Wave Dashboard
Home Screen for Wave Embedded
Access and Roles
Only Designers have full access to the Wave Dashboard, including the ability to:
Create and edit Grids and Matrices
Manage access
View published locations
Use Sync Lookup Filters
Standard users can access the Wave Dashboard to view available Grids and Matrices, but the Edit button and More Options menu are not available to them. They can only use Surf the Wave or Surf the Matrix to open and interact with content.
Wave Dashboard
The Wave Dashboard is the central hub where all your Grids and Matrices are organized and managed. It provides a unified view of everything created using the Grid Wizard and the Matrix Wizard in Wave Embedded. The Wave Dashboard is the starting point for Designers to manage, publish, and maintain Grids and Matrices.
Layout of the Workspace
The Wave Embedded environment includes four permanent tabs:
Wave Dashboard – Home screen displaying all Grids and Matrices. This is the default screen when opening Wave Embedded.
Grid Wizard – For creating or editing Grids.
Surf the Wave – For viewing and interacting with Grid data.
Matrix Wizard – For creating or editing Matrices. (Matrix Configuration)
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 Dashboard: Grids and Matrices
Top Section Overview
Search Bar: Search by Grid or Matrix name. Start typing to filter the displayed results.
Search Matrix or Grid using Search Bar View Toggle Buttons:
All: Shows both Grids and Matrices.
Grids: Displays only Grids.
Matrices: Displays only Matrices.
Toggle View Wave Dashboard Add New Button: Opens a popup with the question: “What would you like to create?” Users can choose between:
Grid → opens the Grid Wizard
Matrix → opens the Matrix Wizard
Add New Button View Mode Switcher: Two icons allow toggling between:
List View
Card View
Wave Dashboard View Mode
View Mode (Main Screen)
The Wave Dashboard offers two display options: Card View and List View. Easily switch between views using the toggle buttons at the top right, depending on your preference for a detailed list or a more visual layout.
Card View
When Card View is selected, each Grid or Matrix appears as an individual card.
Card Elements:
Title: Name of the Grid or Matrix.
Object: The Salesforce object used in the setup.
Label: Displayed at the top right of each card – either Grid or Matrix depending on type.
Each card includes the following buttons:
For Grids:
Surf the Grid – View the Grid (opens Surf the Wave)
Edit – Edit the Grid (opens Grid Wizard)
More Options (⋮):
Duplicate – Duplicate the Grid for reuse or customization
Delete – Permanently remove the Grid
Backup – Back up the Grid
Manage Access – Manage who can see and use the Grid
Sync Lookup Filters – Ensure filters are up to date with Salesforce data
Publish – View where the Grid is deployed and get the Grid ID
For Matrices:
Surf the Matrix – View the Matrix in runtime (opens Surf the Matrix)
Edit – Edit the Matrix (opens Matrix Wizard)
More Options (⋮):
Duplicate – Duplicate the Matrix for reuse or customization
Delete – Permanently remove the Matrix
Backup – Back up the Matrix
Manage Access – Manage who can see and use the Matrix
Sync Lookup Filters – Ensure filters are up to date with Salesforce data
Publish – View where the Matrix is deployed and get the Matrix ID
List View
When List View is active, all Grids and Matrices are displayed in a tabular format.
Columns Displayed:
Name: The name of the Grid or Matrix.
Object: The related Salesforce object.
Details: Indicates if it's a Grid or Matrix.
Actions: A triple-dot (⋯) menu offering contextual options.
Grid Publishing
The Publish option opens the Publish Details panel, where you can retrieve the Grid ID or Matrix ID and view the pages where the Grid or Matrix is deployed.
How to Access Publish Details
On the Wave Dashboard, click the More Options icon (⋮ or ⋯) on the Grid or Matrix card or row.
Click Publish from the menu.
The Publish Details panel opens, displaying the Grid ID or Matrix ID at the top right. Click the copy icon next to the ID to copy it to your clipboard.
Publish Details Panel
The panel contains two tabs:
Location: Displays the Salesforce pages where the Grid or Matrix is currently published, including the Page Name and Page Type. If the Grid has not been published anywhere, a “This Grid Is Not Published Anywhere” message is shown along with a View Publish Instructions button.
Instructions: Provides a step-by-step guide for publishing the Grid or Matrix to a Salesforce Lightning page (App Page, Record Page, or Home Page). Follow the on-screen steps to complete the setup in Salesforce Lightning App Builder.
Note: Publishing instructions within the Publish Details panel are specific to Lightning Experience. For further guidance on publishing, refer to the dedicated publishing documentation.
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