Overview

Wave provides two distinct workspaces for interacting with Salesforce data. Both deliver a familiar spreadsheet-like interface for editing, sorting, and analyzing records, while catering to different user needs and deployment contexts.

Wave Embedded is accessed directly within Salesforce through a top navigation bar. It provides a lightweight, Excel-like experience for users who need to quickly update and organize Salesforce data without leaving the platform.

Wave Browser Extension is accessed via a Chrome or Edge browser extension, featuring a sidebar and top bar for navigation. It is suited for users who frequently manage multiple grids and reports, with support for bulk editing, advanced filtering, and structured data management.

Below is an overview of the key components in each workspace.

Below is an overview of the key components in each workspace.

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Wave Embedded Workspace

Wave Embedded provides a compact workspace with essential navigation:

Top Navigation Bar

Users can switch between five key sections:

• Wave Dashboard – View and manage available grids and matrices.

• Grid Wizard – Configure and create grids.

• Surf the Wave – Access and work within selected grids.

• Matrix Wizard – Configure and create matrices.

• Wave Admin - Manage backup and restore, scheduled jobs, and 360 Viewer settings.

Additionally, there's a temporary tab:

• Surf the Matrix – Opens only when a Matrix is being viewed and can be closed. (Matrix Runtime)

Wave Embedded Workspace

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Wave Browser Extension Workspace

Wave Browser Extension includes a sidebar and top bar for navigation. When installed, the Wave Floaty appears on Salesforce pages for quick actions.

1. Wave Sidebar

Located on the left, the Wave Sidebar provides access to key sections:

• Home – Quick access to the Wave Home Screen.

• Grids – Manage and interact with grids.

• Report – View and analyze reports.

• Import – Upload and process data.

• Matrix – Work with advanced data structures.

• Invite – Add new users to Wave. (Visible to Free Subscription users)

• Settings - The Settings page allows administrators to configure and manage Wave.

• Feedback – Share feedback or request support.

2. Top Bar

Positioned at the top of the interface, the Top Bar includes:

• Profile Button – Manage user settings and preferences.

• Take a Tour Button – Explore Wave features through an interactive guide.

• Upgrade Button – Access upgrade options. (Visible to Free Subscription users)

Wave Browser Extension Workspace

3. Wave Floaty

Located on the right side of Salesforce pages, the Wave Floaty provides quick object access without switching contexts. See the Wave Floaty section for full details.

• Click the Wave Floaty Button to open a selection panel.

• Choose an Object, then view its associated grids.

• Select a grid to navigate directly to the corresponding Wave Browser Extension Object Grid Page.

Wave Floaty

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