# 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**.

<figure><img src="/files/Lz9NoqHx5kuerppuqiOE" alt=""><figcaption><p>Open Lightning App Builder</p></figcaption></figure>
{% 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**.

<figure><img src="/files/dIHIRs5e0IDZhiM1eFQD" alt=""><figcaption><p>Set Page Details</p></figcaption></figure>
{% 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.

<figure><img src="/files/2lwd1nX9lNXRhOVuTMaw" alt=""><figcaption><p>Add the Valorx Matrix Component</p></figcaption></figure>
{% 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.

<figure><img src="/files/v4u1ytTvRHBCgcM7sH4Z" alt=""><figcaption><p>Save and Activate</p></figcaption></figure>
{% 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**.

<figure><img src="/files/owQMYH8ciXQ7uI1GDaMB" alt=""><figcaption><p>Personalize the Navigation Bar</p></figcaption></figure>
{% 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**.

<figure><img src="/files/1892e96H1blBT1d6OuzW" alt=""><figcaption><p>Add the Matrix Page</p></figcaption></figure>
{% 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.&#x20;

{% hint style="info" %}
To run the Matrix, you’ll need to **select the data** you want to view.
{% endhint %}

<figure><img src="/files/rxjXemiexTPGPRDf5Mka" alt=""><figcaption><p>Save and Access the Matrix Page</p></figcaption></figure>
{% 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**.

<figure><img src="/files/BWkZfcpEfalsdc3scVKH" alt=""><figcaption><p>Open the Record Page</p></figcaption></figure>
{% 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.

<figure><img src="/files/JN4C8oDObJVCKSO2Mtar" alt=""><figcaption><p>Add and Configure the Valorx Matrix Component</p></figcaption></figure>
{% 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.

<figure><img src="/files/JhekwTsoI4yf8ifTAX5n" alt=""><figcaption><p>Configure and Save</p></figcaption></figure>
{% 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.


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