🪄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.

  

• Use the Search Bar to locate an object. If a grid for the object does not exist, a popup will appear asking, "Do you want to create a new view?" . Click Create a New View to create the object grid.

  

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

  

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. 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.

4. Filters

Users can refine the grid data by applying filters to specific fields or creating filter groups.

• Add a Filter – Apply a condition to a single field.

• Add a Filter Group – Combine multiple filters for more advanced criteria.

After defining the filters, click Apply to confirm, then click Next to proceed.

5. Display Options

Users can customize the appearance and organization of data in the grid:

Conditional Formatting

Highlight data using Conditional Formatting.

Column Grouping

Group related columns for better organization.

Related List

Include related records for additional context and choose the Related List position—either in the right panel or as a hierarchical view.

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 to optimize data visibility.

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:

Add Row Action

Use this option to create and configure Row Action buttons for individual rows.

Steps to Configure a Row Action

1

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.

2

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.

3

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.

4

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

Add Grid Action

Use this option to create and configure Grid Action buttons for individual rows.

Steps to Configure a Grid Action

1

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.

2

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.

3

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. For Aura and LWC, user need to handle collection types manually.

Click Finish to save the action.

This setup ensures a customized and efficient grid experience, allowing users to trigger actions directly from the Grid.

7. Permissions

Designers and Admins can manage user access to grid features. Permissions are categorized into the following sections:

1. Users Tab

Control access based on specific user attributes. Upon clicking Users, you'll see three access options:

• 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.

2. Grid Control 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.

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.

Record Controls

• Allow adding and cloning records

• Allow deleting records

Save Options

• Refresh on Save: Automatically refresh 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.

• 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.

Additionally, grids can be added to a Lightning App page. To learn how, visit this link.