🔳Matrix Screen

Matrix Overview

The Matrix feature enables users to connect and display data from multiple Salesforce objects within a single grid. With an Excel-like interface, it allows users to view and bulk edit data using grid-like capabilities. Matrix supports data summarization at group and sub-group levels and provides dynamic column grouping with one or multiple dimensions.

Matrix designers or admins can create new matrices, while standard users can run these matrices and make changes to Salesforce data in the unique visualization experience.

Salesforce users can monitor monthly sales data by product category or region, manage complex quoting across locations or period, forecasting, demand planning and so much more using the Matrix feature.

The Valorx Matrix feature enables users to connect and display data from multiple Salesforce objects within a single grid. You can create a matrix using the following options:

• 3-Object Matrix: For Quoting and Sales Forecasting, Pricebook Management

• 2-Object Matrix: For Opportunity and Forecasting Schedules

• 1-Object Matrix: For Forecasting using Fact tables across customers

Excel-Like Interface for Matrix Management

Effortlessly view and bulk edit your Matrix data using an interface similar to Excel. Take advantage of numerous productivity features to efficiently manage forecasts, schedules, and any Matrix:

• Data Aggregation

• Telescoping

• Column Grouping

• Mass Modifiers

• Dynamic Measures

• Sort

• Conditional Formatting

Valorx Matrix User Roles

The Valorx Matrix feature includes two user roles: Admin/Designer and Standard.

• Admin/Designer Role: Admin or Designers have the ability to create new matrices, manage data rendering, and customize the selection experience for users.

• Standard Role: Standard users can run existing matrices and interact with Salesforce data through the Matrix’s unique visualization, making updates directly within the interface.

Note: Learn more about roles and permissions [here].

Matrix Screen

The Matrix Screen presents an overview of recent matrices and allows users to create a new matrix. It is also showing your recent record selection to easily open your matrix with your previously used dataset. Users can search, edit and run different matrices from the home screen.

First-Time Users

If no matrices exist, users will see a "Get Started with Your First Matrix" message, prompting them to create their first matrix.

Key Components of the Matrix Home Screen

1. Search Bar – Located at the top, allowing users to search for existing matrices.

2. Recent – Displays the most recently run or edited matrices for quick access.

3. Create New Matrix Button – This button allows Designer and Admin to create a new matrix. Clicking it redirects to the matrix designer page.

Matrix Cards

Each matrix appears as a card containing key details:

• Matrix Title – The name of the matrix.

• More Options (⋯) – Available for Designers, allowing them to:

  • Manage Access by assigning user permissions.

  • Delete the matrix.

  • View the matrix owner (creator).

• Matrix Structure – Displays:

  • Row (Y-Axis) – Object selected for rows.

  • Column (X-Axis) – Object selected for columns.

  • Data – Object used for matrix calculations.

• Matrix Actions

  • Recent Button – If the matrix has been run before, this button shows a dropdown of previously selected records.

  • Run and Edit Buttons – Available for Designers and Admins to modify the matrix.

  • Edit Button – To run or execute the matrix.

Accessing Matrix – Start with a 30-Day Free Trial

To use Matrix, a paid license is required. But good news! 🎉 Before committing, you can explore everything Matrix has to offer with a 30-day free trial.

Here’s how to start your trial:

• ✅ Navigate to the Matrix section.

• ✅ Click the Start Matrix Trial button.

• ✅ Your 30-day countdown will begin immediately, giving you full access to Matrix features during the trial period.

After the trial ends, you’ll need to purchase a Matrix license to continue using Matrix. Don’t worry — we'll guide Admin users with easy options like Contact Sales and Buy Now under the Subscription section to make the purchase simple!