> 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/type-of-grid-in-wave.md).

# Type of Grid in Wave

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:

1. ![](/files/LSvxFvtiyK3zTQg8rjH4) **Custom Grids**
2. ![](/files/Z6HQNFy0wi1s5OIqGYXB) **Standard Grids**
3. ![](/files/0WAj74bgjqKQYh9lVpEv) **Report Grids**
4. ![](/files/9cn3dtrAm7kTLtWTvRi4) **Global Grids**

Each type serves a specific purpose based on how data is displayed, modified, or shared within Valorx Wave.

***

## ![](/files/LSvxFvtiyK3zTQg8rjH4) **Custom Grid (My Grids)**

A **Custom Grid** is created when you modify a **Standard Grid** or design a grid from scratch.

🔹 A Custom Grid is created when any of the following changes are made**:**

* **Filter, Rules, Group, Column Group, or Sort** — Adding, removing, or updating any of these conditions.
* **Layout** — Updating the layout configuration.
* **Fields** — Adding or removing regular fields, related fields, or related lists.
* **Column Customization** — Hiding, unhiding, rearranging, resizing, or freezing columns.

🔹 **Key Features:**

* Automatically saved under ***My Grids*** for easy access.
* Unique to the user who created it unless shared globally.

<figure><img src="/files/6groeN1EXPr0CU7R3DGU" alt=""><figcaption><p>Custom Grid</p></figcaption></figure>

### Custom Grid Sharing

The Copy Link feature lets users generate a secure, shareable link to a Custom Grid. Anyone with the link can access the grid, subject to their existing permissions.

<figure><img src="/files/tRUGrJqJSJH4xqwigdfn" alt=""><figcaption></figcaption></figure>

#### Generating a Link

The **Copy Link** section is always visible in the Share Grid dialog. If no link exists, the field shows *"No link generated yet."* Clicking **Copy Link** generates a link, copies it to the clipboard, and shows a success message. If a link already exists, clicking **Copy Link** again re-copies the same link.

#### Revoking a Link

Once a link is generated, a **Revoke** icon appears next to the link field. Clicking it prompts a confirmation before removing the link. Once revoked, the old link stops working and a new one can be generated at any time.

#### Notes

* Only one active link exists per Custom Grid at any time.
* Links are secure and do not expose any internal identifiers.
* Available for Surf the Wave links only, not available for Global Grids.
* Email-based sharing is not affected.

***

## ![](/files/Z6HQNFy0wi1s5OIqGYXB) **Standard Grid (Salesforce View)**

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.

***

## ![](/files/0WAj74bgjqKQYh9lVpEv) **Report Grid**

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.

***

## ![](/files/9cn3dtrAm7kTLtWTvRi4) **Global Grid**

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

***

## **Summary Table**

<table data-full-width="false"><thead><tr><th width="158">Grid Type</th><th width="170">Source Data</th><th width="150.4444580078125">Customizable</th><th>Purpose</th></tr></thead><tbody><tr><td><strong>Standard Grid</strong></td><td>Salesforce Object</td><td>❌ No</td><td>Displays unmodified Salesforce data.</td></tr><tr><td><strong>Custom Grid</strong></td><td>Modified Salesforce Object</td><td>✅ Yes</td><td>Allows field selection, sorting, and filtering.</td></tr><tr><td><strong>Global Grid</strong></td><td>Shared Configuration</td><td>✅ Yes</td><td>Provides a consistent view across multiple users.</td></tr><tr><td><strong>Report Grid</strong></td><td>Salesforce Report</td><td>✅ Yes</td><td>Displays pre-configured report data.</td></tr></tbody></table>

By understanding the different grid types, users can efficiently manage and interact with their data in Valorx Wave. 🚀

### **Saving Changes**

* 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.

### **Key Difference**

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.

***

## **Salesforce Report vs. Mapped Report Grid**

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.


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