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Wave
  • Getting Started
    • 🌊What is Valorx Wave
      • Pick The Right Wave
    • 📔Get Started with Valorx Wave
      • Wave Browser Extension Installation & Setup
      • Wave Embedded Installation & Setup
  • Wave Workspace
    • Overview
    • 🏡Home
    • 📃Grids
    • 🟣Wave Floaty
    • Wave Dashboard
  • Wave Experience
    • 📚Type of Grid in Wave
    • 📝Create A New Grid
      • 🌈Manage Grid in Wave Browser Extension
      • 🪄Grid Wizard in Salesforce
  • WAVE DATA MANAGEMENT
    • 📊Managing Grid Data
      • Filter
      • Condition
      • Group
      • Column Group
      • Mass Modifier
    • ✏️Data Control & Customization
    • 🔍Data Interaction
    • 🔢Data Insights & Summary
    • ⌛Managing Records in Wave
  • Surf The Wave
    • 🏄‍♂️Surf The Wave in Salesforce
      • Using Wave Grid in Components and Flows
      • Row Action
      • Known Limitation
      • Wave Embedded Grid Migration
  • Matrix
    • 🔳Matrix Screen
  • 🎨Matrix Designer
  • ▶️Matrix Runtime
  • ⚡Matrix Launcher
  • REPORTS
    • 📈Reports Overview
  • IMPORT
    • 🚀Import Overview
  • SETTINGS
    • 🛠️Settings Screen
  • Release Notes
    • 📢Wave Browser Extension
      • March 25 Release (v40)
      • February 25 Release (v39)
      • January 25 Release (v38)
      • December 24 Release (v37)
      • October 24 Release (v36) - Hotfix
      • September 24 Release (v35) - Hotfix
      • August 24 Release (v34)
      • July 24 Release (v32)
      • June 24 Release (v31) - Hotfix
      • May 24 Release (v30)
      • April 24 Release (v29)
      • Archived Release Notes
        • March 24 Release (v28)
        • Feb 24 Release (v27)
        • Jan 24 Release (v26)
        • Dec 23 Release (v25)
        • Nov 23 Release (v24)
        • Oct 23 Release (v23)
        • Sept 23 Release (v21)
        • Aug 23 Release (v20)
        • Jul 23 Release (v18)
        • Jun 23 Release (v17)
        • May 23 Release (v15)
        • Apr 23 Release (v12)-Hotfix
        • Apr 23 Release (v11)
        • Mar 23 Release (v10)
        • Jan 23 Release (v9)
        • Jan 23 Release (v8)
        • Dec 22 Release (v7)
        • Nov 22 Release (v6)
        • Oct 22 Release (v5)
        • Sep 22 Release (v4)
        • Sep 22 Release (v3)
        • Sep 22 Release (v2)
        • Sep 22 Release (v1)
    • ☁️Wave Embedded
      • March 25 Release (v11)
      • February 25 Release (v10)
      • December 24 Release (v9) - Hotfix
      • November 24 Release (v8)
      • October 24 Release (v7)
      • September 24 Release (v6)
      • August 24 Release (v5)
      • July 24 Release (v4)
      • June 24 Release (v3)
  • HELP & FAQ
    • 💡FAQs
    • ✉️Get Support
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On this page
  • 📢 Announcing the June Release
  • ➕ What's New?
  • Wave Grid
  • Wave Dashboard
  • Search Functionality
  • Grid Wizard
  • Surf The Wave
  • Valorx Grid
  • Valorx Related Grid
  1. Release Notes
  2. Wave Embedded

June 24 Release (v3)

Last updated 9 months ago

📢 Announcing the June Release

We are excited to announce our new product, Wave Embedded Inside Salesforce!🥳 This version packed with new features and improvements designed to enhance your experience and productivity.


➕ What's New?

Wave Grid

Wave Grid is essential for the spreadsheet experience in Salesforce, enabling efficient data management and analysis. It consists of three components: Dashboard for creating and managing view grids, Grid Wizard for step-by-step grid configuration, and Surf the Wave for user access and interaction with grids.

We invite you to explore and experience the future of productivity with our latest release.


Wave Dashboard

The Dashboard tab acts as the central hub for accessing and managing all relevant grids, offering a consolidated view.

The Dashboard tab offers two viewing options: Card view and Table view.

Search Functionality

We provide two search functionalities: Search by Object and Search by Grid Name.

  1. Search by Object.

  2. Search by Grid Name.

Operations available in the dashboard include:

  • Create New Grid: Users can initiate a new grid creation using the "Create new grid" option, launching the grid wizard for setup.

  • Clone: Duplicate existing grids for reuse or modification.

  • Edit: Modify grid configurations using the grid wizard interface.

  • Delete: Remove unwanted grids from the dashboard.

  • Access Control: Adjust accessibility settings and restrictions for grids.

  • Configured Location: View specific configuration details and placements of grids.

  • Surf the Wave: Access and interact with individual grids within the Surf the Wave interface.

This operation's availability depends on your role, whether Designer or Standard user.


Grid Wizard

The Grid Wizard tab provides you with the tools to create and manage custom grids for your Salesforce data.

Follow these step-by-step instructions to seamlessly create and manage your custom grids for Salesforce data:

  1. Select the object and list view (or create from scratch), provide a unique name, and optionally add a description.

  2. Add fields for the grid. From this step onwards, preview the grid with up to 20 records.

  3. Apply filters to refine data displayed in the grid.

  4. Implement conditional formatting for visual emphasis.

  5. Configure accessibility, restrictions, and save the grid configuration.


Surf The Wave

At Surf the Wave tab, users can view and manage their created and shared grids, with the ability to customize them based on their permissions. Additionally, users can publish their grids by following the instructions provided in the "Publish Grid Instructions" button.


Valorx Grid

Users can publish their Valorx Grids across various platforms using the Lightning App Builder. This allows other users to access and interact with these grids seamlessly.


Valorx Related Grid

User can Publish their related grid only in record page with Valorx Related Grid using the Lightning App Builder. Other users can see these grids.

☁️
Card view
Table view
Search functionality
Grid Wizard
Surf the Wave