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Wave
Wave
  • Getting Started
    • 🌊What is Valorx Wave
      • Pick The Right Wave
    • 📔Get Started with Valorx Wave
      • Wave Browser Extension Installation & Setup
      • Wave Embedded Installation & Setup
  • Wave Workspace
    • Overview
    • 🏡Home
    • 📃Grids
    • 🟣Wave Floaty
    • Wave Dashboard
  • Wave Experience
    • 📚Type of Grid in Wave
    • 📝Create A New Grid
      • 🌈Manage Grid in Wave Browser Extension
      • 🪄Grid Wizard in Salesforce
  • WAVE DATA MANAGEMENT
    • 📊Managing Grid Data
      • Filter
      • Condition
      • Group
      • Column Group
      • Mass Modifier
    • ✏️Data Control & Customization
    • 🔍Data Interaction
    • 🔢Data Insights & Summary
    • ⌛Managing Records in Wave
  • Surf The Wave
    • 🏄‍♂️Surf The Wave in Salesforce
      • Using Wave Grid in Components and Flows
      • Row Action
      • Known Limitation
      • Wave Embedded Grid Migration
  • Matrix
    • 🔳Matrix Screen
  • 🎨Matrix Designer
  • ▶️Matrix Runtime
  • ⚡Matrix Launcher
  • REPORTS
    • 📈Reports Overview
  • IMPORT
    • 🚀Import Overview
  • SETTINGS
    • 🛠️Settings Screen
  • Release Notes
    • 📢Wave Browser Extension
      • March 25 Release (v40)
      • February 25 Release (v39)
      • January 25 Release (v38)
      • December 24 Release (v37)
      • October 24 Release (v36) - Hotfix
      • September 24 Release (v35) - Hotfix
      • August 24 Release (v34)
      • July 24 Release (v32)
      • June 24 Release (v31) - Hotfix
      • May 24 Release (v30)
      • April 24 Release (v29)
      • Archived Release Notes
        • March 24 Release (v28)
        • Feb 24 Release (v27)
        • Jan 24 Release (v26)
        • Dec 23 Release (v25)
        • Nov 23 Release (v24)
        • Oct 23 Release (v23)
        • Sept 23 Release (v21)
        • Aug 23 Release (v20)
        • Jul 23 Release (v18)
        • Jun 23 Release (v17)
        • May 23 Release (v15)
        • Apr 23 Release (v12)-Hotfix
        • Apr 23 Release (v11)
        • Mar 23 Release (v10)
        • Jan 23 Release (v9)
        • Jan 23 Release (v8)
        • Dec 22 Release (v7)
        • Nov 22 Release (v6)
        • Oct 22 Release (v5)
        • Sep 22 Release (v4)
        • Sep 22 Release (v3)
        • Sep 22 Release (v2)
        • Sep 22 Release (v1)
    • ☁️Wave Embedded
      • March 25 Release (v11)
      • February 25 Release (v10)
      • December 24 Release (v9) - Hotfix
      • November 24 Release (v8)
      • October 24 Release (v7)
      • September 24 Release (v6)
      • August 24 Release (v5)
      • July 24 Release (v4)
      • June 24 Release (v3)
  • HELP & FAQ
    • 💡FAQs
    • ✉️Get Support
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On this page
  • Home Screen
  • Dashboard Overview (Top Section)
  • Navigation & User Options (Top-Right Section)
  • User Profile Menu Overview
  • Recent Grids (Middle Section)
  • Create New Grid (Action Button)
  • Right Panel (Subscription & Support Resources)
  1. Wave Workspace

Home

Last updated 1 month ago

Home Screen

The Wave Home Screen serves as the central hub for users upon logging into Wave. It provides a comprehensive overview of key metrics, recent activity, and essential tools, ensuring quick access to frequently used grids and reports.


Dashboard Overview (Top Section)

At the top of the Wave Home Screen, a dashboard displays essential insights based on the user's activity in Wave:

  • Total Custom Grids – The number of custom grids created.

  • Total Global Grids – The total number of global grids created.

  • Top Object Used – The most frequently accessed Salesforce object in Wave.

  • Total Mapped Reports – The number of reports mapped within grids.

  • Records Fetch – The number of record fetch in grids.


Navigation & User Options (Top-Right Section)

The top-right corner of the screen provides quick access to user actions and account settings:

User Profile Menu Overview

Clicking the User Profile Button opens a window with the following options:

  • User Information – Displays the logged-in user's email address and name.

  • More Organizations – Allows users to manage multiple organizations:

    • Click Add to link a new organization.

    • If the user has added organizations, a list of linked organizations is displayed.

  • Logout – Logs the user out of their Wave account.

This menu provides a centralized location for users to manage their account details, organization access, and settings with ease.


Recent Grids (Middle Section)

The Recent Grids section provides a quick view of the most recently accessed grids, helping users resume work effortlessly. Each entry displays:

  • Grid Name

  • Salesforce Object

  • Additional Grid Details

Users can search for specific grids, matrices, or objects using the search bar, ensuring easy navigation.

Create New Grid (Action Button)

Positioned between the Dashboard Overview and Recent Grids, the "Add New" button allows users to quickly create a new grid, matrix, report and import files.


Right Panel (Subscription & Support Resources)

The right-side panel offers useful insights and resources to support users:

  • My Plans – Displays the number of Free and Pro members in the organization and the current subscription details.

  • Helpful Guide – Provides quick links to essential documentation and tutorials.

  • Feature Spotlight – Showcases new and key Wave features.

  • Your Feedback Matters – Allows users to submit feedback about their Wave experience.

This layout ensures a smooth workflow, helping users easily navigate, create grids, and manage their subscriptions.

Profile Button – Opens a user menu with account details and management options.

Take a Tour – A guided walkthrough to help users explore key features of Wave.

Upgrade (Available for free accounts only) – Allows users to upgrade their subscription plan for additional features.

Settings – Opens the page, where users can update preferences and configure their profile.

🏡
Settings Screen
Dashboard Overview
Multiple Org Support
User Profile
Search grids, matrix names and object.
Add New button
Right Panel