Matrix Overview

The Matrix feature in Valorx Wave empowers users to connect and display data from multiple Salesforce objects within a single grid. With a familiar, Excel-like interface, users can view and bulk edit data using intuitive grid controls.

Just like Excel pivot tables, Matrix enables:

• Dynamic column groupings with one or multiple dimensions

• Summarization of data at group and sub-group levels

• Easy exploration of complex datasets in a highly visual layout

Whether you're analyzing sales performance or reviewing customer data, Matrix brings powerful data visualization and manipulation right into Salesforce—no spreadsheets required.

Matrix is available in both Wave Extension (browser-based using Chrome or Edge) and Wave Embedded (directly inside Salesforce), offering consistent configuration and runtime experiences with platform-specific navigation.

Key Capabilities

Multi-Object Support: Connect and display data from one or more related Salesforce objects.

• 1-Object Matrix: Forecasting revenue by customer or product.

• 2-Object Matrix: Sales pipeline scheduling by opportunity and product.

• 3-Object Matrix: CPQ scenarios, product pricing models, revenue allocation.

Excel-Like Interface: Use grid tools like filters, sorting, mass editing, and dynamic measures to handle large volumes of Salesforce data with ease.

Feature Highlights:

• Inline Editing with real-time sync to Salesforce

• Conditional Logic and Column Grouping

• Dynamic Column Grouping and Pivoting

• Telescoping Rows and Summarization

• Mass Modifier Actions

• Lookup Support with Sync Filters

• Custom Column Headers, Styling, and Actions

Matrix User Roles

Matrix supports two roles:

• Designer: Can create, configure, and publish Matrices.

• Standard User: Can view and interact with published Matrices in runtime.

• Learn more about roles and permissions [here].

🔐 Field-level visibility and editability are defined at the configuration level and governed by user permissions.

Platform Availability

Visual Guidance by Platform

To support users in both Wave Browser Extension and Wave Embedded, this section offers clear visual references to key Matrix components. Although both platforms share the same core UI, the access points, workspace behavior, and available features may differ. Each screenshot provided is clearly labeled by platform, with annotations where differences exist.

Matrix Configuration Screenshots (Wave Browser Extension & Wave Embedded)

The Matrix Configuration page (also known as the Matrix Wizard) is identical across both platforms in terms of UI structure and layout. However, the method for accessing it varies:

• Wave Extension Users can simply click Create New Matrix on the main dashboard. This immediately launches the Matrix Wizard—there is no separate Matrix tab.

• Wave Embedded Users can:

  • Click Add New and select Matrix, or

  • Navigate directly to the Matrix Wizard tab within the Salesforce interface.

Matrix Runtime Screenshots (Wave Browser Extension & Wave Embedded)

The Matrix Runtime interface—where users interact with live data—is functionally identical across both platforms: Wave Browser Extension and Wave Embedded.

There are no visual or functional differences in the Matrix Runtime itself. The only difference lies in how users launch the runtime:

• Wave Extension: Click Run on the Matrix Card

  

• Wave Embedded: Click Surf the Matrix on the Matrix Card

  

Matrix Launcher / Matrix Screen (Wave Extension Only)

These features are available only in Wave Extension and are designed to enhance flexibility and quick access within the browser extension experience.

• Matrix Screen: A dashboard-style screen displaying all saved matrices. From here, users can easily open, edit, duplicate, or delete matrices.

  
• Matrix Launcher: A productivity feature that allows users to access matrices directly from Salesforce pages. Clicking the button opens the matrix in Wave Extension, enabling faster workflow launches without navigating through the full interface.

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