> For the complete documentation index, see [llms.txt](https://docs.valorx.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.valorx.com/valorx-wave/surf-the-wave/surf-the-wave-in-salesforce.md).

# Surf The Wave in Salesforce

**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.

<figure><img src="/files/qOyCjwthSjLHPnO43VMO" alt=""><figcaption><p>Surf The Wave</p></figcaption></figure>

***

## **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.

### Toolbar

The toolbar provides the main controls for working with grid data:

* Search – Find records within the current grid.
* Filters – Apply conditions to narrow down the records displayed.
* Rules – Set up display rules for the grid.
* Group – Group records by a selected field.
* Column Group – Organize columns into groups.
* Mass Modifier – Update multiple records at once.

<figure><img src="/files/r6DI08mdzZKzqZMxNTDG" alt=""><figcaption></figcaption></figure>

## **2. Grid Actions & Row Actions**

* [**Grid Action Buttons**](/valorx-wave/wave-experience/create-a-new-grid/grid-wizard-in-salesforce.md#add-grid-action)**:** Perform actions that apply to the grid.
* [**Row Action Buttons**](/valorx-wave/wave-experience/create-a-new-grid/grid-wizard-in-salesforce.md#add-row-action)**:** Run actions on a single record, like updating fields or launching a Flow.

<figure><img src="/files/8qaupbd7sFDsnBpvkR08" alt=""><figcaption></figcaption></figure>

## **3. Working with Data**

you can manage and update records in real time:

* **Edit directly** in the grid, just like a spreadsheet.
* Use [**Filters**](/valorx-wave/wave-data-management/managing-grid-data/filter.md)**,** [**Sorting**](/valorx-wave/wave-data-management/managing-grid-data/sort.md)**,** [**Grouping**](/valorx-wave/wave-data-management/managing-grid-data/group.md)**, and** [**Conditions**](/valorx-wave/wave-data-management/managing-grid-data/condition.md) to focus on the right data.
* Use [**Mass Modifier**](/valorx-wave/wave-data-management/managing-grid-data/mass-modifier.md) to update multiple records at once.
* Save your changes and see them instantly reflected in Salesforce.

<figure><img src="/files/Twnl5sMKTRAdce8uvAkW" alt=""><figcaption></figcaption></figure>

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

{% content-ref url="/pages/NtAu5B0XLQU0dKjqXeAS" %}
[WAVE DATA MANAGEMENT](/valorx-wave/wave-data-management/managing-grid-data.md)
{% endcontent-ref %}

## 4. Admin Controls (Edit & Save)

Admin Controls in **Surf the Wave** provide Designers with quick access to grid editing and configuration.

#### **Save Button**

* Save all the changes made in the grid layout.

#### **Edit Button**

* Displays the Grid Wizard steps in a dropdown menu
* Allows quick navigation to specific configuration steps
* Enables faster updates without restarting the full configuration flow

<figure><img src="/files/yvZf6mO83dzBCqClKcHW" alt=""><figcaption><p>Admin Controls</p></figcaption></figure>

## 5. Publish Details

To publish a grid, click the **Publish Details** button. This button provides guidance on the publishing process for the **Home, App, or Record Page**, and users can also refer to this [Add Valorx Grid to a Lightning Pages](/valorx-wave/surf-the-wave/publish-the-grid/lightning-pages.md) for detailed steps.

<figure><img src="/files/UAqkU551ZeEICvUXE8aQ" alt=""><figcaption><p>Configured location</p></figcaption></figure>

## 6. Locations

If a grid has already been published and configured, users can view its location by clicking the **Publish Details** button. It will directly open the Location tab with the details of the Page and App names.

<figure><img src="/files/rnBvnwT9Kbb4n0XBbbHn" alt=""><figcaption><p>Publish the grid</p></figcaption></figure>

***

## **7. Publishing & Embedding Valorx Grids**

### **Publish & View Grids**

* Make your grid available to others.
* Once published, a **Published** label appears, and you can click **View Location** to see where it’s used.

{% content-ref url="/pages/k84DiEtcGbZXlqcMt5EH" %}
[Publish The Grid](/valorx-wave/surf-the-wave/publish-the-grid.md)
{% endcontent-ref %}

<figure><img src="/files/JF4YkcUR5dKoKPhZ39uP" alt=""><figcaption></figcaption></figure>

### **Add to Lightning Pages**

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

{% content-ref url="/pages/vqTWdLybbT8b64a3lfgU" %}
[Lightning Pages](/valorx-wave/surf-the-wave/publish-the-grid/lightning-pages.md)
{% endcontent-ref %}

### **Embed in Experience Cloud**

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

{% content-ref url="/pages/wucqddBnPI46gwLaayzb" %}
[Experience Cloud Page](/valorx-wave/surf-the-wave/publish-the-grid/experience-cloud-page.md)
{% endcontent-ref %}

### **Use in Components**

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

{% content-ref url="/pages/CZczcJytq9qoZoCuWFDH" %}
[Salesforce Components](/valorx-wave/surf-the-wave/publish-the-grid/salesforce-components.md)
{% endcontent-ref %}

### Valorx Grid in Flow

Integrate Valorx Grids with Salesforce Flow to exchange records during Flow execution.

{% content-ref url="/pages/2Ted0anOPKwciB6e1Y89" %}
[Valorx Grid in Flow](/valorx-wave/surf-the-wave/publish-the-grid/valorx-grid-in-flow.md)
{% endcontent-ref %}