Data Control & Customization

Wave Grid gives you the power to personalize how data is displayed and interacted with—just like a flexible spreadsheet. Whether you're sorting, filtering, or accessing related records via lookup fields, you’re always in control of the grid layout and field behavior.

Key controls include:

Column Header Actions for customizing individual columns.
Lookup and Lookup Filters for managing related data visibility.

These features don’t just enhance visibility—they empower you to focus on the data that matters most.

Column Header

Each column in the Wave Grid has a Column Header, which displays the field name (title) of that column. These headers also include a drop-down menu (Header Action) packed with useful actions for managing and customizing data display.

Users can also rearrange columns by dragging the column header using the hand cursor to reposition them as needed.

To add new fields to the grid, hover over any column header and click the ➕ button that appears. This will open the field picker, where you can select the fields you want to include. After making your selection, click Update Fields to apply the changes.

For more details, see Insert Field.

Field Selector

The Field Selector is a popup window that allows you to search, filter, and manage fields for your object grid. You can access it in multiple places, including:

Manage Grid – by clicking the Add button to update existing grids.
Grid Wizard – when adding fields to a new object grid.

Features in the Field Selector

Search Field Find a specific field in the object by typing its name in the search bar.
Field Type Filters Narrow down the field list by type, such as Lookup, Picklist, etc.
Included Toggle Switch between:
- Included – shows fields already added to the grid.
- Not Included – shows fields that have not yet been added.
Formula Field Create a new custom formula field directly within the Field Selector.
Refresh Object Update the list of fields to match the latest object definition in Salesforce. Any new fields created (or removed) in Salesforce will be reflected after refresh.

Actions

Once you’ve set your field selections:

Update Fields – Apply your changes and add the selected fields to the object grid.
Cancel – Close the Field Selector without saving changes.

Formula Field

Formula Fields let you create new calculated columns directly inside the Wave Grid — without modifying Salesforce records. They compute values automatically from existing field data using built-in functions and operators.

Common use cases include:

Showing the final price after applying a discount
Combining first name and last name into a single display column
Flagging at-risk deals based on amount and days open
Truncating long text fields to a readable summary

Note: Formula Fields create a new column in the grid. They do not write back to Salesforce or modify existing field values.

How to Create a Formula Field

In Field Selector, click Formula Field
Enter a Column Name (required). This is the label shown in the grid header.
Choose the Formula Return Type: String, Number, Boolean or Currency. This must match what your formula outputs.
Type your formula expression in the Formula Editor using the supported functions and field API names.
Click Check Syntax to validate the formula. Fix any errors shown before proceeding.
Click Apply to save, then Update Fields to add the column to the grid

Choosing The Right Return Type

Every formula must declare a Return Type before saving. There are 4 options. Choosing the wrong type causes a type mismatch error — use the table below as a guide:

Return Type

When to use

Example formula

String

Result is text or a label

CONCAT(FirstName, " ", LastName)

Number

Result is a plain numeric value (count, score, quantity)

FLOOR(DaysOpen__c / 7)

Boolean

Result is true or false, used for flags and checkbox-style columns

AND(Amount > 50000, DaysOpen__c > 90)

Currency

Result is a monetary amount that should display with currency formatting

Amount - (Amount * Discount__c / 100)

Date

Result is a date value (no time component)

dateAdd(StartDate__c, 30, "days")

DateTime

Result is a date with time and use when time precision matters

now()

Supported Functions in Formula Fields

The following functions and operators are now supported. They are grouped by category for easier reference.

Logical Functions

Logical functions evaluate conditions and control the logic of your formula. They can return Boolean values or, in the case of IF, any return type based on what each branch produces.

Function

Description

Example

Result

and()

Returns true only if ALL conditions are true

if(and(Amount > 50000, DaysOpen__c > 90), "At Risk", "On Track")

"At Risk"

if()

Returns one value if true, another if false. Can be nested. Date-aware comparisons supported.

if(DueDate__c < now(), "Overdue", "On Track")

"Overdue"

isblank()

True if a text field is empty or contains only spaces

if(isblank(Phone), "No phone on file", Phone)

"No phone on file"

isnull()

True if a value is null or undefined

if(isnull(OwnerId), "Unassigned", Owner.Name)

"Unassigned"

or()

Returns true if AT LEAST ONE condition is true

if(or(Amount < 1000, StageName = "Needs Analysis"), "Review", "Good")

"Review"

Math Functions

All math functions operate on number fields or numeric expressions.

Result

Function

Description

Example

Result

abs()

Absolute value

abs(Amount - Forecast__c)

2000

ceil()

Rounds up to the nearest integer

ceil(Quantity__c / BoxCapacity__c)

exp()

e raised to the power of a number

exp(GrowthRate__c * Years__c)

1.35

floor()

Rounds down to nearest integer

floor(DaysOpen__c / 7)

log()

Natural logarithm

log(Amount)

13.8

max()

Largest value from a list

max(BasicPrice__c, StandardPrice__c, PremiumPrice__c)

1200

min()

Smallest value from a list

min(QuoteA__c, QuoteB__c, QuoteC__c)

500

round()

Rounds to the nearest integer

round(Amount * CommissionRate__c / 100)

763

sqrt()

Square root

sqrt(RiskScore__c)

sum()

Sum of two or more numbers

sum(Amount, AddonValue__c, ServiceFee__c)

750

String Functions

String functions work on text fields. They can be nested inside IF or combined with CONCAT for powerful display logic.

Function

Description

Example

Result

beginswith()

True if string starts with prefix

if(beginswith(Account.Name, "ENT-"), "Enterprise", "SMB")

"Enterprise"

concat()

Joins two or more strings

concat(FirstName, " ", LastName)

"John Doe"

contains()

True if string contains substring

if(contains(lower(Description), "competitor"), "Review", "OK")

"Review"

endswith()

True if string ends with suffix

if(endswith(lower(Email__c), ".gov"), "Government", "Commercial")

"Government"

left()

Returns leftmost N characters

left(BillingCountry, 2)

"Ma"

length()

Number of characters in a string

length(trim(Notes__c))

lower()

Converts text to lowercase

lower(Email__c)

"sales@acme.com"

replace()

Replaces part of a string

replace(Phone, "+60", "0")

"0123456"

substring()

Extracts characters from start to end

substring(Description, 0, 40)

First 40 chars

text()

Converts a number to a string

text(Amount)

"10000"

trim()

Removes leading and trailing spaces

trim(ProductName__c)

"Widget Pro"

upper()

Converts text to uppercase

upper(Account.Name)

"ACME CORP"

Date & DateTime Functions

Date and DateTime functions let you compute, compare, and format date values directly in the Formula Editor. Use these with formula fields that return Date, DateTime, Number, or String — depending on what the function produces.

Function

Description

Example

Result

now()

Returns current date and time

now()

2025-07-15 10:30

dateDiff()

Difference between two dates. Units: days, weeks, months, years

dateDiff(CloseDate__c, now(), "days")

e.g. 30

dateAdd()

Adds N units to a date. Use negative N to subtract

dateAdd(StartDate__c, 30, "days")

e.g. 2025-08-14

date()

Constructs a date from year, month, day integers

date(2025, 12, 31)

2025-12-31

year()

Extracts the year as a number

year(CloseDate__c)

2025

month()

Extracts the month (1–12)

month(CreatedDate__c)

day()

Extracts the day of month (1–31)

day(DueDate__c)

formatDate()

Returns date as a formatted string

formatDate(CloseDate__c, "MMM DD, YYYY")

"Jul 15, 2025"

formatDate() — Format Token Reference

Use the following tokens when building format strings for formatDate(). All tokens are uppercase.

Token

Meaning

Example Output

Month (numeric, 2-digit)

MMM

Month (abbreviated name)

Dec

MMMM

Month (full name)

December

Day (2-digit)

YYYY

Full year (4-digit)

2025

Short year (2-digit)

Standard US date example: formatDate(CloseDate__c, "MM/DD/YYYY") → 07/15/2025

Arithmetic Operators

Operators can be used directly in any numeric expression or inside IF conditions.

Operator

Meaning

Example Formula

Result

Addition

Amount + AddonValue__c

10500 (10000 + 500)

Subtraction

Amount - COGS__c

6000 (10000 − 4000)

Multiplication

Quantity__c * UnitPrice__c

1500

Division

Amount / Quantity__c

500 per unit

Remainder (modulo)

IF(InvoiceNumber__c % 2 = 0, "Even", "Odd")

"Even" (if number = 4)

Equals

IF(StageName = "Closed Won", "Won", "Not Won")

"Won"

Not equal

IF(Status__c != "Active", "Inactive", "Active")

"Inactive"

Greater than

IF(Amount > 50000, "Large Deal", "Small Deal")

"Large Deal"

Less than

IF(DaysOpen__c < 30, "New", "Aging")

"New"

Greater than or equal

IF(Amount >= 50000, "Tier 1", "Tier 2")

"Tier 1"

Less than or equal

IF(Score__c <= 40, "Low", "High")

"Low"

Advanced Real-World Examples

These examples combine multiple functions for more complex use cases.

Days until close (Number)

dateDiff(now(), CloseDate__c, "days")

Overdue flag with date comparison (String)

if(DueDate__c < now(), "Overdue", "On Track")

Contract end date (Date)

dateAdd(StartDate__c, ContractLength__c, "months")

Friendly pipeline label (String)

formatDate(CloseDate__c, "MMM YYYY")

Commission tier label

IF(Amount >= 50000, "Tier 1 (8%)", IF(Amount >= 20000, "Tier 2 (5%)", "Tier 3 (3%)"))

Short contact summary line

CONCAT(UPPER(LEFT(FirstName, 1)), ". ", LastName, " — ", TRIM(Title__c))

Result: "J. Smith — Senior Account Executive"

Deal risk score label

IF(AND(Amount > 50000, DaysOpen__c > 90), "High Risk", IF(OR(Amount > 50000, DaysOpen__c > 90), "Medium Risk", "Low Risk"))

Total value with fallback to zero

IF(ISNULL(Quantity__c), 0, Quantity__c * UnitPrice__c)

Masked account number

CONCAT("XXXX-", SUBSTRING(AccountNumber__c, LENGTH(AccountNumber__c) - 4, LENGTH(AccountNumber__c)))

Result: "XXXX-5678" from "ACC-005678"

Quick Reference — All Supported Functions

Column Header Action

Click the drop-down icon in the column header to search for records and choose which ones to display, allowing for more tailored data viewing.

Depending on the field type, the drop-down menu offers different options:

Picklist fields: You can search and select specific values, but filter options will not appear.
Date fields: Filter using preset options like Today, Tomorrow, Next Month, or choose a custom date using the calendar picker.
Number fields: Filter options adjust to allow number-specific conditions such as equals, greater than, less than, and more.
String fields: Users can filter records by selecting text values directly from the available list, making it easy to narrow down results based on specific text entries.
Formula Fields: Filtering behavior for Formula Fields depends on the formula’s output data type.
- Number formulas: Support number-based conditions (equals, greater than, less than, etc.).
- Text formulas: Allow filtering by selecting text values from a list.
Lookup Fields: Lookup filter options follow the data type of the referenced field.
- Lookup to text-based fields: Users can filter by selecting the available text values.
- Lookup to number-based fields: Number-specific filter conditions are applied.
- Lookup to date fields: Date-related filter options become available.

If a field is Locked (Read-Only) in Salesforce, it will also be locked in Wave. A lock icon appears in the column header, and the data is read-only. The entire column will appear in grey, indicating that it’s non-editable.

When a field is added using Lookup, the column header shows the number of lookup levels applied. Hover over the lookup number to view the full path. For example: CreatedBy >> Account >> CreatedBy >> Country

Filter Features

Only values available in the grid are shown.
Typing in the filter dynamically narrows the list.
Picklist values follow the Salesforce-defined order.
A blue filter icon in the header shows which columns have active filters.
Use Clear All Filters to reset your grid view.

Header Filter on Date and DateTime Fields (Know Issue)

Product

Wave Embedded

Description

Header Filter does not currently work correctly when applied to Date or DateTime type fields.

Reason

Header Filter currently does not support Date and DateTime field types.

Workaround

None at this time.

Column Header More Options

Wave Grid gives you Excel-like flexibility, putting you in control of your data with ease. Each column header offers powerful actions like freezing, sorting, grouping, and helping you organize information just the way you need it. You can also insert or remove columns seamlessly within the familiar, spreadsheet-style interface for a highly customizable data experience.

Freeze/Unfreeze Column

Keep a column visible while scrolling horizontally.
Unfreeze returns it to its original position.

Group Columns

Organize related fields by grouping columns together.
Find out more about Column Group here.

Insert Field

Open the Insert Field Panel

Click Insert Field to open a pop-up showing all available columns for the selected object (e.g., Opportunity).

Fields already present in the current grid will be pre-selected.
You can search for fields using the search bar or filter by data type using the Data Type dropdown.

Refresh Object Fields (Optional)

If you don't see newly added fields in Salesforce, click Refresh to sync the latest metadata from Salesforce.

Add and Confirm

Select the fields you want to insert and click OK. The selected columns will be added to your grid.

For Standard Grids, adding a new column/field converts it to a custom grid, with a toast notification and rename prompt. Find out more about it here.

Hide Column

Hide the selected field from the current grid view

Remove Field

Removes the selected field from the current grid view.

Sort

Sort data in ascending (A–Z / 0–9) or descending (Z–A / 9–0) order.

Notes: When you sort using the column header, the sorting only happens on the records that are already loaded in the grid. No Salesforce call is made. Also, this kind of sorting is temporary and will reset if you refresh or reopen the grid.

These Header Action features make data handling in Wave as seamless and powerful as working in Excel, enhancing productivity while keeping your Salesforce data structured and accessible.

Want to understand how Header Sort compares to Toolbar Sort? See Sorting Overview

Lookup

The Lookup feature enables you to:

See and update the account information from the Grid columns in a single click
Change the relationships between two entities in a single click. For example, if you wish to change the account name for a contact or vice versa, you can do it in a single click.

Please find the information that will help you to use the Lookup feature.

Where it is available, the Lookup feature is denoted by its icon in the column header, as shown in the image below.

In each field of such column, you will see the icon when hovering.
The data matter in such a column will have a grey background.

You can use Lookup to change entity relationships. For example, let's change the account name for the Dickenson Mobile Generations opportunity.

Hover over its respective account name field and click on the Lookup icon.
A pop-up will show the list of all account names. Scroll down or search for the new account name and click on it.
The account name for the Dickenson Mobile Generations opportunity will be changed.
It will also perform the other applicable changes.

The lookup feature will also enable you to view the entity details. For example, let's open the details for Account Name.

Instead of clicking on the Lookup icon, click on the account name written in a grey background.
The account details pop-up screen will open.
You can edit the details and save them if required.

Lookup Filters

Lookup fields in the grid now fully adhere to the filters applied in Salesforce, ensuring consistent data visibility and user experience in Salesforce. This configuration allows users to interact with more refined data sets, making it easier to find the necessary records.

This is only applicable for admin users. Non-admin users must have the "Grid Setup and Configuration" permission to use lookup filters.

Key Benefits:

Enhanced Data Accuracy: Lookup Filters ensure users are selecting from relevant data sets, reducing errors in data entry.
Improved Efficiency: Lookups display only records that meet the defined filter conditions, minimizing the need to sift through extensive lists.
Customizable Filters: Admins can define the filter criteria based on field values or other conditions to streamline the selection process.

This functionality is especially useful for users working with large data sets, ensuring that only the most relevant records are available in the lookup field.

Known Limitation

The following Lookup Filter scenarios are currently not supported:

Picklist – Contains / Starts With
- The Contains and Starts With operators do not support comma-separated values for Picklist fields.
Date Filter
- Comma-separated date values are not supported for date range filtering. Multiple dates or ranges cannot be specified within a single filter value.
Field-to-Field Picklist Comparison
- Field-to-field Picklist comparisons (for example, Account.Type = Opportunity.Type) are not supported when the current object's field value is blank.
Lookup Field – Contains / Starts With
- The Equals, Contains, and Starts With operators do not support comma-separated Lookup values.
Record Type – Contains / Starts With
- The Contains and Starts With operators do not support comma-separated Record Type values.

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