Settings Screen
Adapt and leverage the full potential of Salesforce.
Last updated
Adapt and leverage the full potential of Salesforce.
Last updated
To access the Settings screen, click the User Profile icon located at the top-right corner of the screen, then select Settings from the dropdown menu.
The Settings screen is organized into eight sections, each providing specific tools and options for managing your account and application:
All users (Designer, Admin, and Standard User), can access these sections. However, access levels and available features vary based on the user's role. For example:
Admin User: The first person to connect a Salesforce Org becomes an Admin User with a free subscription. Admin Users can manage subscriptions, purchase licenses, and assign them to users.
Designer: Designers have the same capabilities as Admin Users, except they cannot purchase licenses and assign licenses to users.
Standard User: Additional users are assigned Standard User roles.
The General section provides an overview of the user's basic information and Salesforce organization details. It is divided into two parts:
Displays the user's key details, including: Name, Email ID and Company Name.
Includes information specific to the user's Salesforce organization, such as: User Name, Org Name, Org Type, Org ID and Role.
Notes: Users with Free License will have usage limitations, while Pro License users will enjoy unlimited usage.
This section serves as a quick reference for essential user and organizational details.
The Environment section displays a list of Salesforce organizations associated with your account. The list includes the following details for each organization: Name, Org ID, Org Type, License Enabled, and Status.
This section provides an overview of connected Salesforce orgs and their current status.
The Subscription section helps admin users manage Valorx Wave subscriptions, including purchasing, upgrading, and updating billing details. This section includes four tabs:
Overview – View your current subscription status
Invoices – Access past invoices
Billing Information – Update your billing details
Payment Methods – Manage your saved payment options
⚠️ Only admin users can access and manage subscription-related settings.
Only admin users (Free Subscription) can access and make changes in the Subscription section. To view or purchase a subscription:
Click the Upgrade button in either:
Next to your User Profile section on the Home screen
The Subscription section in Settings
Click Upgrade This opens the Wave Subscription Plans screen.
Compare Free and Pro plans Hover over a feature to learn what it includes.
Click Buy Now on the Pro plan The Payment Details screen will appear.
Enter your details:
Billing Period: Yearly (default)
Paid Seats: Number of user licenses
Work Email
Card Details
Order Summary
Click Review Order Once your payment is complete, you'll see a confirmation message and Pro features will be activated.
🧠 Tip: If there’s a payment error, such as missing fields or card issues, an error message will guide you to fix it.
If you're already on the Wave Pro plan, you can purchase more licenses:
Go to Subscription > Overview
Click Buy More
Enter the number of seats
Complete the payment
If you want to purchase licenses for the Matrix Add-On:
✅ Go to the Subscription > Matrix section.
✅ Click the Contact Sales to Buy Now button.
✅ Choose the product and enter the number of licenses.
Then, click Submit to proceed with purchasing Matrix licenses.
If you're using the Free plan and hit your monthly data update limit:
You’ll see a pop-up message with an Upgrade link when trying to update more records.
Clicking Upgrade:
As a standard user, you'll see: "Please contact Admin to upgrade the license." An email will be sent to your admin.
As an admin, you’ll be taken directly to the Subscription screen to complete the upgrade.
If you're using the Matrix Add-On and the trial period ends:
🚫 Access to Matrix functionality will be disabled.
🛒 A Contact Sales button will appear, allowing Admin users to initiate the purchase process.
The Licenses section displays a table with details of all users, including their subscription type (Free or Pro) and access levels (Admin, Designer, or Standard User). The table includes the following details: Name, Username, Subscription, Access, and Action.
Valorx Wave has two user roles: Admin User and Standard User.
Admin User: If you are the first to install Valorx Wave and connect your Salesforce Org to Valorx Wave, you automatically become an admin user for that Org with a Free subscription. As an admin user, you can add and manage the other team members (users), share the Admin rights with the other users, purchase/upgrade Valorx Wave Subscriptions, and assign licenses to the other users.
Designer and Standard User: Valorx Wave classifies users as Designers or Standard Users. If you are a Designer or a Standard User and need to purchase or upgrade your Wave subscription, please contact your Admin user for assistance.
Admin Users can perform the following actions from the Settings screen: ✅ Purchase or upgrade a Valorx Wave subscription. ✅ Add new team members (users). ✅ Assign or revoke Valorx Wave licenses for users. ✅ Add or deactivate users. ✅ Share Admin rights with other users.
Standard Users have limited access and can: ✅ View account details and license information (but cannot purchase or assign licenses — only Admins can). ✅ Perform advanced actions like:
✅ Refresh metadata.
✅ Clear storage.
✅ Set the number of records displayed per page.
✅ Set the size of row groupings per grid.
✅ View system logs.
Designer Users have broader access and can: ✅ Perform all actions available to Admins except:
❌ Cannot purchase or upgrade licenses.
❌ Cannot assign or change roles for users.
For these two actions, only an Admin user has the necessary permissions.
To add a team member (user) to Valorx Wave, follow these steps:
For Pro Plan:
To assign Wave Pro access, click Assign Licenses under the Wave section.
To assign the Matrix Add-On (which also includes Wave Pro access), click Assign Licenses under the Matrix section.
In the pop-up, select the user(s) you want to assign licenses to.
Click Assign.
For Free Plan:
Click Invite to invite users (Wave only — Matrix Add-On is not available on the Free plan).
In the pop-up, select the user you want to invite.
Click Invite.
The invited user will receive an email with a link to download the Valorx Wave browser extension. After installation, they can log in and connect their Salesforce Org to Valorx Wave.
Once connected, all invited or assigned users can collaborate within Valorx Wave and access the same Salesforce Org.
You can view all added users in the Licenses section.
As an Admin user, you can manage users in your organization on Valorx Wave. You can update user roles, modify access levels, and remove users from the organization as needed.
You can perform the following actions from the Actions column:
Promote a user to an admin/designer user or demote them to a standard user.
Activate or deactivate a user.
Assign or revoke the Valorx Wave license.
Use the Filter icon to filter specific users, as shown in the image below:
These tools ensure seamless team collaboration and efficient role management within your organization.
This section helps users quickly view and manage licenses, team member roles, and subscriptions.
Admins can migrate grids from a source organization to a target organization. This feature allows for seamless transfer of grid data, ensuring that the relevant grids are available in the target org.
To perform a migration, follow these steps:
Select the source org from where the grid will be migrated.
Choose the target org to which the grid will be transferred.
Initiate the migration process, ensuring all grid data is moved accordingly.
Notes: At least one item must be selected to initiate the migration process.
Notes: This feature is accessible only to Admins and Designers. The feature is included in Standard and Pro subscriptions as a paid add-on.
This feature is ideal for ensuring consistency across different environments and improving workflow continuity when transitioning to a new org.
The Advanced section gives admin users extra tools to manage and fine-tune their Wave experience. You can refresh data, adjust view settings, clear storage, manage user access, and check system logs—all in one place.
The Advanced section includes three parts: General, Feature Access, and Logs.
Here’s what you can do in the General section:
Refresh Metadata: Sync the latest objects and fields from Salesforce.
Clear Storage: Reset the Wave extension and local storage if things feel out of sync.
Records per Page: Choose how many records you want to display per page in a grid.
Maximum Row Group per Grid: Set the maximum number of rows that can be grouped in a grid.
Show Activities: Tick the checkbox to display the Activities button on the right side of the Wave ribbon (it’s hidden by default).
Control what Standard users can or cannot do in Wave. Admins and Designers can toggle permissions for the following features:
Grid: Turn off access to grids entirely for Standard users.
Reports: Restrict visibility or access to the Reports section.
Import Data: Block data imports into the grid.
Matrix: Disable the Matrix feature for Standard users.
The Logs tab displays a list of activity logs that help you monitor system behavior or troubleshoot issues. Use this section when you need to dig into what’s happening behind the scenes.
We value your input! The Feedback section allows you to share your thoughts, suggestions, or report any issues—helping us make Valorx Wave even better. You can also rate your experience with the product.
You can access the Feedback form from:
Settings in your User Profile
The Left Panel in the app
Select a Topic: Use the dropdown to choose the topic related to your feedback.
Describe Your Feedback: Enter the details in the provided text box.
Rate Your Experience: Give a rating from 1 to 5 stars.
For detailed information about role-specific access in each section, refer to the .
🛍️ Additionally, Admins can navigate to the section under the Matrix Add-On to find a Buy Now option for purchasing licenses.
