Type of Grid in Wave
Last updated
Last updated
Wave offers different types of grids to help users interact with Salesforce data efficiently. Each grid type is designed to suit various data management needs, providing an Excel-like interface for viewing, editing, and analyzing records seamlessly.
When working with Salesforce objects in Valorx Wave, grids are categorized into four types:
Custom Grids
Standard Grids
Report Grids
Global Grids
Each type serves a specific purpose based on how data is displayed, modified, or shared within Valorx Wave.
A Custom Grid is created when you modify a Standard Grid or design a grid from scratch.
🔹 How a Custom Grid is Created:
Adding or removing fields.
Applying sorting or filtering conditions.
Creating a grid from scratch based on specific requirements.
🔹 Key Features:
Automatically saved under My Grids for easy access.
Unique to the user who created it unless shared globally.
A Standard Grid is automatically generated when you open a Salesforce Object’s grid in Valorx Wave without any modifications. It mirrors the object’s structure as defined in Salesforce.
🔹 Key Features:
Displays all fields and records based on the default Salesforce setup.
Cannot be customized within Valorx Wave.
A Report Grid is designed to work with Salesforce Reports. Instead of displaying object records directly, it pulls data from a pre-defined Salesforce report.
🔹 Key Features:
Provides a summarized view of data based on Salesforce Reports.
Useful for analytical and reporting purposes.
Cannot be modified like a Custom Grid but reflects changes made in the original Salesforce Report.
A Global Grid is a reusable grid that can be shared across multiple users within an organization.
🔹 Key Features:
Can be accessed by multiple users with appropriate permissions.
Only Custom Grids can be set as Global Grid
Standard Grid
Salesforce Object
❌ No
Displays unmodified Salesforce data.
Custom Grid
Modified Salesforce Object
✅ Yes
Allows field selection, sorting, and filtering.
Global Grid
Shared Configuration
✅ Yes
Provides a consistent view across multiple users.
Report Grid
Salesforce Report
✅ Yes
Displays pre-configured report data.
By understanding the different grid types, users can efficiently manage and interact with their data in Valorx Wave. 🚀
If you modify record data in Standard Grid or Salesforce View, Valorx Wave will prompt you to confirm whether you want to save those changes in Salesforce.
Visibility-related changes (such as sorting, filtering, or field selection) do not affect Salesforce and are saved only in Valorx Wave as a Custom Grid.
A Custom Grid exists only in Valorx Wave and does not impact Salesforce grids. However, both Standard and Custom Grids allow you to edit and save record data in Salesforce.
When working with Salesforce reports in Valorx Wave, they are referred to as Mapped Report Grids.
Mapped Report Grid:
When you open a Salesforce report in Valorx Wave, it becomes a Mapped Report Grid.
This process involves mapping the Salesforce report to Valorx Wave in just a few clicks.
Processing Reports:
The Mapped Report Grid opens in the Grids Screen, where you can process it just like any other grid.
Changes to record data can be saved in Salesforce, while visibility-related changes (such as sorting or filtering) remain within Valorx Wave.
