# Publish The Matrix You can publish a Matrix to make it accessible directly within Salesforce. Once published, you can add it to a **Salesforce App page**, **Home page**, or **Record page** using the **Lightning App Builder**. ## Publish a Matrix as an App Page Once published, you can add the Matrix to a Salesforce App page and access it directly from your app’s navigation bar. When the Matrix runs, you’ll need to **select the data** you want to view. ### Before You Begin * A Matrix must be created before it appears in the **Lightning App Builder** component list. * Ensure you have the required Salesforce permissions to view and interact with the Matrix. ### Steps to Publish a Matrix {% stepper %} {% step %} **Open Lightning App Builder** * In Salesforce, go to **Setup → Lightning App Builder**. * Click **New** to create a new Lightning page. * Select **App Page** as the page type, then click **Next**.

{% endstep %} {% step %} **Set Page Details** * Enter a **Label** for your page (for example, *Matrix Dashboard*), then click **Next**. * Choose a **page template** (such as *One Region* or *Two Regions*), then click **Finish**.

{% endstep %} {% step %} **Add the Valorx Matrix Component** * In the **Components** panel, search for **Valorx Matrix**. * Drag and drop the **Valorx Matrix** component into the desired region. * From the **Valorx Matrix** dropdown, select the Matrix you want to display. * Adjust the **component height** as needed.

{% endstep %} {% step %} **Save and Activate** * Click **Save**, then click **Activate** to assign the page to users or apps. * Once activated, the Matrix becomes available within Salesforce for users to access and run.

{% endstep %} {% endstepper %} ### After Publishing Once the Matrix App Page is activated, you can make it available as a tab in the **Sales app** (or any other Salesforce app). {% stepper %} {% step %} **Personalize the Navigation Bar** * In Salesforce, click the **pencil icon** in the top-right corner to **Personalize your nav bar**. * In the **Edit App Navigation Items** window, click **Add More Items**.

{% endstep %} {% step %} **Add the Matrix Page** * In the left panel, select **All**. * Search for the **Lightning App Page** you created. * Click the **+** icon next to your page name, then click **Add 1 Nav Item**.

{% endstep %} {% step %} **Save and Access the Matrix Page** * Click **Save** to apply your changes. * From the top navigation bar, click the **More** dropdown and select your newly added **Matrix page**. Your published Matrix now appears as a **tab or page** within the Sales app, ready for users to access and interact with. {% hint style="info" %} To run the Matrix, you’ll need to **select the data** you want to view. {% endhint %}

{% endstep %} {% endstepper %} *** ## Publish a Matrix on a Record Page You can display a Matrix directly on a Salesforce Record Page (for example, Account, Opportunity, or any custom object). The Matrix automatically shows data based on the record. ### **Steps to Add a Matrix to a Record Page** {% stepper %} {% step %} **Open the Record Page** * Open any record (for example, an Account). * Click the **⚙️ gear icon** and select **Edit Page**.

{% endstep %} {% step %} **Add and Configure the Valorx Matrix Component** * In the **Lightning App Builder**, search for **Valorx Matrix** in the **Components** panel. * Drag and drop the **Valorx Matrix** component into the desired section (for example, a new tab or region). * From the **Valorx Matrix** dropdown, select the Matrix you want to display. * Adjust the **component height** if needed.

{% endstep %} {% step %} **Configure and Save** * From the **Valorx Matrix** dropdown, select the Matrix to display. * Adjust the **component height** if needed. * Click **Save**, then click **Activate**. Once activated, the Matrix appears on the record page and automatically displays data related to the record.

{% endstep %} {% endstepper %} #### Notes * You can create multiple pages, each displaying a different Matrix. * To update or replace a Matrix later, open the Lightning App Builder and select a different Matrix from the dropdown.