Grids
Wave Embedded and Wave Browser Extension
Both Wave Embedded and Wave Browser Extension provide a Grid Screen for viewing and interacting with Salesforce data. While the core grid experience is consistent across both products, the navigation, layout, and available controls differ between them.
Wave Embedded Grid Screen (Surf The Wave)
In Wave Embedded, grids are accessed via the Surf the Wave tab in the top navigation bar. Use the Object Bar to switch between Salesforce objects, and the Grid Selection Dropdown to switch between grids for the selected object. All grids created in Grid Wizard appear as a flat list in the dropdown.
For details on the grid interface and publishing, see Surf the Wave.
Wave Browser Extension Grid Screen (Grids)
In Wave Browser Extension, the Grid Screen is accessed by clicking Grids in the sidebar. It provides a dedicated screen for navigating, switching between, and working with grids across all your Salesforce objects.
Search Object
The Search Object bar allows you to quickly locate and switch between different object grids within the Grid Screen. Simply enter the name of an object, and a list of available grids associated with that object will appear.
Hover over any search result to view its available grids.
Click on a grid name to open it in the Grids Screen.
Grid Object Bar
The Object Bar allows users to quickly access recently used objects directly from the Grid Screen.
The Grid Selection Dropdown updates based on the object selected in the Object Bar.
Selecting a new object updates the drop-down to show the relevant grids associated with that object.
For example, if you select the Accounts object in the Object Bar, the Grid Selection Dropdown will display all available Account grids, such as Main Accounts.
Grid Selection Dropdown
The Grid Selection Dropdown displays the name of the currently open grid and allows you to switch between grids within the same object.
When clicked, it expands to show a categorized list of available grids for the selected object:
My Grids – Grids you created.
Salesforce Views – Standard Salesforce object views.
Report Grids – Grids based on Salesforce reports.
Global Grids – Grids globally shared with you.
Use the search bar within the dropdown to find a specific grid by name.
For example, if you are viewing the USA Lead Grid for the Lead object and want to switch to another Lead grid, simply select it from the drop-down.
Note: Unlike Wave Embedded where all grids are listed as a flat list, Wave Browser Extension organizes grids into categories (My Grids, Salesforce Views, Global Grids) for easier navigation.
Mark a Grid as Favorite
Click the Star ⭐ icon next to a grid name to mark it as a Favorite Grid. All favorite grids will be available under the Favorite Grids menu in the Grid Sidebar for quick access.
Grid Sidebar
The Grid Sidebar provides quick access to your frequently used grids, categorized as:
Favorite Grids – Grids you have marked as favorites.
Recent Grids – Grids you have accessed recently.
Global Grids – Grids that have been shared with you.
To access the sidebar, click the Open Sidebar button on the Grid Screen. The sidebar will display the categorized grids for easy selection.
Opening a Grid
Click any grid name to open it in the current tab.
Click the Open Grid in New Tab button next to a grid name to open it in a separate tab.
Notes
The Notes Board provides a dedicated space for users to capture important notes and reminders. Functioning like a notepad or clipboard, it allows users to quickly jot down, organize, and manage information. Accessible from multiple locations, it ensures easy access whenever needed.
Using the Notes Board:
Click on the Notes Board icon to open it.
Write down notes and press Enter to save them.
Use the Duplicate icon to make a copy or the Delete icon to remove a note.
Activities
The Activities section in Wave enables users to manage Salesforce tasks and events seamlessly. This feature allows users to view, edit, and create tasks and events directly from Wave, improving productivity and organization.
Enabling Activities
The Activities button is located on the right side of the Grid screen, next to the Notes button. Users can choose to display or hide this button based on their preference. By default, it is hidden, but it can be enabled in Settings:
Navigate to Settings > Advanced tab.
Check the Show Activities checkbox.
The Activities button will now appear on the Grid screen.
Using the Activities Screen
Clicking the Activities button opens the Activities panel, where users can:
View a list of all tasks and events.
Expand and review the details of any activity.
Edit existing tasks or events.
Create new tasks or events.
Editing an Activity
Click on an activity to open its details.
Modify the required fields.
Click Save Task to apply the changes.
Creating a Task
Select Task and click the + icon.
In the New Task pop-up, fill in the required details:
Status: Select from the Status dropdown.
Subject: Choose a subject from the Subject dropdown.
Priority: Set the priority (Low, Normal, or High).
Due Date: Select a date from the calendar.
Description: Enter task details in the text area.
Additional fields such as Related To, Assigned To, and Activity Currency can also be filled.
(Optional) Use the Notes Board to insert pre-written notes into the task description.
Click Save Task. The task will be created and added to Salesforce.
Creating an Event
The event creation process is similar to a task but includes additional event-specific fields:
Select Event and click the + icon.
Fill in the following details:
Subject: Select an event subject from the dropdown.
Time & Date: Use the Clock & Calendar to specify the event's time.
Show Time As: Choose how the event appears (Busy, Out of Office, or Free).
Location: Enter the event location.
All-Day Event: Check the All-Day Event checkbox if applicable.
Private Event: Check the Private checkbox to restrict visibility.
Click Save Event to finalize.
Using Notes Board in Activities
If you've added notes in the Notes Board from the Grid screen, you can reuse them in tasks and events:
Click Notes Board in the task/event description field.
Select a note to paste it directly into the text body.
📌 Tip: If you frequently use the same text in multiple tasks or events, save it in the Notes Board and insert it with one click.
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