Publish The Matrix

Learn how to make a Matrix available in Salesforce pages and add it to an App, Home, or Record page using Wave Embedded.

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

1

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.

Open Lightning App Builder

2

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.

Set Page Details

3

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.

Add the Valorx Matrix Component

4

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.

Save and Activate

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).

1

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.

Personalize the Navigation Bar

2

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.

Add the Matrix Page

3

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.

To run the Matrix, you’ll need to select the data you want to view.

Save and Access the Matrix Page

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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

1

Open the Record Page

• Open any record (for example, an Account).

• Click the ⚙️ gear icon and select Edit Page.

Open the Record Page

2

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.

Add and Configure the Valorx Matrix Component

3

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.

Configure and Save

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.