Manage Grid in Wave Browser Extension

Creating a New Custom 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.

Create a custom grid from Home Screen

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 window where you can:

• Rename the grid and add a description.

• Add or remove fields.

• Enable or disable the Global Grid option.

• Toggle the 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.

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🏷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.

Grid Name

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🧩 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 button will appear, allowing you to manage grid access.

• Optionally, enable the 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 option and configure the Refresh on Save setting.

Create a Custom Grid from Scratch

✨ 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. 🎉

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