# Manage Grid in Wave Browser Extension Easily create a custom grid in Wave Browser Extension to manage your Salesforce data in a **spreadsheet-like interface**. Creating a Custom Grid allows you to view specific records for an Object based on your needs. For example, you can create a Grid to: * View **all leads with an attachment**. * Display **opportunities in the chemical industry** with a **Pending Approval** status. ## 🛠️ Ways to Start Creating a Custom Grid You can create a custom grid in several ways, depending on where you are in the Wave Browser Extension. While the entry point may vary, the setup process remains the same. ### **Home Screen** * Click **Add New**, then select **Grid** from the popup (other options: Matrix, Reports, Import). * Choose the **Object Name** from the available list or from the Most Popular list.

### **Grid Selection Dropdown** * Navigate to the desired **Object tab** before creating a grid. For example, if creating a Grid for **Account**, click **Account** before selecting **Add New** from the Grids Selection Dropdown. * Click **Add New**.

Create a custom grid from Grid Selection Dropdown

### **Objects with No Views** * If an object doesn’t have any grids yet, you’ll see an **Add New** button—click it to get started.

Create a custom grid for an object with no existing grids

### **Customize Standard Grid (Salesforce View)** * Adding or removing fields on the grid. * Applying sorting or filtering conditions. * Then click on **Edit** button.

Create a custom grid by editing the Salesforce View

The first time you **apply sorting, filtering, or add/remove fields** in a **Standard Grid**, a **New Custom Grid** is automatically created. This ensures you have a dedicated version to work with whenever needed. A **toast notification** will appear, confirming the creation of the Custom Grid. To update a Standard View grid, click the **Edit** button. This opens the [**Manage Grid**](/valorx-wave/wave-data-management/managing-grid-data.md#manage-grid) window where you can: * **Rename** the grid and add a description. * **Add** or **remove** fields. * Enable or disable the [**Global Grid**](/valorx-wave/wave-data-management/managing-grid-data.md#global-grids-manage-access) option. * Toggle the [**Refresh on Save**](/valorx-wave/wave-data-management/managing-grid-data.md#refresh-on-save) setting. ***Note**: The **Salesforce View** and **Start from Scratch** options are not available here, as you're modifying an existing Salesforce View layout.* Any further modifications made using **Grid features** will be saved exclusively within this Custom Grid. Your new **Custom Grid** appears in the Grids screen, marked with the **Custom Grid icon**. *** ## 🏷**Name Your Grid** * By default, the grid name will be pre-filled as **Custom + \[Object Name] + Grid** (e.g., Custom Account Grid). * If you enable the **Global Grid** option, the name will automatically change to **Global + \[Object Name] + Grid** (e.g., Global Account Grid). * If you manually remove **Custom** from the grid name, **Global** will also be removed.

*** ## 🧩 Choose Grid Setup Option **In the Create Grid window, choose one of the following setup methods:** * **Salesforce View (Default):**\ Use a predefined Salesforce view. All fields in the view will be auto-populated. You can add or remove fields as needed. * **Start from Scratch:**\ Manually select the fields you want to include in your grid from the object’s field list. ### **Salesforce View (Default Option):** * After selecting the object, **Salesforce View** is selected by default. * Choose a **Salesforce View** from the dropdown list. * All fields from the selected view will be displayed. * You can **add** or **remove** fields as needed. * Choose whether to set the grid as **global**. If enabled, the [**Manage Access**](/valorx-wave/wave-data-management/managing-grid-data.md#global-grids-manage-access) button will appear, allowing you to manage grid access. * Optionally, enable the [**Refresh on Save**](/valorx-wave/wave-data-management/managing-grid-data.md#refresh-on-save) option to refresh the grid after saving.

Create a global grid using Salesforce View

> Use this when you want to build a grid based on a predefined Salesforce view. ### **Start from Scratch** * Select **Start from Scratch** to manually choose fields for the grid. * An **Object Fields List** window will appear. Select the fields you want to include in your grid. * Click **Update Fields** to proceed. * You can also enable the [**global grid**](/valorx-wave/wave-data-management/managing-grid-data.md#global-grids-manage-access) option and configure the [**Refresh on Save**](/valorx-wave/wave-data-management/managing-grid-data.md#refresh-on-save) setting.

> ✨ Ideal for building a fully customized grid from the ground up. ### ✅ Final Step: Create the Grid Once everything looks good, click **Create Grid** to finish setup. Your custom grid is now ready! Your new **Custom Grid** appears in the Grids screen, marked with the **Custom Grid icon**. 🎉 *** --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://docs.valorx.com/valorx-wave/wave-experience/create-a-new-grid/manage-grid-in-wave-browser-extension.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.