> For the complete documentation index, see [llms.txt](https://docs.valorx.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.valorx.com/valorx-wave/release-notes/wave-embedded/embedded-version-23.md).

# July 26 Release (v23)

Wave Embedded v23 brings a wave of improvements across grids, matrices, and imports, from clearer save progress and smarter formatting options to a redesigned Action Wizard and new Matrix export capabilities. 

*Version 23 also includes updates from v23.1, v23.3, v23.4 and v23.5.*

<h2 align="center"><mark style="color:purple;">Release Highlights</mark> <span data-gb-custom-inline data-tag="emoji" data-code="1f389">🎉</span></h2>

### Design and Runtime Modes

Surf the Wave now supports two modes for Designers and Admins: **Design Mode** for building and configuring Grids, and **Runtime Mode** for viewing the Grid exactly as standard users see it. Switch between modes with a simple toggle and receive a visual confirmation of the active mode.

You can also switch between **Design Mode** and **Runtime Mode** directly from published Grids on **App Pages** and **Record Pages**. This allows you to make configuration changes or validate the user experience without navigating back to the Surf the Wave page, making Grid management faster and more convenient.

For more information, see the [Surf the Wave documentation](https://docs.valorx.com/valorx-wave/release-notes/wave-embedded/pages/fm4j3cA2o5DevaNZvP0i#id-5.-switch-design-or-runtime-mode).

<div data-with-frame="true"><figure><img src="https://2237973035-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F65f4C4H8V5e0YV342mwp%2Fuploads%2FsOWfE6tiBI1y3nU0atI7%2FDesign%20and%20Runtime%20Modes%20in%20Surf%20the%20Wave%20v2.gif?alt=media&amp;token=e197b80a-6ac1-479e-8766-3f7099595e33" alt=""><figcaption><p>Design and Runtime Modes in Surf the Wave</p></figcaption></figure></div>

<div data-with-frame="true"><figure><img src="https://2237973035-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F65f4C4H8V5e0YV342mwp%2Fuploads%2F3ExpDG4NhZvwYyJnQYYn%2FDesign%20and%20Runtime%20mode%20in%20Published%20Location.gif?alt=media&amp;token=3f4d865c-1bad-4649-831c-26e5c51f89b9" alt=""><figcaption><p>Design and Runtime Modes in Published Location</p></figcaption></figure></div>

### Matrix Export to Excel or CSV

Get your Matrix data into Excel or CSV in just a few clicks. Fine-tune date-based exports with a custom range or bring in historical data for the full picture, and export with confidence knowing you'll be alerted upfront if your layout needs adjusting for a clean result.

For more information, see the [Matrix Export](/valorx-wave/matrix/matrix-runtime.md#matrix-export).

<div data-with-frame="true"><figure><img src="https://2237973035-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F65f4C4H8V5e0YV342mwp%2Fuploads%2F6S3KPhi1uals9pJ4mqS5%2FExport%20Matrix.gif?alt=media&amp;token=8766bb11-2218-4d24-96bb-76c649a223a1" alt=""><figcaption><p>Matrix Export to Excel or CSV</p></figcaption></figure></div>

### New Standard Actions and Link Support

Building actions is now more flexible with new **Standard Actions** and enhanced **Link** capabilities.

**Enhanced Link Support** introduces two new ways to work with links:

* **Link Style:** Display any action as a **Button** or a **Link** to better match your Grid design.<br>

  <div data-with-frame="true"><figure><img src="https://2237973035-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F65f4C4H8V5e0YV342mwp%2Fuploads%2F5yMjTjqe50TKfvO00RNH%2FAction%20Link.gif?alt=media&amp;token=7fff02eb-6d84-4b76-b7c7-4e983c40533d" alt=""><figcaption><p>Link Style</p></figcaption></figure></div>

* **Link Action:** Create actions that open a specified URL without requiring a custom Aura Component, Flow, or Lightning Web Component. The visual URL builder supports configurable host URLs, paths, parameters, token insertion, URL preview, and the option to open links in the same window or a new tab.<br>

  <div data-with-frame="true"><figure><img src="https://2237973035-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F65f4C4H8V5e0YV342mwp%2Fuploads%2FhzmzfgQR9IgAwgRFRsLy%2FLink%20Action.gif?alt=media&amp;token=31b65d4b-9a48-4e59-a219-e7e06ad6a6bf" alt=""><figcaption><p>Link Action</p></figcaption></figure></div>

**Standard Actions** let you quickly add native Salesforce actions, including **Create New Record** or **Edit Existing Record** without requiring custom development. These actions use Salesforce's standard record experience, providing a familiar and consistent user interface.

<div data-with-frame="true"><figure><img src="https://2237973035-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F65f4C4H8V5e0YV342mwp%2Fuploads%2FTRAgKzqkEEcgDbEKZfyY%2FAction%20Standard.gif?alt=media&amp;token=7ed07f9d-e3f4-4ef8-9b0d-0243c26b84f4" alt=""><figcaption><p>Standard Action Type</p></figcaption></figure></div>

For more information, see the [Actions](https://docs.valorx.com/valorx-wave/release-notes/wave-embedded/pages/UsFQihu4PZCQRPDYnrW2#id-6.-actions).

***

<h2 align="center"><mark style="color:purple;">Grid Updates</mark> <span data-gb-custom-inline data-tag="emoji" data-code="2728">✨</span></h2>

### Smart Import: Clearer Guidance for Lookup Field Mapping

Mapping lookup fields in [Smart Import](/valorx-wave/import/import-overview.md) is now more straightforward. Wave shows guidance on what your spreadsheet column should contain, and when to use Lookup Via for **non-ID values** like names.

<div data-with-frame="true"><figure><img src="https://2237973035-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F65f4C4H8V5e0YV342mwp%2Fuploads%2FomK8tMeR2gvbT95Gw3Mz%2FSmart%20Import%20Non%20Id.gif?alt=media&amp;token=f79b0f2c-8f49-4b05-ada2-870e226af743" alt=""><figcaption><p>Smart Import</p></figcaption></figure></div>

### Filter Collection Improvements

Managing [Filter Collections](/valorx-wave/wave-data-management/managing-grid-data/filter.md#filter-collection) is now cleaner and more intuitive. Set a default filter so your grid loads exactly how you want it, rename collections with a single click, and enjoy a simpler, less cluttered card view. Quick confirmation toasts are also available when duplicating or deleting a collection, so you always know when an action is completed.

You can now create a Filter Collection without any filter conditions. This allows you to save an empty collection as a starting point for future filtering. Only one empty Filter Collection can exist at a time.

<div data-with-frame="true"><figure><img src="https://2237973035-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F65f4C4H8V5e0YV342mwp%2Fuploads%2FjehbFq0g4Vl2SdYSy6OS%2FFilter%20Collections.gif?alt=media&amp;token=9f697c2a-d4a9-4714-b924-751748a1768e" alt=""><figcaption><p>Filter Collection</p></figcaption></figure></div>

### Save Progress Indicator

Wave now provides real-time visibility into the save process for both **Grid** and **Matrix**. Track each stage as records are validated, saved to Salesforce, and updated in the Grid or Matrix, with a live batch count showing the progress as records are processed.

This makes it easier to monitor save operations and understand the status of large data updates.

<div data-with-frame="true"><figure><img src="https://2237973035-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F65f4C4H8V5e0YV342mwp%2Fuploads%2FIEa4mnXSoeugRz5tLXCR%2FSave%20Summary.gif?alt=media&amp;token=b1bc8d93-a9c1-4646-bea2-a38865822bf0" alt=""><figcaption><p>Save Progress Indicator</p></figcaption></figure></div>

### Configurable Save Batch Size

Admins can now set how many records are processed per batch when saving. This helps avoid payload limit errors on large saves by breaking the data into smaller, manageable batches, so big saves go through smoothly.

<div data-with-frame="true"><figure><img src="https://2237973035-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F65f4C4H8V5e0YV342mwp%2Fuploads%2F96uMo9Rts4WzOyJFINSz%2FSave%20Batch.gif?alt=media&amp;token=63b3a740-49c7-4d21-af65-cb4f6fe1ea9b" alt=""><figcaption><p>Batch Size</p></figcaption></figure></div>

### 360 Snap Viewer: Enhanced Design and Usability

[360 Snaps](/valorx-wave/wave-admin-and-control/360-snap.md) Viewer gets a cleaner, more intuitive experience. See the record name right at the top, and manage related lists with a simpler, clearer interface. Closing the viewer is now just one click away.

<div data-with-frame="true"><figure><img src="https://2237973035-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F65f4C4H8V5e0YV342mwp%2Fuploads%2FGXm92Cd98StKeETDAtlj%2F360%20Snap.gif?alt=media&amp;token=dd99c383-1d46-4204-8add-07def8877aee" alt=""><figcaption><p>360 Snap Viewer</p></figcaption></figure></div>

### Format Options for Currency and Date Fields

Control how currency and date values display in your grid. Show or hide the currency prefix, and choose a date format, standard, easy-to-read, or custom.

<div data-with-frame="true"><figure><img src="https://2237973035-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F65f4C4H8V5e0YV342mwp%2Fuploads%2FRMzdmsjPL5FeZaKgfymi%2FFormat%20Options%20for%20Currency%20and%20Date%20Fields.gif?alt=media&amp;token=de02d8d7-a8ad-4edb-90de-ed35831cfba5" alt=""><figcaption><p>New Format Options for Currency and Date</p></figcaption></figure></div>

***

<h2 align="center"><mark style="color:purple;">Matrix Updates</mark> <span data-gb-custom-inline data-tag="emoji" data-code="2728">✨</span></h2>

### Admin Controls (Edit) in Matrix

New **Admin Controls** have been introduced in **Matrix**, providing Designers with quicker access to editing and configuration capabilities. The button displays the available **Matrix Configuration** steps in a dropdown menu, allowing quick navigation to specific configuration areas.

<div data-with-frame="true"><figure><img src="https://2237973035-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F65f4C4H8V5e0YV342mwp%2Fuploads%2FOFxicpci5UwuFV4jifkQ%2FAdmin%20Controls%20Matrix.gif?alt=media&amp;token=9ab351fd-a511-49c1-a81c-c7df18c0fa63" alt=""><figcaption><p>Admin Control in Matrix</p></figcaption></figure></div>

### Dynamic Filters for Matrix Record Selection

Matrices can now adjust their filters based on the record you're viewing or values passed in automatically, making one matrix reusable across many contexts.

<div data-with-frame="true"><figure><img src="https://2237973035-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F65f4C4H8V5e0YV342mwp%2Fuploads%2FHOWZ33ynpkQP8t6rAWY6%2FDynamic%20Filter%20Matrix.gif?alt=media&amp;token=07517a85-cdc0-4b1a-bd4d-f28b79e8ff06" alt=""><figcaption><p>Dynamic Filters in Matrix</p></figcaption></figure></div>

### Cleaner Matrix Toolbar

The [Filter by Color](/valorx-wave/wave-data-management/managing-grid-data/rule.md#filter-by-color) icon now only shows up when there's something to filter, no more empty dropdowns.

<div data-with-frame="true"><figure><img src="https://2237973035-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F65f4C4H8V5e0YV342mwp%2Fuploads%2FNhgBsHfJq9j6p5SJSM97%2FFilter%20by%20Color%20Hidden.gif?alt=media&amp;token=24e20c71-c940-477a-a46d-af88582254cc" alt=""><figcaption><p>Matrix Toolbar</p></figcaption></figure></div>

***

<h2 align="center"><mark style="color:purple;">Minor Enhancements</mark> <span data-gb-custom-inline data-tag="emoji" data-code="1f31f">🌟</span></h2>

### Enhanced Loading Animation

Grids now load with a smooth placeholder animation instead of a blank screen, so your data feels like it's already on its way.

<div data-with-frame="true"><figure><img src="https://2237973035-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F65f4C4H8V5e0YV342mwp%2Fuploads%2FgQnFC8rcBsX0bxclXPVC%2Fimage.png?alt=media&amp;token=a87729fa-da89-41d1-96bd-d14fdede3c42" alt=""><figcaption><p>Loading Animation</p></figcaption></figure></div>

### Smarter Object Picker Search

Searching in the object picker now returns more relevant results, faster. Exact matches show up first, followed by results that start with your search term, then everything else that contains it. Finding the right object takes less scrolling and less guesswork.

<div data-with-frame="true"><figure><img src="https://2237973035-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F65f4C4H8V5e0YV342mwp%2Fuploads%2F0wdTRLTcyBWjIkuAqwqG%2Fimage.png?alt=media&amp;token=9c28df05-fa84-45ca-8752-96c13e18bbb6" alt=""><figcaption><p>Object Picker</p></figcaption></figure></div>

### Day Names in Timeline Custom Date Format

Add the day of the week to your Timeline headers using the `DDD` or `DDDD` tokens, for short (Wed) or full (Wednesday) day names.

<div data-with-frame="true"><figure><img src="https://2237973035-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F65f4C4H8V5e0YV342mwp%2Fuploads%2FarzjAUtmRmwTfqIaPnoz%2FDay%20Name%20in%20Timeline..gif?alt=media&amp;token=06155e4e-cf11-49fe-90bd-91ba8b01c74b" alt=""><figcaption><p>Day Name in Timeline</p></figcaption></figure></div>

***

## Bug Fixes 🐛

We've resolved multiple issues to improve stability, permissions handling, and overall grid and matrix performance.

* **Grid Restore and Delete Permissions for Admins**\
  Fixed an issue where Admins couldn't restore backups or delete Grids created by another Admin in the same org. Row Actions, Grid Actions, and Filter Collections are now fully manageable by any Admin in the org.
* **Filter Panel Failure After Opening User Object Grid**\
  Fixed an issue where opening a grid on the User object could break filters across all other grids. Applied filters display correctly in the Filters panel and grid data filters as expected.
* **Picklist Values Missing Without API Access**\
  Fixed an issue where picklist values didn't display in Wave Grid for users without API access enabled on their profile. Picklist fields now render and function correctly regardless of API access.
* **Personal Copy Grid Cleanup on Global Grid Save**\
  Fixed an issue where saving changes to a Global Grid didn't prompt for or remove associated Personal Copy Grids as expected.
* **Global Search Limited After Grid Action Refresh**\
  Fixed an issue where Global Search results were limited to the first 200 records after a Grid Action refreshed the grid. Search now reapplies correctly across the full dataset.
* **Lookup Search Gaps in Expanded View**\
  Fixed an issue where searching lookup fields in the Expanded Lookup Selection View could intermittently miss matching records, particularly on fields with large record volumes.
* **Grid Description Not Saved**\
  Fixed an issue where a grid's description entered in the Grid Wizard wasn't retained after reopening the grid.
* **Grid Action Failure with Formula Date Fields**\
  Fixed an issue where Grid Actions using an SObject Collection failed when a Formula Date field's underlying Date field wasn't added to the grid. Formula Date values now pass in a valid format regardless of grid configuration.

***

#### Known Limitations

* **Record Type Picklist Default Value Not Populated on Initial Grid Load**\
  **In v23**, the **Record Type Base Picklist Value** may not be populated by default when a grid contains multiple record type values. The correct value is populated only after the user opens the Record Type Picklist.
* **Fixed in v23.4:** This issue has been resolved in v23.4. The Record Type-specific picklist metadata and default value are now loaded when the grid initially loads.

***

{% updates format="full" %}
{% update date="2026-09-03" %}

## Wave Embedded v23.5

This release introduces new Matrix export and permission controls, along with fixes for weekly timeline consistency and large-dataset rendering.

#### Matrix Export as Base64

Matrix exports can now be triggered from **Aura or LWC components** and returned as a **Base64 string** for custom processing. This gives developers more flexibility to handle exported data before it is downloaded.

<figure><img src="https://2237973035-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F65f4C4H8V5e0YV342mwp%2Fuploads%2FM2NxlfMOKt0p3cfhAwP5%2FMatrix%20Export.gif?alt=media&amp;token=3ce87bc4-8a12-482a-8fa4-8b2866b5fb4b" alt=""><figcaption><p>Export Matrix as Base64</p></figcaption></figure>

#### Import and Export Permissions

Added **Allow importing** and **Allow exporting** settings under **Manage Access > Matrix Controls > Records**. These settings let admins control whether **import and export are allowed for a Matrix**.

<figure><img src="https://2237973035-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F65f4C4H8V5e0YV342mwp%2Fuploads%2FLxPEv8dy1aPJaYRjSwen%2FMatrix%20Checkbox.gif?alt=media&amp;token=bc41e63f-0e4a-492f-89b6-e8460ae23967" alt=""><figcaption><p>Import and Export Permissions</p></figcaption></figure>

#### Bug Fixes

* **Weekly Timeline Start Day**\
  Fixed an issue where the **weekly timeline could start on different days** depending on the selected Start Date. Weekly intervals now follow a consistent start day.
* **Large Dataset Rendering**\
  Fixed an **Unexpected Error** that could occur when rendering Matrix configurations with large datasets. Matrix now handles large datasets more reliably.

**Known Limitations**

* **Large Datasets in LWC**\
  The Salesforce query-row limit can still affect **LWC Matrix components** with very large datasets. Support for pagination or lazy loading is being considered for a future release.
  {% endupdate %}

{% update date="2026-08-30" %}

## Wave Embedded v23.4

This release focuses on improving grid data accuracy and reliability, including Record Type picklist behavior and Flow integration.

#### What's Improved

* **Record Type Picklist Default Value on Initial Grid Load**\
  Fixed an issue where the **Record Type Base Picklist Value** was not populated by default when a grid contained multiple record type values. The correct Record Type-specific picklist metadata and default value are now loaded when the grid initially loads, without requiring users to open the **Record Type Picklist.**
  {% endupdate %}

{% update date="2026-08-25" %}

## Wave Embedded v23.3

Wave Embedded v23.3 introduces a redesigned experience for building 360 Snaps and gives designers control over grid and matrix personalization, so published grids and matrices can stay consistent for every user.&#x20;

#### A Better Way to Build 360 Snaps

Building the detail view for a 360 Snap is now much more flexible. Start from a Salesforce page layout, pull in a list view, or hand-pick exactly the fields you want or skip details entirely and show only related lists.

When you create a new Snap, a quick walkthrough shows you what your end users will see before you configure anything. Existing Snaps are untouched, so nothing you've already built needs a second look.

See the documentation for the full walkthrough of creating and editing a [360 Snap](/valorx-wave/wave-admin-and-control/360-snap.md).

<figure><img src="https://2237973035-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F65f4C4H8V5e0YV342mwp%2Fuploads%2FSXB7w0fqE9lbK7XIGVrK%2F360%20Snap%20New.gif?alt=media&amp;token=6e73afec-f8bb-473d-8e4c-0d028be3cba0" alt=""><figcaption><p>360 Snaps</p></figcaption></figure>

#### Control Grid and Matrix Personalization

Designers can decide whether users are allowed to personalize published grids and matrices, using two new settings: [**Allow Grid Personalization**](/valorx-wave/wave-admin-and-control/enterprise-control.md#grid-personalization) and **Allow Matrix Personalization**.

Both are checked by default, so nothing changes for existing grids and matrices unless a designer turns them off.

When personalization is turned off, users always see the designer's published version, with no personal or custom configurations of their own.

<figure><img src="https://2237973035-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F65f4C4H8V5e0YV342mwp%2Fuploads%2FF6mOgxUaEEgQnuelqLJ1%2Fimage.png?alt=media&amp;token=0e15b26b-0cfc-44c7-84dd-6d3c7e74f904" alt=""><figcaption><p>Grid Personalization</p></figcaption></figure>

<figure><img src="https://2237973035-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F65f4C4H8V5e0YV342mwp%2Fuploads%2FT18BWYZ9Cvbwy1sY2bw2%2Fimage.png?alt=media&amp;token=1aa03e06-fcc1-41e9-8553-f833bc78b688" alt=""><figcaption><p>Matrix Personalization</p></figcaption></figure>
{% endupdate %}

{% update date="2026-08-15" %}

## Wave Embedded v23.1

Wave Embedded v23.1 introduces **Matrix Import**, a new feature that allows users to import data from Excel files directly into a Matrix. This feature was deferred from v23 to support the accelerated release timeline.

#### Import Data for Matrix

Bring external data directly into your Matrix. Upload an Excel file, map your columns to Salesforce fields, and import in just a few steps, no need to update records manually.

Key capabilities:

* Reuse previous mapping setups from **Recent Mappings**, so recurring imports take just a few clicks.
* Automatic field mapping and measure detection, with the ability to adjust and reorder as needed.
* A final Summary screen for reviewing record counts, batch size, and mapping details before import.

For more information, see the \[[Matrix Import and Export documentation](/valorx-wave/matrix/matrix-import-and-export.md)].

<figure><img src="https://2237973035-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F65f4C4H8V5e0YV342mwp%2Fuploads%2FCKsNWpPdURwAuk8qsc5v%2FImport%20Matrix.gif?alt=media&amp;token=3368fca7-8566-4e9a-8e38-f0a54a337213" alt=""><figcaption><p>Import Data for Matrix</p></figcaption></figure>

**Known Limitations**

* Only horizontal matrix orientation is supported for import with a single-level X-axis at this time.
  {% endupdate %}
  {% endupdates %}

***

As always, check out the documentation for full configuration details on each feature. If you run into any issues or have feedback, reach out to our [Valorx Wave Support](/valorx-wave/help-and-faq/get-support.md) contact.