# Overview 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 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: * ![](https://2237973035-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F65f4C4H8V5e0YV342mwp%2Fuploads%2FwLnrTGqbO6UXr0UGjWQR%2FHome%20Icon.png?alt=media\&token=d8b4d744-39ac-4665-a38e-e1dabc9f0430) [**Home**](https://docs.valorx.com/valorx-wave/wave-workspace/home) – Quick access to the Wave Home Screen. * ![](https://2237973035-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F65f4C4H8V5e0YV342mwp%2Fuploads%2FaEYdtmDoerFDzysrGym8%2FGrid%20Icon.png?alt=media\&token=19aa13bc-810c-4f18-a089-587df29d568f) [**Grids**](https://docs.valorx.com/valorx-wave/wave-workspace/grids) – Manage and interact with grids. * ![](https://2237973035-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F65f4C4H8V5e0YV342mwp%2Fuploads%2FDDFkLWUVdMUakb0QmAKk%2FReports%20Icon.png?alt=media\&token=54464504-9231-449e-8db3-9b28b724ce55) [**Report**](https://docs.valorx.com/valorx-wave/reports/reports-overview) – View and analyze reports. * ![](https://2237973035-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F65f4C4H8V5e0YV342mwp%2Fuploads%2FjZu5paMUXMb7mWZ4ak44%2FImport%20Icon.png?alt=media\&token=cdfa8f23-ae68-4ce5-9084-196b908a1279) [**Import**](https://docs.valorx.com/valorx-wave/import/import-overview) – Upload and process data. * ![](https://2237973035-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F65f4C4H8V5e0YV342mwp%2Fuploads%2FdbPlZbukRth99E4rZTbw%2FMatrix%20Icon.png?alt=media\&token=d3cf93d2-7167-4d09-8dbc-e2e59ce3a9eb) [**Matrix**](https://docs.valorx.com/valorx-wave/matrix/matrix-screen) – Work with advanced data structures. * ![](https://2237973035-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F65f4C4H8V5e0YV342mwp%2Fuploads%2FDTGk7LLwjl0y96o44UEj%2FInvite%20Icon.png?alt=media\&token=eb3d6e5e-c436-424e-b54a-2283e22b3309) **Invite** – Add new users to Wave. *(Visible only to Free Subscription users)* * ![](https://2237973035-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F65f4C4H8V5e0YV342mwp%2Fuploads%2F2RLV7hEXMAK6JD3zMcNp%2FFeedback%20Icon.png?alt=media\&token=14fa7df7-0f84-4a93-bb4b-6c53711492aa) [**Feedback**](https://docs.valorx.com/valorx-wave/settings/settings-screen#feedback) – Share feedback or request support. ### **2. Top Bar** Positioned at the top of the interface, the **Top Bar** includes: * ![](https://2237973035-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F65f4C4H8V5e0YV342mwp%2Fuploads%2F0b1u1Q5u18UXlabQyurp%2FUser%20Profile%20Icon.png?alt=media\&token=3c4f5d52-7e0a-486a-92db-363825938a37) **Profile Button** – Manage user settings and preferences. * ![](https://2237973035-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F65f4C4H8V5e0YV342mwp%2Fuploads%2FwP3Zr10mXcw35HG9m7yJ%2FTake%20A%20Tour%20Button.png?alt=media\&token=158e4cff-aef0-457d-922c-52891601ca5d)**Take a Tour Button** – Explore Wave features through an interactive guide. * ![](https://2237973035-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F65f4C4H8V5e0YV342mwp%2Fuploads%2FOGs3ScxIFEMbfO4lcz3P%2FUpgrade%20button.png?alt=media\&token=4c75fe3c-f89e-437b-8b5c-03ab07c662fa) **Upgrade Button** – Access upgrade options. *(Visible only to Free Subscription users)*

Wave Browser Extension Workspace

### **3. Wave Floaty** 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 Floaty

*** ## **Wave Embedded Workspace** Wave Embedded provides a compact workspace with essential navigation: ### **Top Navigation Bar** Users can switch between three key sections: * [**Wave Dashboard**](https://docs.valorx.com/valorx-wave/wave-workspace/wave-dashboard) – View and manage available grids. * [**Grid Wizard**](https://docs.valorx.com/valorx-wave/wave-experience/create-a-new-grid/grid-wizard-in-salesforce) – Configure and create grids. * [**Surf the Wave**](https://docs.valorx.com/valorx-wave/surf-the-wave/surf-the-wave-in-salesforce) – Access and work within selected grids.

Wave Embedded Workspace