Overview
Last updated
Last updated
Wave provides two distinct workspaces for interacting with Salesforce data, each designed to enhance user efficiency and experience. Whether working directly within Salesforce or using an embedded experience, both options ensure seamless grid management and data interaction with a familiar spreadsheet-like interface that allows users to edit, sort, and analyze data efficiently.
Wave Browser Extension – Accessed via a browser extension, featuring a sidebar and top bar for navigation. Additionally, when Wave is installed, the Wave Floaty appears on Salesforce pages, providing quick actions without switching contexts. This workspace is ideal for users who need Excel-style grid functionality, enabling bulk editing, advanced filtering, and structured data management.
Wave Embedded – Accessed directly within Salesforce, offering a simplified interface with a top navigation bar for seamless interaction with grids. It provides a lightweight, Excel-like experience for users who need to quickly update and organize Salesforce data within their existing workflow.
Each workspace is designed to cater to different user needs. Wave Browser Extension offers a comprehensive navigation system, making it ideal for users who frequently manage multiple grids and reports. On the other hand, Wave Embedded provides a more flexible and efficient way to interact with Salesforce data without leaving the platform, maintaining an intuitive spreadsheet-style interface.
Below is an overview of the key components in each workspace.
Wave Browser Extension includes a sidebar and top bar for navigation. When installed, the Wave Floaty appears on Salesforce pages for quick actions.
Located on the left, the Wave Sidebar provides access to key sections:
– Quick access to the Wave Home Screen.
– Manage and interact with grids.
– View and analyze reports.
– Upload and process data.
– Work with advanced data structures.
Invite – Add new users to Wave. (Visible only to Free Subscription users)
– Share feedback or request support.
Positioned at the top of the interface, the Top Bar includes:
Located on the right side, the Wave Floaty provides quick object access:
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 Embedded provides a compact workspace with essential navigation:
Users can switch between three key sections:
Profile Button – Manage user settings and preferences.
Take a Tour Button – Explore Wave features through an interactive guide.
Upgrade Button – Access upgrade options. (Visible only to Free Subscription users)
– View and manage available grids.
– Configure and create grids.
– Access and work within selected grids.
