> 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/hoa2ChIyGyZ7RyVkkvyX" 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](/valorx-wave/wave-data-management/managing-grid-data.md#search) – Find records within the current grid.
* [Filters](/valorx-wave/wave-data-management/managing-grid-data/filter.md) – Apply conditions to narrow down the records displayed.
* [Rules](/valorx-wave/wave-data-management/managing-grid-data/rule.md) – Set up display rules for the grid.
* [Group](/valorx-wave/wave-data-management/managing-grid-data/group.md) – Group records by a selected field.
* [Column Group](/valorx-wave/wave-data-management/managing-grid-data/column-group.md) – Organize columns into groups.
* [Mass Modifier](/valorx-wave/wave-data-management/managing-grid-data/mass-modifier.md) – 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. Switch (Design or Runtime Mode)

Surf the Wave provides two modes for Designer and Admin users: **Design Mode** and **Runtime Mode**.

#### Design Mode

Design Mode is the default mode when you open Surf the Wave. It allows you to create, edit, and configure grids, providing full access to all design and configuration features.

#### Runtime Mode

Runtime Mode displays the grid exactly as a standard user would see it. Use this mode to preview the end-user experience and verify how the configured grid appears and behaves at runtime.

<figure><img src="/files/RC4BhjCRQQukNNuPB7h8" alt=""><figcaption><p>Switch mode in Surf The Wave</p></figcaption></figure>

<figure><img src="/files/kmXbCPO5q9Y9JQPcixzi" alt=""><figcaption><p>Switch mode in Grid Published location</p></figcaption></figure>

## 6. 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>

## 7. Locations

If a grid has already been published and configured, users can view its location by clicking the **Published** 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>

## **8. 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" %}
[Grid in Flow](/valorx-wave/wave-advanced/grid-in-flow.md)
{% endcontent-ref %}