Type of Grid in Wave
Wave offers different types of grids to help you interact with Salesforce data efficiently. Each grid type suits a different data management need, while still providing a familiar, Excel-like interface for viewing, editing, and analyzing records.
Grids in Wave fall into four types:
Each type serves a specific purpose based on how data is displayed, modified, or shared within Valorx Wave.
Standard Grid (Salesforce View)
A Standard Grid is generated automatically when you open a Salesforce object's grid in Wave Extension without making any changes. It mirrors the object's view in Salesforce.
Key Features:
Displays all fields and records based on the default Salesforce setup.
The grid's structure can't be edited through Manage Grid. Opening Manage Grid on a Standard Grid displays: “This is a Salesforce view, it can't be edited”.
Customizing a Standard Grid
How your changes are saved depends on the type of change you make:
Rule, Group, Column Group, Mass Modifier, Layout Changes
Modifying a Rule, Group, Column Group, Mass Modifier, or Layout on a Standard Grid is saved directly onto that Standard Grid. It does not create a new Custom Grid.
Filter, Sort, or Field Changes
Applying a filter or sort, or adding/removing fields, automatically creates a new Custom Grid. This keeps the original Standard Grid unchanged for everyone else, while giving you a dedicated version to keep customizing. A toast notification confirms the Custom Grid was created.
Once this Custom Grid exists, you can open Manage Grid on it to:
Rename the grid and add a description.
Add or remove fields.
Enable or disable Global Grid.
Toggle the Refresh on Save setting.
Your new Custom Grid appears on the Grids screen, marked with the Custom Grid icon.
Saving Record Data
If you modify record data in a Standard Grid, Wave prompts you to confirm whether you want to save those changes back to Salesforce.
Visibility-related changes (such as sorting, filtering, or field selection) don't affect Salesforce and are saved only in Wave.
Custom Grid (My Grids)
A Custom Grid is created when you modify a Standard Grid or design a grid from scratch (Wave Embedded / Wave Browser Extension), or personalize a Global Grid.
Key Features:
Unique to the user who created it unless shared globally.
NOTE
Where a Custom Grid appears depends on the platform. In Wave Extension, Custom Grids are automatically saved under My Grids for easy access. In Wave Embedded, there's no My Grids section. Custom Grid created from a Global Grid instead appears nested under that Global Grid's name in the grid picker, marked with a copy icon.
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.
Salesforce Report vs. Mapped Report Grid
When you open a Salesforce report in Wave, it becomes a Mapped Report Grid. This mapping happens in just a few clicks.
The Mapped Report Grid opens on the Grids screen, where you can process it like any other grid:
Changes to record data can be saved back to Salesforce.
Visibility-related changes (sorting, filtering) remain within Wave only.
Converting a Mapped Report Grid to a Custom Grid
Mapped Report Grids are editable and offer the same Excel-like experience as other grids. However, some features, like sharing a Report Grid globally, require converting the report into a Custom Grid first.
IMPORTANT
Global sharing isn't supported for Report Grids directly. Convert the report into a Custom Grid first, then enable Global Grid to share it with other users.
To become eligible for conversion, make at least one personalization change to the Mapped Report Grid, such as adding or removing fields, applying a filter or sort, or resizing a column. For the full step-by-step walkthrough, see Converting a Mapped Report Grid to a Custom Grid in the Reports Overview.
Global Grid
A Global Grid is a reusable grid that can be shared across multiple users within an organization. Only Custom Grids can be set as a Global Grid.
Key Features:
Can be accessed by multiple users with appropriate permissions.
Provides a consistent view across a team.
NOTE
A Global Grid is a grid a Designer or Admin has explicitly shared with standard users. Any grid that hasn't been shared this way stays private to its creator. How a Global Grid gets created differs by platform (see below), but once it exists, standard users interact with it the same way on both platforms.
Global Grid in Wave Embedded
In Wave Embedded, a Designer or Admin creates a grid directly using the Grid Wizard, and it becomes a Global Grid by default.
By default, the grid is shared with all users.
The Designer or Admin can restrict this by specifying which users are allowed to access the grid, instead of sharing it with everyone.
Global Grid in Wave Browser Extension
In Wave Extension, anyone can create a grid directly using the Add New button. The grid isn't Global by default, it stays private to its creator.
Only a Designer or Admin can mark a Custom Grid as a Global Grid via Manage Grid. Standard users don't have this option.
Until a Designer or Admin does this, the grid stays private under My Grids.
Creating a Custom or Personal Grid from a Global Grid
Designers can empower standard users to manage and share personalized grid views directly from a Global Grid (Main Copy), without designer intervention. This works the same way on both Wave Embedded and Wave Browser Extension.
When a standard user makes their first change to a Global Grid, Wave automatically creates a Custom Grid for that user. They can keep the generated name or rename it before saving. This gives users a personal working copy tailored to their needs, while the original Global Grid configuration stays intact.
A Personal or Custom Grid is created when a standard user makes any of these changes to a Global Grid:
Filter, Rule, 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
Each user can create unlimted Custom Grids per Global Grid.
Custom Grids appear nested under their parent Global Grid's name in the grid picker, with quick actions for Share, Rename, Duplicate, and Delete.
Users with sharing permission can share their Custom Grids with other users directly.
Custom Grid creation is configured at the Global Grid level, under Manage Access.
Access Options
Designers control how standard users can interact with and personalize a Global Grid through three access options:
Allow Creating Custom Grids
Allow Sharing Custom Grids with All Users
Make Grid Read-Only
When "Allow Creating Custom Grids" is OFF (default)
If a standard user applies a layout change, filter, or rule on the Main Grid, Wave automatically creates a Personal Grid for that user, marked with a Personal badge.
The Personal Grid is private to that user and isn't visible to anyone else.
It has no effect on the Main Grid created by the Designer or Admin. The Main Grid stays unchanged for everyone else.
The user can reset their Personal Grid at any time to return to the original Main Grid view. Once reset, the Personal badge disappears and the grid reverts to the Main Grid.
When "Allow Creating Custom Grids" is ON
Once the Designer enables this option, all existing Personal Grids automatically convert into Custom Grids. From here, standard users get full control over their own copy:
They can rename, share, duplicate, or delete their Custom Grid.
The Custom Grid remains unknown to other users unless the owner explicitly shares it.
This has no effect on the Main Grid created by the Designer. Each user's Custom Grid is independent of the Main Grid and of other users' Custom Grids.
For the complete list of Grid Controls Designers and Admins can configure — Toolbar, Fields, Records, and more — see Enterprise Control
Sharing a Custom Grid Created from a Global Grid
Copy Link lets you generate a secure, shareable link to a Custom Grid. Anyone with the link can access the grid, subject to their existing permissions.
Generating a Link
The Copy Link section is always visible in the Share Grid dialog. If no link exists yet, the field shows "No link generated yet". Clicking Copy Link generates a link, copies it to your 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.
Platform Differences at a Glance
Standard Grid / Salesforce View
Doesn't exist
Standard users can open one directly
How a Global Grid is created
Automatic. Any grid a Designer/Admin creates is a Global Grid by default (shared with all users unless restricted)
Manual. A grid starts private and must be explicitly marked as Global Grid to share
“My Grids” section
Doesn't exist
Where standalone Custom Grids and personalized Standard Grid copies are listed
Custom Grid from a Global Grid (when allowed)
Nested under the Global Grid's name in the grid picker, with a copy icon indicating it's allowed
Same — nested under the parent Global Grid
Personal Grid (when custom grid creation isn't allowed)
Same behavior
Same behavior
Summary Table
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. 🚀
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