June 26 Release (v22)
Wave v22 introduces 360 Snap as its headline feature, bringing the full Salesforce record experience directly into the Wave Grid and Matrix Y-Axis view details, work across related lists, and edit records without ever leaving the grid. Alongside 360 Snap, this release delivers a wide range of enhancements across the Grid and Matrix to give users and designers more flexibility and control.
Release Highlights 🎉
360 Snap
How many times has your team had to open a separate tab, navigate away, or switch context just to get the full picture of a record? That's time lost and focus broken.
360 Viewer ends that. Now, every record in your Wave Grid is a single click away from showing you everything you need: the full record details, related lists, and the ability to make changes all within a clean, structured panel that sits right inside your grid.
No tab switching. No navigation. No lost context.
What is 360 Viewer?
360 Snap gives every user in your organization a complete, contextual view of any Salesforce record directly inside the Wave Grid and Matrix. Click on a record or a related lookup field, and a 360 View panel opens instantly, showing:
The record's key details
All the header fields you care about, laid out cleanly. No scrolling through a full Salesforce page.
All the related lists in one place
See Opportunities, Cases, Contacts, or any related data organized in tabs on the left, with the full grid experience on the right.
Editable, right where you are
Make changes to record fields or related list data without navigating away. Save with confidence using the same familiar Save Changes workflow.
Why It Matters?
Your team works in the grid because it's fast, structured, and powerful. 360 Viewer extends that power so users never have to leave to get the context they need.
Open a record → wait for Salesforce to load → find the related list → navigate back → lose your place in the grid.
Click once → see everything → edit what you need → save → stay in the grid.
Snap in Matrix
360 Viewer is also supported on the Matrix Y-Axis, bringing the same full record experience to your matrix grids.
Ready to set it up? See the 360 Snap Documentation for a full configuration guide.
Slim & Sleek Toolbar
The Toolbar has been redesigned to be slimmer and sleeker across both Grids and Matrices. Designers now have granular control over which toolbar items are visible at runtime and how they are displayed (icon only, or icon with label).
Grid Updates ✨
Wave Grid Read-Only
A new Wave Grid Read-Only setting is available under Grid Controls in the Permissions tab. When enabled, the grid becomes fully read-only, allowing users to view records, select single or multiple rows, and run supported actions without the ability to edit grid data.
The following example shows the Grid Read-Only setting. The All Contacts grid allows users to make changes, whereas the Latest Contact grid is set to Grid Read-Only and cannot be edited.
Wave Dynamic Grid
Admins and Designers can configure a Wave Grid to render dynamically based on a JSON configuration stored on a parent record, allowing a single grid to adapt its columns, field access rules, and layout per record. Fields can be set as mandatory, read-only, or read/write. The field configuration also supports a backgroundColor property to define a background color per field.
Find out more about Wave Dynamic Grid.
Date and DateTime Support in Formula Fields
Formula Fields now support Date and DateTime as return types, in addition to the existing Number and Text types. A new set of date-specific functions is available, allowing Designers and Standard Users to create calculated date columns such as days until close, contract duration, or deadline status directly in the Wave grid.
What's New at a Glance
New return types
Date, DateTime, added alongside String, Number, Boolean, Currency
now()
Returns the current date and time
dateDiff(d1, d2, unit)
Difference between two dates in days, weeks, months, or years
dateAdd(date, n, unit)
Adds or subtracts days, weeks, months, or years from a date
date(y, m, d)
Constructs a date from year, month, and day integers
year() / month() / day()
Extracts individual components from any date field
formatDate(date, fmt)
Returns a date as a formatted display string
Note
Time components are not supported when the output type is Date. Any DateTime input will have its time component discarded.
Filter by Color — Rule Driven Visual State Filtering
Users can now filter grid rows by their Rule state directly from the Legend panel or a column header dropdown. When rules are applied to a grid, the Filter by Color option lets users instantly isolate rows that match a specific rule such as rows highlighted in a particular color, marked as read-only, or flagged with a bar indicator without needing to set up manual field filters.
Valorx Grid and Matrix Support on LWR Sites
Valorx Grid and Matrix can be used on Lightning Web Runtime (LWR) sites. Before adding a Valorx Grid or Matrix component to an LWR site, Admins must update two Security & Privacy settings in Salesforce to ensure the components load correctly.
Fiscal Year Support in Rules and Header Filters
Rules and Header Filters now support Standard and Custom Fiscal Year configurations from Salesforce. Fiscal Year and Quarter literals align with the fiscal settings defined in your Salesforce org, allowing rules and filters to evaluate data accurately against your organization's fiscal calendar. If fiscal settings are not configured, standard calendar behavior is maintained
Copy Link — Shareable Custom Grid Links
Users can now generate and share a secure link to a Custom Grid directly from the Share Grid dialog. The generated link can be copied and shared with peers, who can access the grid if they are in the same org. Links are secure and do not expose any internal identifiers. A link can be revoked at any time, immediately revoking access for all users it was shared with.
Input Records — Support for New Unsaved Records in Embedded
Input Records in the Embedded Grid now supports passing new records that do not yet have a Salesforce ID. When unsaved records are included in the input payload, they are automatically created in Salesforce before the grid renders, removing the need to pre-create records manually before passing them as input.
Matrix Updates ✨
Matrix Timeline Enhancements
The matrix timeline offers more flexibility in how date intervals are configured and displayed on the X-axis.
Salesforce Fiscal Year Support in Matrix Timelines
Matrix timelines support Salesforce fiscal calendars. When the Fiscal year type is selected, X-axis date buckets align with the fiscal periods configured in your Salesforce org — across weeks, months, quarters, and years. If fiscal settings are not configured, the matrix falls back to standard calendar-based timeline generation.
More Flexibility in Telescopic Matrix Timelines
Telescopic timelines now support week-based combinations, including:
Weeks → Quarters → Years
Weeks → Months → Quarters → Years
Custom Date
The Choose Date Format dropdown includes a Custom option, allowing you to define your own date format for X-axis column headers using supported date tokens, labels, and separator characters.
The following tokens, labels, and separators are supported:
Date tokens
DD, {W}, MM, MMM, MMMM, {Q}, YY, YYYY
Labels
W, Wk, Q, FY
Separator characters
\ / , . : ; ' ` ~ ! ( ) [ ]
Matrix – Two-Level X-Axis Configuration
The matrix X-axis now supports two levels of column headers, allowing data to be grouped and displayed hierarchically or inline across two dimensions. Designers can configure how the two levels are displayed either as a parent-child hierarchy or combined into a single header using a separator of their choice giving users a clearer, more structured view of comparative data.
Rules in Matrix
Rules are now available in the Matrix, bringing the same rules capability from the Grid to the Matrix. Designers can define conditions using fields from the Y-axis, X-axis, and data objects, and apply a range of formatting actions to cells, rows, and columns. New matrix-specific actions include Column Format and Column Highlight, which apply formatting to X-axis columns and their data cells. Filter by Color for rule-driven filtering is supported on the Y-axis.
Multi-Record Selection for Embedded Matrix on Record Pages
The Matrix now supports multiple record inputs, enabling Designers to configure matrices that render based on a dynamic set of records rather than a single record. Using a Salesforce Screen Flow with a Valorx Grid for record selection, users can select records once and have them passed simultaneously into multiple matrices eliminating the need to configure each matrix independently. This unlocks use cases such as rendering two related matrices from a single record selection step.
New Update ✨
Scheduled Job Configuration — Wave Admin Panel
Admins can now manage the scheduling of managed package jobs directly from the Wave Admin tab, without needing to use Apex or Salesforce Setup. A new Configuration page lists all available jobs, each with a Cron Expression field that can be updated at any time. Jobs are automatically scheduled during package installation with a default schedule pre-filled.
Minor Enhancements 🌟
New Record Creation — Updated Experience
Users can now insert a new record directly above or below a specific row using the + button on row hover, with an updated animation when records are added.
Related List – Field Configuration
Designers and Admins can configure fields at the related list level from the Grid Wizard without impacting the main grid. Each related list entry includes a Configure button to control which fields are required, hidden, read-only, or have default values.
Required Fields Validation on Record Updates
Fields marked as Required are now enforced on both record insertion and update operations, ensuring data consistency across all changes. Applies to Fields Configuration in the Grid and Data Config in the Matrix.
Improved Error Messages in Embedded Mode
Error messages in the embedded Wave Grid and Matrix have been updated to use plain language with clear next steps, replacing technical references with user-friendly guidance.
Column Group — UI and Behavior Enhancements
Columns can now be reordered by dragging within the Column Grouping overlay. The field panel is scrollable, the controlling field is automatically scrolled into view on edit, and behavior is consistent across both entry points.
Custom Grids Setup Banner
Admins and Designers will see an Enable Personalized Grids banner. Clicking Set Up Now opens a setup panel to enable Custom Grids for individual grids in one step. The banner dismisses permanently once completed.
Matrix Orientation Toggle
Runtime users can switch the matrix orientation between horizontal and vertical from the toolbar. Each user's preference is saved individually and can be reset to the Designer's default at any time.
Matrix – Show Selection for Y-Axis Object
Designers can now control whether users see a record selection window for the Y-axis at runtime. When disabled, all Y-axis records are automatically selected and the matrix renders directly.
Matrix – Y-Axis Field Configuration
Designers and Admins can configure Y-axis fields directly from the Matrix Wizard using a Configure button, controlling visibility, read-only state, totals, and actions without affecting the main matrix configuration.
Wave Embedded v22.2 Hotfix
This hotfix release focuses on improving grid data accuracy and Flow integration reliability.
What's Improved
Grid Action Accuracy After Header Filter Selection Improved Grid Action behavior so that when a Header Filter is applied, selecting all visible records and executing a Grid Action now processes only the filtered records shown, rather than all records in the grid.
Flow Action Record Data for SObject Parameters Improved Row Action and Grid Action Flow integrations so that selected record data is now correctly passed to Flow SObject parameters, populating fields such as Record Id and Record Name as expected.
Input Variable Data Type Accuracy in Row/Grid Actions Improved variable handling in Row Action and Grid Action configuration so that newly added Flow input variables now display and set the correct data type, rather than defaulting to the data type of the first input variable.
Add Variable Button Behavior in Row/Grid Actions Improved the Add Variable experience in Row Action and Grid Action configuration for flows with more than two input variables. The Add Variable button now remains available after selecting a variable, allowing all remaining input variables to be added.
Date and DateTime Format Handling During Record Duplication Improved record duplication so that Date and DateTime field values are now copied in a valid, Salesforce-supported format, allowing duplicated records to save successfully.
Date and DateTime Value Persistence via Drag & Drop and Magic Square Improved save reliability for Date and DateTime values entered using Drag & Drop or Magic Square, resolving an issue where changes failed to persist.
Thank you for your continued feedback. This hotfix ensures a smoother and more reliable experience with Wave Embedded.
Wave Embedded v22.1 Hotfix
This hotfix delivers targeted improvements to Dynamic Grid behavior, grid runtime usability, and lookup field display, along with fixes for matrix rendering, grid actions, and filter synchronization in Snap.
What's Improved
Dynamic Grid — Replace and Append Mode Dynamic Grid now supports two modes: Replace and Append.
Replace Mode (existing behavior): Incoming fields replace the current grid fields.
Append Mode (new): Incoming fields are merged with existing grid fields and positioned according to the specified sequence. Fields without a sequence are added to the end of the grid.
Dynamic Grid configuration always takes precedence at runtime and remains the source of truth during grid rendering.
Surf the Wave — Full Screen Button A Full Screen icon is now available in Surf the Wave, positioned after Save Changes. It replicates Published Locations fullscreen behavior including hover state and tooltip.
Input Records — Lookup Name Resolved Before Save Lookup field names for newly added Input Records now display immediately when a valid lookup ID is provided, without user passing lookup name in input records. Behavior is now consistent between new and existing records.
Bug Fixes
Record Count Not Updated After Y-Axis Filter (Two and Three Object Matrix) The record count now updates correctly after applying a Header Filter or Filter by Color on the Y-axis.
Grid Actions Fail When Set Variable Uses a Dynamic Field ID Grid actions with a Set Variable configured using a dynamic field ID previously threw a JavaScript error and halted. The dynamic field ID is now resolved correctly and the action executes as expected.
Incorrect and Duplicate Month Labels on Date Axis (Non-Standard Period Label Schemes) When using NumberByYear, NumberByQuarter, or Custom Period Label Schemes, month labels on the X-axis date axis now resolve correctly based on fiscal calendar position. Duplicate and skipped labels across fiscal-year boundaries are resolved. Date Masking continues to function as an override.
Blank Screen While Loading Large Matrix A loading indicator is now displayed when a Matrix with many columns is rendering. IPC creation and reset no longer leave the Matrix appearing blank or unresponsive.
Lookup Filter Sync from Main Grid Not Working for Custom Grid and Valorx Grid in Snap Lookup filters applied on the Main Grid now propagate correctly to Custom Grid and Valorx Grid within Snap. Filtering behavior is consistent whether the filter originates from the Main Grid or the Dashboard.
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