Grids
Last updated
Last updated
The Grid Screen is designed for seamless navigation, allowing users to quickly find and interact with their Salesforce data. With tools like Search Object, Grid Sidebar, Grid Selection Dropdown, Notes, and Activities, users can effortlessly locate records, switch between grids, log important details, track interactions, and access key actions without leaving the main screen. This section covers everything you need to efficiently explore, and navigate your grid.
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 Grid Screen.
The Grid Selection Drop-down 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 grids.
Report Grids – Grids based on Salesforce reports.
Global Grids – Grids globally shared with you.
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.
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.
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.
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.
The Object Bar lets you access recently used objects directly from the Wave Ribbon in the Grid Screen.
The Grid Selection Drop-down 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 Drop-down will display all available Account grids, such as Main Accounts.
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.
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.
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.
Clicking the Activities button opens the Activities pop-up, 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.
Click on an activity to open its details.
Modify the required fields.
Click Save Task to apply the changes.
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.
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.
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.
