# Managing Grid Data
The grid offers an **Excel-like experience**, providing powerful tools to help you efficiently organize, filter, and update your Salesforce data. Easily refine your view, highlight key records, apply bulk updates, and customize the layout to match your workflow.
This section covers essential grid features, including:
*  [**Refresh**](#refresh) – Update the grid to reflect the latest data.
* [ **Search**](#search) – Quickly find specific records.
*  [**Sort**](#sort) – Arrange data in ascending or descending order.
*  [**Layout**](#layout) – Customize the grid’s appearance.
*  [**More Options**](#more-options) – Access additional actions.
*  [**Share**](#share) – Share – *(Deprecated) This feature is no longer supported.*
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##  Refresh
The **Refresh Button** ensures users are always working with the most up-to-date data by reloading the grid and pulling the latest records from Salesforce.
Refresh grid
***Note:** If you attempt to refresh grids with unsaved changes, a **Refresh** confirmation pop-up will appear, prompting you to either save your changes or proceed without saving.*
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##  Search
Quickly locate records using the **Search** field. This feature allows you to search across both the Grids screen and Salesforce.
1. Enter a keyword in the **Search** field.
2. Matching results from Salesforce and grid rows will be displayed.
3. Click the **Close (X) icon** to clear the search and return to the full Grid view.
Search
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##  Sort
The **Sort** feature helps you arrange records in a meaningful order, making it easier to analyze data effectively.
### Applying Sorting
Follow these steps to sort records:
1. Click **Sort**, then click **+ Add a sort**.
2. Select the column you want to sort from the **Column** drop-down.
3. Choose the sorting order from the **Order** drop-down.
The grid updates instantly, displaying records based on your sorting selection.
### Sorting Order Options
Sorting behavior varies depending on the column type:
* **Text Columns** (e.g., Account Name) → Sort alphabetically (A to Z or Z to A).
* **Date Columns** (e.g., Created Date) → Sort chronologically (Older to Newer or Newer to Older).
### Managing Sorting
* Click the  icon to remove a sorting rule.
* Active sorting is indicated by the number of sorting parameters applied. To revert to the original grid view, remove all sorting parameters.
Sort
**Notes:** When you use the **Sort** option from the toolbar, Wave sends a request to Salesforce to retrieve the records in the desired order. This ensures that **all available records**—including those not yet loaded in the grid are sorted accurately.
Curious why sorting results may differ from Header Sort? See [Sorting Overview](https://docs.valorx.com/valorx-wave/wave-data-management/managing-grid-data/sort).
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##  Layout
The **Layout** feature allows you to adjust column field lengths based on your preferences. This is especially useful when working with records that contain lengthy data.
### Adjusting Column Field Length
Follow these steps to customize the layout:
1. Click **Layout**.
2. Select the desired column field length:
* **Short**
* **Medium**
* **Tall**
* **Extra Tall**
### Auto-Sizing Columns
* Enable **Auto Size Columns** to automatically adjust column widths based on the data length.
* Auto-sizing works in combination with any selected column field length.
Layout
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##  More Options
The **More Options** feature provides multiple functionalities in a single place for efficient grid management.
#### Available Actions in More Options
* **Add to Favorites / Remove from Favorites** – Mark a grid as a favorite for quick access.
* **Manage Grid** – Rename the grid and add a description.
* **Duplicate** – Create a copy of the grid.
* **Delete Grid** – Remove the grid permanently.
* **Backup Grid** – Backup the grid.
* **Export Data** – Download grid data in Excel or CSV format.
### Manage Grid
The **Manage Grid** screen allows you to update key settings for your custom grid. It's where you can make changes to the grid's structure, name, sharing options, and more—all in one place.
#### What You’ll See on the Manage Grid Screen:
* **Object Name**\
Displays the object associated with this grid. This field is read-only.
* **Grid Name**\
You can rename the grid here to reflect its purpose more clearly.
* **Fields**\
Shows the total number of fields currently used in the grid.
* Click this section to open the field list.
* Add or remove fields as needed to tailor the data shown in your grid.
* [**Global Grid**](#global-grids-manage-acces)\
Toggle this option **on** to make the grid a Global Grid (available to all users or specific users, depending on access settings).
* Toggle **off** to keep the grid private or custom.
* [**Refresh on Save**](#refresh-on-save)\
Enable this option if you want the grid to automatically refresh every time it’s saved.
* Disable it if you want to save without refreshing the data immediately.
Manage Grid
### Global Grids (Manage Access)
Global Grids allow you to share a **Custom Grid** with all users or specific users across your organization.
The **Manage Access** feature is available only when a Custom Grid is set as a **Global Grid**. By default, setting a grid to Global shares it with all users.
> **Note:** Only **Admins** and **Designers** can enable the **Global Grid** option. **Standard Users** will not see this setting.
Global Grid Manage Access
To configure access settings, click the **Manage Access** button. The Manage Access screen will display the **Object Name** and **Grid Name**, along with two tabs:
**1. Users Tab**
This tab allows you to define who can access the grid.
* **Allow All Users**\
Grant access to all users—no further action required.
* **Select Specific Users**\
Restrict access to selected users only.
> 🔔 If **Allow All Users** is selected, all users will automatically be granted access.
Users Tab
**✅ To assign access to specific users:**
1. Select **Select Specific Users**.
2. Click the **Add More** button.
3. In the **Select Users** window:
* Use the search bar or scroll to find users.
* Select the users you want to grant access to.
* Click **Assign** to save.
**2. Grid Control Tab**
This tab allows Admins or Designers to control how Standard Users interact with the grid.
**Field Permissions:**
* Allow adding and removing fields
* Allow rearranging fields
**Record Permissions:**
* Allow adding records and cloning records
* Allow deleting records
**Filters**
* ✅ Allow editing filters – Let users modify the filters applied to the grid
**Display Options**
* ✅ Allow conditional formatting – Allow or restrict users from applying visual formatting
* ✅ Allow editing Column Grouping – Let users group data by specific columns
* ✅ Allow adding Related Lists – Control whether users can add related lists to the grid
* ✅ Allow Freeze/Unfreeze Columns – Enable users to lock or unlock columns for easier scrolling
* ✅ Allow editing sort – Disable this option to prevent users from sorting data
Grid Control
This section ensures that users can personalize and control their grids based on their needs.
### Refresh on Save
When Auto Refresh is enabled, the entire row updates after a successful save, ensuring all fields, including read-only fields, reflect the latest data.
Example of data refresh after saving
### Duplicate
The **Duplicate Grid** feature allows users to create a copy of an existing grid. This new grid will have the same structure and data as the original, and you can make any necessary adjustments to the copied grid without affecting the original.
#### Global Grids
* **If assigned to specific users**:\
A pop-up titled **Duplicate Grid Name** appears with the following options:
* **Duplicate Global Grid with users**
* **Duplicate Global Grid without users**
* **If assigned to all users**:\
The **Manage Grid** pop-up opens directly, skipping the duplicate options screen.
Duplicate a global grid
#### Custom, Report, and Salesforce View Grids
* A pop-up titled **Duplicate Grid** appears.
* The grid name is auto-filled as `Grid Name Copy`.
* The **Manage Grid** pop-up opens immediately for further configuration.
Duplicate a custom grid
### Backup Grid
The **Backup Grid** feature lets you save your grid details as a backup file, so you can easily restore it later.
**How to Back Up a Grid**
1. Click the **More Options (⋯)** icon on your Grid.
2. Select **Backup Grid**.
3. The backup file will be generated and downloaded automatically.
The backup includes your grid’s settings such as fields, filters, sorting, grouping, layouts, and related lists.\
Each file is saved in **encrypted .wave** format.
> **Note:** Global Grids are backed up exactly as set by the admin (IPCs excluded).
Backup Grid
### Export Data
The **Export Data** feature allows you to download grid data in **Excel or CSV format**, making it easy to share and analyze.
#### How to Export Data
1. Click **More Options** in the **Toolbar** and select **Export Data**.
2. The **Export Data** window appears. Here, you can:
* Provide a **file name**.
* Select the export file format: **Excel** or **CSV**.
* Choose between:
* **Visible Records** – Exports only the records displayed on the grid.
* **All Records** – Exports all records available in the grid.
3. Click **Export** to download the file.
Export Data
**Note:**
* The **All Records** option is unavailable when the **Grouping** function is applied to the grid.
* Wave **Free Users** can export up to **40,000 records per month**. Once the limit is reached, exports won’t be allowed until the next monthly cycle resets.
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## Deprecated
**This feature is no longer supported.**
###  Share
The **Share** feature allows you to share a **Standard Grid, Custom Grid, or Mapped Report Grid** with team members, enabling seamless collaboration.
#### How to Share a Grid
1. Open the grid you want to share.
2. Click the **Share** icon.
3. The **Manage your grid** pop-up appears. You can update the **Grid Name** and add a **Grid Description** if needed.
4. Assign grid permissions:
* **Can edit** – Allows users to make changes.
* **Can view** – Restricts users to view-only access.
5. Enter the **name or email** of the team member(s) you want to share the grid with.
6. Click **Share**.
#### Managing Shared Access
* Click the **Share** icon again to view sharing details.
* To stop sharing: Click **Stop Sharing**.
* To remove access for a specific user: Click the **Delete** icon next to their name.
Remove sharing access
The **Share** feature allows you to share a **Standard Grid, Custom Grid, or Mapped Report Grid** with team members, enabling seamless collaboration.
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