> 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-workspace/grids.md).
# Grids
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.
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## Wave Embedded Grid Screen (Surf The Wave)
In Wave Embedded, grids are accessed via the [Surf the Wave](/valorx-wave/surf-the-wave/surf-the-wave-in-salesforce.md) 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](/valorx-wave/wave-experience/create-a-new-grid/grid-wizard-in-salesforce.md) appear as a flat list in the dropdown.
For details on the grid interface and publishing, see [Surf the Wave](/valorx-wave/surf-the-wave/surf-the-wave-in-salesforce.md).
##  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.
Grids Screen
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##  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**.
Search Object
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## Grid Object Bar
The **Object Bar** allows users to quickly access recently used objects directly from the Grid Screen.
* The [**Grid Selection Dropdown**](#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**](#grid-selection-dropdown) will display all available **Account grids**, such as **Main Accounts**.
Grid Object Bar
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##  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.
{% hint style="info" %}
**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.
{% endhint %}
Grid Selection Dropdown
### 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**](#grid-sidebar) for quick access.
Mark a grid as a favorite
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##  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.
Open Grid Sidebar
### 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.
Open a grid using Grid Sidebar
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##  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:**
1. Click on the **Notes Board** icon to open it.
2. Write down notes and press **Enter** to save them.
3. Use the **Duplicate** icon to make a copy or the **Delete** icon to remove a note.
Add Notes
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##  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**:
1. Navigate to **Settings > Advanced tab**.
2. Check the **Show Activities** checkbox.
3. The **Activities** button will now appear on the Grid screen.
Accessing Activities
### 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
1. Click on an activity to open its details.
2. Modify the required fields.
3. Click **Save Task** to apply the changes.
Activities Screen
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### Creating a Task
1. Select **Task** and click the **+ icon.**
2. 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.
3. Additional fields such as **Related To, Assigned To, and Activity Currency** can also be filled.
4. (Optional) Use the **Notes Board** to insert pre-written notes into the task description.
5. Click **Save Task**. The task will be created and added to Salesforce.
New Task
### Creating an Event
The event creation process is similar to a task but includes additional event-specific fields:
1. Select **Event** and click the **+ icon.**
2. 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.
3. Click **Save Event** to finalize.
New Event
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### 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**:
1. Click **Notes Board** in the task/event description field.
2. 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.