360 Snap

Your records. Fully in view. Right in your grid.

What is 360 Viewer?

360 Viewer lets you see everything about a Salesforce record, its details and related lists without ever leaving the Wave Grid. One click opens a clean panel with the full picture, ready to view and edit.

"360 Viewer" refers to the feature and its configuration. "360 View" refers to the panel that opens at runtime when a user accesses a record.

360 View

• See the complete record

  Header fields for the record are displayed in a structured layout, the information your team needs, right where they are.

• Work across related lists in one place

  Opportunities, Cases, Contacts, and more are all accessible as tabs within the 360 View panel, with the full Wave Grid experience on each.

• Edit without switching context

  Update field values, work with related records, and save changes all from within the panel. No navigation required.

• Fully configured by your Designer

  Designers control exactly what appears in each 360 View which fields, which related lists, and what users are allowed to do. Standard users always see a curated, relevant experience.

Key Concept of 360 Snap

A 360 Snap is the configuration that defines what appears in a 360 View panel; the header fields and related lists for a specific Salesforce object.

Snaps are global and shared by object. A snap created for the Account object is available to any grid or lookup field that references Account. All snaps are created and managed from Wave Admin → 360 Viewer.

360 Snaps

A practical example

Imagine you have a Contacts grid. The grid uses Contact as its object, and has an Account lookup field.

	Snap object	Opened by	Snap assigned in
Self record	Contact snap	Row number / selection column icon	Grid Details (Step 1)
Lookup field	Account snap	Account lookup chip in the grid	Fields Configuration (Step 2)

Both snaps is available in Wave Admin. Each grid or lookup field simply picks which snap to use.

One snap can be reused across many grids. If you already have an Account snap set up, any grid with an Account lookup field can use it — no need to create a new one.

Setting Up 360 Snap

1

Create a 360 Snap in Wave Admin

Go to Wave Admin → 360 Viewer and click + New Snap. Give it a name and select the Salesforce object it applies to.

2

Configure the Header

The header shows key fields at the top of the 360 View panel. Add up to 6 fields — they display in a 3-column layout.

Single Row toggle	What users see at runtime
On (default)	First row of fields shown. A Show All button to reveal the rest.
Off	All fields shown immediately across multiple rows.

3

Add Related Lists

Related lists are the tabs in the left panel of the 360 View. They let users see and work with child records (like Opportunities or Cases) without leaving the grid.

Click + Add New, choose a child relationship, then select how to power it:

Option	Best for
Custom	Building a lightweight, purpose: built field set for this related list.
Valorx Grid	Reusing an existing global grid already configured for this object.

When using a Valorx Grid, the Use Grid Filters checkbox controls whether the grid's saved filters apply inside the 360 View. If unchecked, filter button will not available.

Drag to reorder related lists. The order here is the tab order in the 360 View panel. Click Save when done.

4

Assign the Snap to Your Grid

A saved snap does nothing until it is assigned to a grid or lookup field. Assign it in the Grid Wizard.

For the self (current) record — Grid Details (Step 1)

In the 360 Experience section at the bottom of Grid Details, check Open in 360 Viewer and click Configure. The 360 Snaps popup opens showing all snaps for this grid's object. Select one and save.

If no snap exists yet, click + New Snap directly from the 360 Snaps popup to create one without leaving the Grid Wizard.

For a lookup field — Fields Configuration (Step 2) - Optional

Open the Fields Configuration popup, find the lookup field, and click the 360 Viewer button in the Actions column. The 360 Snaps popup opens showing all snaps for that lookup field's object. Select one — or create a new snap if none exists yet.

Once a snap is assigned to a lookup field, the 360 Viewer button shows a green checkmark. Assigning a snap is optional, only configure it for the lookup fields where a 360 View adds real value.

5

Set Permissions in Grid Controls

The 360 Snap section in Grid Controls lets you decide what Standard users can do inside the 360 View panel for this grid.

Permission	What it controls
Allow editing records	Users can edit header fields and related list data inside the 360 View.
Allow adding and removing related list	Users can add or remove related list tabs at runtime.

Using the 360 View

When a Designer has set up a 360 Snap for your grid, here's what you can do.

Opening the 360 View

Click the row number / selection column icon to open the 360 View for that record.

Click or hover a lookup chip (e.g. an Account name in a Contacts grid) to open the 360 View for that related record.

Inside the 360 View

Area	What's here
Header	Key fields for the record. Click Show All to expand. Lookup fields open a search dropdown when clicked.
Related Lists	Tabs on the left, one per related list. Click a tab to view and work with those records on the right with the full grid toolbar available.

Editing and Saving

• Edit header fields inline — text and number fields directly, lookup fields via a search dropdown.

• Work with related list records using the full grid toolbar (Filters, Group, Mass Modifier, and more).

• Click Save Changes in the title bar to save. A preview of all pending changes is shown before anything is committed.

• Click Go Back to close the panel and return to your grid.

What you can edit depends on the permissions your Designer has configured. If Save Changes is not available, editing is not enabled for this grid.

Managing Snaps in Wave Admin

Wave Admin → Settings → 360 Viewer is where all snaps live. From here you can create, edit, duplicate, or delete any snap across your org, for any object.

Action	What it does
Edit	Open the snap and update its header fields or related lists.
Duplicate	Copy a snap as a starting point for a new configuration. Gets a unique name automatically.
Delete	Remove the snap. If it is still assigned to a grid or matrix, a confirmation popup lists the affected components remove it from each one before deleting.