June 24 Release (v3)
Last updated
Last updated
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.
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.
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.
We provide two search functionalities: Search by Object and Search by Grid Name.
Search by Object.
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.
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:
Select the object and list view (or create from scratch), provide a unique name, and optionally add a description.
Add fields for the grid. From this step onwards, preview the grid with up to 20 records.
Apply filters to refine data displayed in the grid.
Implement conditional formatting for visual emphasis.
Configure accessibility, restrictions, and save the grid configuration.
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.
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.
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.
