Lightning Pages
Overview
Adding a Valorx Grid to a Salesforce Lightning Page allows you to view and interact with your data directly within Salesforce. You can place a grid on an App Page, Home Page, Record Page, or inside a Tab or Subtab on a Lightning Page.
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).
Adding Valorx Grid/Related Grid
You can add Valorx Grid to App Pages, Home Pages, and Record Pages using Lightning App Builder. Below show the step by step how to add Valorx Grid to the Lightning Page.
Open Lightning App Builder and Create a Page
On the Create a New Lightning Page screen:
App Page → select App Page, then click Next.
Home Page → select Home Page, then click Next.
Record Page → select Record Page, then click Next.
Enter a label for the page.
For Record Pages, also select the object you want to use.
Choose the Page Template.
Tips: Choose the One Region template (recommended for the largest canvas).
Then, click Done.
Add and Configure Valorx Grid
In the Components panel, scroll down to the Custom – Managed section. Drag and drop the correct component:
App Page → Valorx Grid
Home Page → Valorx Grid
Record Page → Valorx Grid and Valorx Related Grid
Once you add a Valorx Grid or Valorx Related Grid, use the right-hand panel to configure the settings.
Common Settings (Available in Both Components)
Grid → Select the grid you want to display from the dropdown.
Allow Changing Grids → Enable this option to let users switch to a different grid within the same object.
Height (px) → Define the display height of the grid.
Additional Settings (Valorx Related Grid Only)
Relationship Name → Defines the lookup field that links the related object to the parent record.
Example: To show Opportunities related to an Account, enter the API name of the lookup field on Opportunity that connects it to Account (usually
AccountId).
RecordId (Optional) → Specify a record ID if you want to predefine which record the grid should display.
Save and Activate
Click Save.
When prompted, click Activate.
In the activation window, choose how to assign the page:
Org Default → Replace the default page for all users.
App Default → Replace the default page for selected apps.
App and Profile → Assign the page to specific apps and profiles.
Your page is now ready for your Lightning Experience users!
Integrate A Page with A Grid into Any App (For App Page Only)
After activating your App Page, you can make it available in a Salesforce app:
Click Activation.
In the Activation: Grid Page popup, go to the Lightning Experience tab.
Select the target app (for example, Sales).
Click Add Page to App.
Click Save to confirm.
The App Page you created (with the Valorx Grid) will now be added to the selected Salesforce app (e.g., Sales app).
Preview in Salesforce Pages
Once you’ve published your grid, here’s how it will look depending on where you’ve placed it:
App Page – The grid appears as a standalone workspace, letting users interact with data directly.
Valorx Grid in App Page Home Page – The grid shows up alongside other dashboard components, giving quick access to key data.
Valorx Grid in Home Page Record Page – The grid displays data related to the record you’re viewing (e.g., Opportunities on an Account).
Valorx Grid in Record Page
Adding to Tabs or Subtabs
Valorx Grids can be embedded within tabs or subtabs on Lightning Page to enhance data accessibility. Follow the steps below to add and configure Valorx Grids inside custom tabs.
Add a Tab to the Lightning Page
Open the desired Lightning Page in Lightning App Builder.
Drag the Tab component onto the page.
Click on the newly added tab and set the Tab Type to Custom.
Enter a meaningful name for the tab (e.g., Hot Grid).
Click Done to save the tab settings.
Configure Valorx Grids on Tabs
Click on the Hot Grid tab and add the Valorx Grid component.
Select and configure the grid for Hot Grid:
Valorx Grid: Select the Valorx Grid you created in the Wave Dashboard.
Allow changing grids?: Deselecting this option disables the Grid Selection dropdown.
Height (px): Enter the desired height for the grid in pixels.
Click on the Warm Grid tab and configure the Warm Grid.
Save and Activate the Page
Click Save in the top-right corner.
Click Activate to publish the changes if the Lightning Page is not yet active.
Access the Lightning Page
Your Valorx Grids are now successfully embedded within the Lightning Page tabs! 🚀
Quick Method: Edit an Existing Page
You can also add Valorx Grid directly to an existing page without creating a new one:
From Setup click Edit Page. This will open the page in Lightning App Builder.
In the Components panel, scroll to Custom – Managed and drag the Valorx Grid (or Valorx Related Grid depending on page type) into the layout.
Select your desired grid configuration from the dropdown.
Adjust settings such as Relation Name and Height, if applicable.
Click Save, then Activate the page to apply changes.
💡 This method is quicker when you just want to add or update a grid on an existing Lightning Page.
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