Surf The Wave in Salesforce

Manage Grids in Wave Embedded

Surf the Wave is your workspace for using and managing Valorx Grids in Salesforce. From here, you can:

Work directly with grid data (just like in Excel)
Run actions on single or multiple records
Publish grids to Lightning pages or portals
Embed grids into Salesforce components and flows

💡 Tip: To use Surf the Wave, you’ll need at least one grid created in Grid Wizard. Once it’s ready, you can edit data, and run actions — all from this tab.

1. Understanding the Grid Interface

Grid Object Bar

Use the Object Bar to quickly access your recently used objects without leaving the Grid Screen

The Grid Selection Drop-down updates based on the object selected in the Object Bar.
Selecting a new object updates the drop-down to show the relevant grids associated with that object.

For example, if you select the Accounts object in the Object Bar, the Grid Selection Drop-down will display all available Account grids, such as All Accounts.

This will allows you to switch between available grids without leaving Surf the Wave.

2. Grid Actions & Row Actions

Grid Action Buttons: Perform actions that apply to the grid.
Row Action Buttons: Run actions on a single record, like updating fields or launching a Flow.

3. Working with Data

you can manage and update records in real time:

Edit directly in the grid, just like a spreadsheet.
Use Filters, Sorting, Grouping, and Conditions to focus on the right data.
Use Mass Modifier to update multiple records at once.
Save your changes and see them instantly reflected in Salesforce.

For more details, see: Wave Data Management (Managing Grid Data, Data Control & Customization, Data Interaction, Data Insight & Summary).

WAVE DATA MANAGEMENT

4. Publish Instruction

To publish a grid, click the Publish Instructions button on the Home, App, or Record Page. This button provides guidance on the publishing process, and users can also refer to this Add Valorx Grid to a Lightning Pages for detailed steps.

5. Viewing Configured Locations

If a grid has already been published and configured, users can view its location by clicking the Configured Locations button. This button is available only for Valorx Grids published on an App Page. Valorx Grids published on Home and Record Pages do not display the Configured Locations option.