> For the complete documentation index, see [llms.txt](https://docs.valorx.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.valorx.com/valorx-wave/wave-experience/create-a-new-grid/manage-grid-in-wave-browser-extension.md). # 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**. 🎉 ***