# Grid Wizard in Salesforce Create a custom grid in Wave Embedded to interact with your Salesforce data in a **spreadsheet-like interface**. Configure fields, filters, and display options to organize and manage your data efficiently within Salesforce. For Wave Embedded, users create grids through the **Grid Wizard** tab. The steps are as follows: ## 1. Create a New Grid There are multiple ways to create a new grid: ### **First-Time Users**: * Click the **Create New Grid** button at the bottom of the page.

### **Users with Existing Grids**: * Click **Create New Grid** at the top right.

* Navigate to the **Grid Wizard** tab and create a new grid from there.

Create a new grid by navigating to Grid Wizard tab.

*** ## 2. Grid Details * When creating a new grid, start by selecting an object. Then, choose one of the following options: * **Create from Scratch** – Manually add fields to customize the grid. * **Select from an Existing Salesforce List View** – Automatically includes fields based on the selected Salesforce List View configuration. * Edit or confirm the **Grid Name** (required). * Optionally, add a **Description**. * Click **Next** to proceed.

*** ## 3. Fields In this step, users define the structure of their grid by selecting and organizing the fields that will be displayed. This ensures the grid contains the most relevant data for their needs. ### Add or Remove Fields. Use the **+** button to include or exclude fields. \ \&#xNAN;***Note**: Select at least one field to create a grid.*

### Rearranging Fields. Drag and drop fields to customize the order. Once the desired fields are set, click **Next** to proceed.

### Field Configuration Field Configuration allows Designers to control how fields behave within the grid layout—without modifying Salesforce field metadata. This provides flexibility to tailor the user experience and improve data quality directly at the grid level. #### **Key Capabilities** **Rename Columns**\ Update column labels to better match business terminology or improve clarity for users. **Mark Fields as Required**\ Ensure that specific fields must be completed when creating new records. **Hide Fields**\ Remove fields from the layout view while still allowing them to be used in background logic such as filters or rules. **Mark Fields as Read-Only**\ Display fields as non-editable while keeping them visible to users. **Format Cell Column**\ Control how numeric values are displayed by adjusting decimal precision and applying unit scaling (e.g., thousands *K*, millions *Mn*). This affects display only—the underlying data remains unchanged. **Assign Default Values**\ Automatically populate fields with predefined values during record creation. This applies to new records only. **Search Fields in Configuration**\ Use the search bar within the Fields Configuration screen to quickly locate fields by name. This is especially useful when working with objects that contain a large number of fields.

*** ## 4. [Filters](https://docs.valorx.com/valorx-wave/wave-data-management/managing-grid-data/filter) Users can refine the grid data by applying filters to specific fields, combining conditions, or leveraging related record logic. #### **Filter Options** **Add a** [**Filter**](https://docs.valorx.com/valorx-wave/wave-data-management/managing-grid-data/filter#adding-a-filter)\ Apply a condition to a single field.

**Add a** [**Filter Group**](https://docs.valorx.com/valorx-wave/wave-data-management/managing-grid-data/filter#filter-groups)\ Combine multiple filters to create more advanced criteria using AND/OR logic.

[**Cross Filter**](https://docs.valorx.com/valorx-wave/wave-data-management/managing-grid-data/filter#cross-filters)\ Filter parent records based on conditions from related records—capability not available in standard Salesforce List Views. * **Filter by Related Records**\ Filter records based on whether related records: * Exist (With related records), or * Do not exist (Without related records) * **Optional Child Conditions**\ Apply additional conditions to related records using the same filter builder, including nested groups and AND/OR logic. * **Fully Integrated Experience**\ Cross Filters work seamlessly with standard filters and filter groups. They support drag-and-drop ordering and can be grouped or cloned as needed.

*** ## 5. Display Options Users can customize the appearance and organization of data in the grid: ### [**Rule**](https://docs.valorx.com/valorx-wave/wave-data-management/managing-grid-data/rule) Apply visual formatting and interactive behavior to grid data based on user-defined conditions.

### [**Column Grouping**](https://docs.valorx.com/valorx-wave/wave-data-management/managing-grid-data/column-group) Group related columns for better organization.

### **Related List** Include related records to provide additional context within the grid. Choose the Related List position either in the right panel or as a hierarchical view.

#### **Key Capabilities** **Full-Screen Overlay**\ Open related lists in full-screen mode as an overlay on top of the main grid, improving visibility and focus.

**Limit**\ Add up to 6 related lists (previously 4). The **Add New** button is automatically disabled once the limit is reached.

**Reorder Related Lists**\ Drag and drop related list icons or tabs to change their order. * Designer changes are saved in grid metadata. * Runtime users can reorder tabs, with preferences stored in Inter Personal Copy (IPC).

**Tooltip Support**\ Add or edit tooltips for each related list. If left empty, the relationship name is used by default. Tooltips appear on hover at runtime.

### **Layout** Freeze specific columns to enhance navigation. Users can freeze **columns to the left or right of the grid** as needed. Users can also adjust the [**Row Height**](https://docs.valorx.com/valorx-wave/wave-data-management/managing-grid-data#layout) to optimize data visibility.

### [Sort](https://docs.valorx.com/valorx-wave/wave-data-management/managing-grid-data#sort) The **Sort** feature helps you arrange records in a meaningful order, making it easier to analyze data effectively. After configuring the display options, click **Next** to proceed.

## 6. Actions The **Action Tab** in the Grid Wizard enables **Designers** to create interactive row actions, improving workflows and data management. These actions integrate with **Flows, Lightning Components (Aura), and Lightning Web Components (LWC)** to provide flexibility and seamless customization. Designers can configure two types of row actions: ### Row Action Use this option to create and configure **Row Action buttons** for individual rows. #### **Steps to Configure a Row Action** {% stepper %} {% step %} **Add and Customize an Action Button** Click **+ Row Action** to create a new action button. Then, customize its appearance and details: * **Button Style** – Choose between: * **Icon and Text** * **Icon Only** * **Label** – Enter a name for the button. * **Tooltip** – Provide additional guidance for users. * **Color Scheme** – Select a button color. * **Icon** – Choose an icon to represent the action visually.

{% endstep %} {% step %} **Select Action Type and Configure Return Settings** Click **Next**, then choose the desired action type: * **Lightning Web Component (LWC)** * **Aura Component** * **Flow** **Set Action Component and Return Settings** * **Row Refresh** – Determines post-action behavior: * **None** (Default) * **Always Refresh Row** * **Success Message** – Define a message to display after a successful action.

{% endstep %} {% step %} **Add Variables and Finalize Configuration** Click **Next** to assign variables: * **Name** – Define a variable name (e.g., *recordId*). * **Type** – Select the appropriate data type. * **Parameters** – Specify how values will be passed. * **Value** – Provide a value for the component. **Note:** In Flows, variables are dynamically added as they are configured. Click **Finish** to save the action.

{% endstep %} {% step %} **Action Column Position** This option determines where the **action buttons** appear within the row. #### **Steps to Configure Column Position** 1. Click **Action Column Position**. 2. Select the button placement: * **Left** * **Right**

Configure the Action column position on the grid

{% endstep %} {% step %} **Combine Row Action** Configure how row-level actions are displayed and executed within the grid. Enable the **Combine Row Actions** toggle (enabled by default) to consolidate all row action buttons into a single icon in the action column. * Clicking the icon opens a dropdown menu listing all available row actions. * Users can select and execute actions as usual from the dropdown. * A dedicated icon with a **“Row Actions”** tooltip represents the combined button at runtime.

{% endstep %} {% step %} **Callback Event for Row Action Completion** *(Aura Components and LWC only)* When implementing the Row Action button in an Aura Component or Lightning Web Component, you can use a callback event to trigger actions after the row update is completed. This allows you to refresh data, display success messages, or execute additional logic automatically. > **Note:** This step is **not applicable** if you are using the Row Action in a Flow component. To integrate this functionality into your org, add the following code to your component: #### **Aura Component Setup** 1. **Add the Message Channel**\ Include the Message Channel in your Aura component definition: ```xml ``` 2. **Publish the Callback Event**\ In your Aura controller, use the following code to publish the callback message: ```javascript invokeValorxCallback: function (component, isSuccess) { try { const payload = { status: isSuccess ? 'SUCCESS' : 'ERROR', }; component.find("callbackMessage").publish(payload); } catch (err) { console.info('error while triggering close', err); } }, ``` #### **LWC Setup** 1. **Import Message Service Features**\ Import the necessary features in your LWC component: ```javascript import { MessageContext, publish } from 'lightning/messageService'; import callbackMessage from '@salesforce/messageChannel/valorxwave__callbackMessageChannel__c'; ``` 2. **Publish the Callback Message**\ After completing all component actions, use the following code to publish the callback message: ```javascript @wire(MessageContext) messageContext; invokeValorxCallBack(isSuccess = false) { const payload = { status: isSuccess ? 'SUCCESS' : 'ERROR', }; publish(this.messageContext, callbackMessage, payload); } ``` {% endstep %} {% endstepper %} ### Grid Action Use this option to create and configure **Grid Action buttons** for individual rows. #### **Steps to Configure a Grid Action** {% stepper %} {% step %} **Add and Customize an Action Button** Click **+ Grid Action** to create a new action button. Then, customize its appearance and details: * **Button Style** – Choose between: * **Icon and Text** * **Icon Only** * **Label** – Enter a name for the button. * **Tooltip** – Provide additional guidance for users. * **Color Scheme** – Select a button color. * **Icon** – Choose an icon to represent the action visually.

{% endstep %} {% step %} **Select Action Type and Configure Return Settings** Click **Next**, then choose the desired action type: * **Lightning Web Component (LWC)** * **Aura Component** * **Flow** **Set Action Component and Return Settings** * **Refresh on Execution** – Determines post-action behavior: * **Do not Refresh** (Default) * **Always Refresh Selected Rows** * **Refresh Selected Rows on Success** * **Always Refresh Grid** * **Refresh Grid on Success** * **Success Message** – Define a message to display after a successful action.

{% endstep %} {% endstepper %} This setup ensures a **customized and efficient grid experience**, allowing users to trigger actions directly from the Grid. *** ## 7. Permissions The Permission tab is used to configure grid access and permissions. It contains two sub-tabs: **Users** and **Grid Controls**. ### 1. **Users Tab** This tab allows designers to manage user access to the grid. Access can be set to **All Users** or **Custom**. Selecting **Custom** enables granular control based on specific user attributes. Three access options are available: * **Users** – Assign grid access to individual users. * **Permission Sets** – Grant access based on Salesforce permission sets, ideal for large teams or dynamic user groups. * **Profiles** – Provide access according to user profiles. Use the **Add** button to grant access using any of the options above, or the **Remove Access** button to revoke it.

### 2. **Grid Controls Tab** Fine-tune grid functionality for specific users, profiles, or permission sets.

#### **Fields** * Allow or restrict the ability to **add** and **remove** fields to the grid. * Allow or restrict the ability to **rearrange** field positions. #### **Filters** * Control whether standard users can **edit filters** within the grid. #### **Record Controls** * Allow adding and cloning records. * Allow deleting records. * **Default Page Size** – Set the default number of records displayed in the grid, between 200 and 10,000 records. #### **Access Options** * **Allow Creating Custom Grids** – Enables standard users to create their own Custom Grids from the Global Grid. * **Allow Sharing Custom Grids with All Users** – Allows users to share their Custom Grids with others. This option is only available when custom grid creation is enabled. Permissions are **grid-specific** and take effect immediately after saving.\ Existing **Inter Personal Copy (IPC) grids** are automatically converted to **Custom Grids** once custom grid creation is enabled. If custom grid creation access is **revoked**, a warning is displayed and all associated Custom Grids are permanently deleted upon confirmation.

#### **Display Options** * **Conditional Formatting** – Control the ability to apply formatting based on field values. * **Column Grouping** – Enable users to group data by specific columns. * **Related Lists** – Allow adding related list * **Freeze/Unfreeze Columns** – Allow users to lock or unlock columns for easier navigation. * **Allow Sorting** – When disabled, users cannot sort data in the grid UI. * **Grid Header Label** – Controls the label displayed when the grid is published on a record page. Choose from three options: **Object Plural Name**, **Grid Name**, or **No Label**.

#### **Save Options** * **Refresh on Save**: Automatically refreshes modified records after saving. Enabled by default. *** ## 8. Save & Surf After configuring the grid, users can: * Click **Save and Surf** to finalize the setup and access the grid in [**Surf the Wave**](https://docs.valorx.com/valorx-wave/surf-the-wave/surf-the-wave-in-salesforce). * Click **Previous** to make adjustments before saving.

In **Surf the Wave**, users can view and interact with the grids they have access to. They can personalize the grid layout based on their permissions without affecting the original grid configuration. Users can also modify data or learn how to manage it by visiting this [link](https://docs.valorx.com/valorx-wave/wave-data-management/managing-grid-data). Additionally, grids can be added to a Lightning App page. To learn how, visit this [link](https://docs.valorx.com/valorx-wave/surf-the-wave/surf-the-wave-in-salesforce).