Allow Pop-ups (if required)

    • If a pop-up blocker prevents the Matrix from launching, click the Allow pop-ups and redirects option at the top right of your browser’s URL bar.

    • Click Done, reload the page, and try clicking the button again.

Additional Steps

To finalize the button configuration:

  1. Edit the Record Page Navigate to the Record page, click on the Setup icon, and select Edit Page.

  2. Add the Custom Button Select the Highlight Panel, then click on the Add Action button.

  3. Select the Custom Button In the Custom Button section, locate and select the newly created button. Click Done and save your changes.

  4. Now, you should be able to see and use your custom button on the Record page.

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