Settings
Adapt and leverage the full potential of Salesforce.
Last updated
Adapt and leverage the full potential of Salesforce.
Last updated
To access the Settings screen, click the User Profile icon located at the top-right corner of the screen, then select Settings from the dropdown menu.
The Settings screen is organized into eight sections, each providing specific tools and options for managing your account and application:
All users (Designer, Admin, and Standard User), can access these sections. However, access levels and available features vary based on the user's role. For example:
Admin Users: Have full access to all sections and can make system-wide changes.
Designers: Can access and modify design-related settings.
Standard Users: Have limited access, primarily for viewing and interacting with specific settings.
For detailed information about role-specific access in each section, refer to the User Roles: Admin User & Standard User.
The General section provides an overview of the user's basic information and Salesforce organization details. It is divided into two parts:
Displays the user's key details, including: Name, Email ID and Company Name.
Includes information specific to the user's Salesforce organization, such as: User Name, Org Name, Org Type, Org ID and Role.
Notes: Users with Free License will have usage limitations, while Pro License users will enjoy unlimited usage.
This section serves as a quick reference for essential user and organizational details.
The Team Members section displays a table with details of all users, including their subscription type (Free or Pro) and access levels (Admin, Designer, or Standard User). The table includes the following details: Name, Username, Subscription, Access, and Action.
Valorx Wave has two user roles: Admin User and Standard User.
Admin User: If you are the first to install Valorx Wave and connect your Salesforce Org to Valorx Wave, you automatically become an admin user for that Org with a Free subscription. As an admin user, you can add and manage the other team members (users), share the Admin rights with the other users, purchase/upgrade Valorx Wave Subscriptions, and assign licenses to the other users.
Standard User: Valorx Wave denotes the non-admin users as Standard users. If you are a Standard User, you need to contact the admin user if you need to purchase or upgrade your Wave Subscription.
The admin user can perform the following actions from the Settings screen:
The admin user and standard user can perform the following actions from the Settings screen:
To add a team member (user) to Valorx Wave, follow these steps:
For Pro Plan: Click Assign Licenses. For Free Plan: Click Invite.
A pop-up will appear displaying the list of team members in your Org.
Select the team member you wish to add and click either Assign (for Pro Plan) or Invite (for Free Plan).
The invited team member will receive an email with a link to download the Valorx Wave browser extension. After installation, they can follow the login process and connect their Salesforce Org to Valorx Wave.
Once connected, all invited users will be able to collaborate seamlessly within Valorx Wave, as they will have access to the same Salesforce Org.
The list of all added team members will be displayed in the Team Members section.
As an Admin user, you can manage team members in your organization on Valorx Wave. You can update user roles, modify access levels, and remove users from the organization as needed.
You can perform the following actions from the Actions column:
Promote a team member to an admin/designerr user or demote them to a standard user.
Activate or deactivate a user.
Assign or revoke the Valorx Wave license.
Use the Filter icon to filter specific users, as shown in the image below:
These tools ensure seamless team collaboration and efficient role management within your organization.
This section helps users quickly view and manage team member roles and subscriptions.
The Environment section displays a list of Salesforce organizations associated with your account. The list includes the following details for each organization: Name, Org ID, Org Type, License Enabled, and Status.
This section provides an overview of connected Salesforce orgs and their current status.
The Subscription section is for the Subscription Management related activities such as purchasing a Valorx Wave Subscriptions and managing the subscriptions using the four tabs with editable information: Overview, Invoices, Billing Information, and Payment Methods.
You can use the Subscription section if you are an admin user.
Please follow the steps below to purchase a Wave Subscription plan.
Click on Upgrade.
The Upgrade button is available in the User Profile section on Home and the Subscription section in Settings.
The Upgrade button in Subscription is shown in the image below. Click Upgrade.
The Wave Subscription Plans screen will appear.
In the Wave Subscription Plans screen you can:
Compare the Subscription plans. Hovering on a feature's name will show more information about the feature where applicable.
Click Buy Now to purchase the plan.
When you click on Buy Now, the Payment Details screen will open.
Please fill in the appropriate information in each field.
Billing Period: The billing period is yearly by default
Paid Seats: Enter the number of licenses you want to buy
Work email: Enter your work email
Payment Details: Enter the card information
Order Summary: Review the Order
Once satisfied, click Review Order.
The payment will be processed, and the success message will appear once the payment is successful. You can start using your upgrades.
In case of errors such as invalid card details, incomplete information, or payment failure, the screen will show the respective error message. Please read the instructions and resolve the error.
Provision for Buying Additional Licenses
The Standard and Professional plan users can purchase additional licenses and empower a greater number of team members to achieve higher productivity.
Click Buy more from the Subscription section in Settings. It will display the Payment Details screen where you can select the number of seats to be purchased and make the payment accordingly.
When does Wave prompt you to purchase/upgrade the subscription?
When you utilize 100% of your allowed data updates for the monthly cycle and still try to update more in the Grids screen, it will show a pop-up message with the Upgrade link.
In the above case:
If you are a standard user and click on the Upgrade link, the screen will show the pop-up message: Please contact Admin to Upgrade License. And the admin user will get an email notifying them about your information and requirements.
If you are an admin user and click on the Upgrade link, the Wave Subscription screen will appear.
In this section, Admin/Designer users have the ability to manage and control the permissions for Standard users. Admins can enable or disable specific actions, providing flexibility and control over what Standard users can and cannot do within Valorx Wave.
The following actions can be managed:
Grid: If disabled, the Standard user will not be able to add or edit grids.
Add a Grid: If disabled, the option to create custom grids will be unavailable. The "Add New" button will be hidden.
Edit Fields: If disabled, the Standard user will not be able to add, rearrange, or remove field within a grid.
Add or Clone Records: If disabled, the Standard user will be restricted from adding or cloning any records.
Delete Records: If disabled, the Standard user will not be allowed to delete records.
Access Reports: If disabled, the Standard user will not be able to view or access reports.
Import Data: If disabled, the Standard user will be unable to import data into the grid.
Use Matrix: If disabled, the Standard user will not be able to use the matrix feature.
These permissions can be controlled by enabling or disabling the corresponding toggle buttons, giving Admins full control over what actions Standard users can perform within Valorx Wave.
Admins can migrate grids from a source organization to a target organization. This feature allows for seamless transfer of grid data, ensuring that the relevant grids are available in the target org.
To perform a migration, follow these steps:
Select the source org from where the grid will be migrated.
Choose the target org to which the grid will be transferred.
Initiate the migration process, ensuring all grid data is moved accordingly.
Notes: At least one item must be selected to initiate the migration process.
Notes: This feature is accessible only to Admins and Designers. The feature is included in Standard and Pro subscriptions as a paid add-on.
This feature is ideal for ensuring consistency across different environments and improving workflow continuity when transitioning to a new org.
The Advanced section enables you to perform advanced-level actions such as refreshing metadata, clearing storage, setting the size (number) of records you want to view per page, setting the size of row grouping per grid, and viewing Logs.
The Advanced section has two sections: General and Logs
General:
Click Refresh Metadata to sync objects and fields from Salesforce.
Click Clear Storage to clear the extension and index DB storage.
Use Records per page to set the size (number) of records you want to view per page.
Use Maximum row group amount per grid to set the size of row grouping per grid.
Check the Show Activities checkbox to enable the Activites button on the right side of the Wave Ribbon. (By default, it remains hidden)
Logs: The Logs sections show the list of logs.
The Feedback section enables you to submit your valuable feedback and also rate the product as per your experience.
You can access Feedback from Settings in the User Profile and from the Left Panel.
Choose the topic related to which you wish to submit the feedback and describe the details in the box given below. You can also provide the rating out of five stars.
Select the required feedback topic from the drop-down as shown in the image below:
