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.

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.

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. 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

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.

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 for detailed steps.

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.