# 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="https://2237973035-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F65f4C4H8V5e0YV342mwp%2Fuploads%2FXf4HS2nj7RFKO4QYkZ66%2Fimage.png?alt=media&#x26;token=2a4e12f3-521c-4086-9d61-0396b771599e" 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.

<figure><img src="https://2237973035-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F65f4C4H8V5e0YV342mwp%2Fuploads%2F5xPMK4y1RWwsWnfRXM9p%2FObject%20Bar.gif?alt=media&#x26;token=a2171582-cc81-406a-81f5-d280b2ca7197" alt=""><figcaption></figcaption></figure>

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

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

<figure><img src="https://2237973035-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F65f4C4H8V5e0YV342mwp%2Fuploads%2F7XMWGqsf3S4tjG5BxwTI%2FGrid%20Action.gif?alt=media&#x26;token=3dec3af5-0df0-4a4b-bf4f-8e7cf16f7461" 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**](https://docs.valorx.com/valorx-wave/wave-data-management/managing-grid-data/filter)**,** [**Sorting**](https://docs.valorx.com/valorx-wave/wave-data-management/managing-grid-data/sort)**,** [**Grouping**](https://docs.valorx.com/valorx-wave/wave-data-management/managing-grid-data/group)**, and** [**Conditions**](https://docs.valorx.com/valorx-wave/wave-data-management/managing-grid-data/condition) to focus on the right data.
* Use [**Mass Modifier**](https://docs.valorx.com/valorx-wave/wave-data-management/managing-grid-data/mass-modifier) to update multiple records at once.
* Save your changes and see them instantly reflected in Salesforce.

<figure><img src="https://2237973035-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F65f4C4H8V5e0YV342mwp%2Fuploads%2FBlyGKHYZCYrszeRx4jdH%2FWorking%20with%20Data%20v2.gif?alt=media&#x26;token=fda7e92d-52fd-497c-abbc-86ba4dd105e3" 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="../wave-data-management" %}
[wave-data-management](https://docs.valorx.com/valorx-wave/wave-data-management)
{% 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="https://2237973035-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F65f4C4H8V5e0YV342mwp%2Fuploads%2Fd15CFbQO61XL1UJEp3Qw%2FAdmin%20Controls%20(Edit%20%26%20Save)%20in%20Surf%20the%20Wave%20v2.gif?alt=media&#x26;token=5848fb73-fd46-4ab9-9dc2-562b67264e47" alt=""><figcaption><p>Admin Controls</p></figcaption></figure>

## 5. Publish Instruction&#x20;

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](https://docs.valorx.com/valorx-wave/surf-the-wave/publish-the-grid/lightning-pages) for detailed steps.

<figure><img src="https://2237973035-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F65f4C4H8V5e0YV342mwp%2Fuploads%2Fs9MqZoYL80R9ucxag6xk%2FPublished%20Instructions.gif?alt=media&#x26;token=1a41b5ad-ce5e-4530-a964-5c9b558c02fb" alt=""><figcaption><p>Publish the grid</p></figcaption></figure>

## 6. 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.

<figure><img src="https://2237973035-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F65f4C4H8V5e0YV342mwp%2Fuploads%2FQhoqx39UJQImA0PF4vJO%2FPublished%20Grid.gif?alt=media&#x26;token=1030bab1-f03c-4c75-bf1a-68f2c34e05ee" alt=""><figcaption><p>Configured location</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="publish-the-grid" %}
[publish-the-grid](https://docs.valorx.com/valorx-wave/surf-the-wave/publish-the-grid)
{% endcontent-ref %}

<figure><img src="https://2237973035-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F65f4C4H8V5e0YV342mwp%2Fuploads%2FQhoqx39UJQImA0PF4vJO%2FPublished%20Grid.gif?alt=media&#x26;token=1030bab1-f03c-4c75-bf1a-68f2c34e05ee" 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="publish-the-grid/lightning-pages" %}
[lightning-pages](https://docs.valorx.com/valorx-wave/surf-the-wave/publish-the-grid/lightning-pages)
{% 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="publish-the-grid/experience-cloud-page" %}
[experience-cloud-page](https://docs.valorx.com/valorx-wave/surf-the-wave/publish-the-grid/experience-cloud-page)
{% endcontent-ref %}

### **Use in Components**

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

{% content-ref url="publish-the-grid/salesforce-components" %}
[salesforce-components](https://docs.valorx.com/valorx-wave/surf-the-wave/publish-the-grid/salesforce-components)
{% endcontent-ref %}

### Valorx Grid in Flow

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

{% content-ref url="publish-the-grid/valorx-grid-in-flow" %}
[valorx-grid-in-flow](https://docs.valorx.com/valorx-wave/surf-the-wave/publish-the-grid/valorx-grid-in-flow)
{% endcontent-ref %}
