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 the data inside the grids, publish grids, and embed them into Salesforce pages and portals.

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

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 Main Accounts.

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

2. Working with Data

From Surf the Wave, you can edit records, manage data, and run actions on your grid. For full details, see Wave Data Management (Managing Grid Data, Data Control & Customization, Data Interaction, Data Insight & Summary).

WAVE DATA MANAGEMENT