🛠️Settings
Adapt and leverage the full potential of Salesforce.
Last updated
Adapt and leverage the full potential of Salesforce.
Last updated
Click the User Profile icon in the Title Bar and then click Settings to access the Settings screen.
The Settings screen is where you manage your account. In this screen, you can perform actions based on your user role.
Valorx Wave has two user roles: Admin User and Standard User. Please read the user role information to learn about the Wave user roles.
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:
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 Settings has five sections: General, Team Members, Subscription, Advanced and Feedback.
The General section shows the user's basic details like Name, Email ID, Company Name, and Salesforce Org details.
If you are an admin user of an Org, you can manage the team members (users) for the Org in Valorx Wave by performing the following actions:
Please follow the steps below to add a Team Member (user).
Click Invite.
The Invite your colleagues to Valorx Wave pop-up screen will open.
The invited Team Member will get an email with a link to download the Valorx Wave browser extension. They can install the browser extension, follow the login process, and connect the Salesforce Org with Valorx Wave. Since all invited users have connected the same Salesforce Org with Valorx Wave, they can collaborate through Valorx Wave, too.
The list of all added team members will be visible in the Team Members section of the Settings screen.
The Team Members section of the Settings screen shows the list of all added team members. You can see their details such as Name (name and email ID), Subscription (Free, Standard, or Pro), Access (Admin user or Standard user)
You can perform the following actions from the Actions column:
Promote a team member to an admin user or remove a team member from being an admin and make them a standard user
Activate or Deactivate the user
Assign or revoke the Valorx Wave license
Use the Filter icon to filter specific users as shown in the image below:
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 Views 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.
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 view, 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 view to set the size of row grouping per view.
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:
