Publish The Grid

Publishing makes your grid available for others to use and interact with in Salesforce. Once published, it carries a Published label, and you can track its usage through the View Location option.

You can publish grids in several ways, depending on your needs:

Add to Lightning Pages

• Place a Valorx Grid on App Pages, Home Pages, Record Pages, or Tabs/Subtabs.

Lightning Pages

Embed in Experience Cloud

• Add a Valorx Grid to a community or portal page and publish it for external users.

Experience Cloud Page

Use in Components & Flows

Embed grids in Aura Components or Screen Flows for custom processes.

Salesforce Components

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About Valorx Grids

Valorx Grid

Users can publish Valorx Grids across different Salesforce pages using the Lightning App Builder. This makes the grids easily accessible and interactive for other users within Salesforce.

A Valorx Grid displays data from a selected object, independent of the record being viewed. Use this option when you want to show grids that are not tied to a parent record.

Valorx Related Grid

A Valorx Related Grid is designed for use on Record Pages. It displays data that is directly related to the current record through a lookup relationship.

For example, on an Account Record Page, you can add a Related Grid of Opportunities. The grid will automatically filter to show only the Opportunities linked to that Account, using the record’s ID and the lookup relationship (e.g., AccountId).