Manage Grid in Wave Browser Extension
Creating a New Custom Grid in Wave Browser Extension
Last updated
Creating a New Custom Grid in Wave Browser Extension
Last updated
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.
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.
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.
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.
If an object doesn’t have any grids yet, you’ll see an Add New button—click it to get started.
Adding or removing fields on the grid.
Applying sorting or filtering conditions.
Then click on Edit button.
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.
Rename the grid and add a description.
Add or remove fields.
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.
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.
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.
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.
Use this when you want to build a grid based on a predefined Salesforce view.
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.
✨ Ideal for building a fully customized grid from the ground up.
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. 🎉
To update a Standard View grid, click the Edit button. This opens the window where you can:
Enable or disable the option.
Toggle the setting.
Choose whether to set the grid as global. If enabled, the button will appear, allowing you to manage grid access.
Optionally, enable the option to refresh the grid after saving.
You can also enable the option and configure the setting.
