Wave Dashboard
Home Screen for Wave Embedded
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.
Whether you're managing existing configurations or preparing to preview and publish new ones, the Wave Dashboard puts everything in one place—empowering Designers to manage, publish, and maintain both Grids and Matrices with ease.

Layout of the Workspace
The Wave Embedded environment includes four permanent tabs:
Wave Dashboard – Home screen displaying all Grids and Matrices.
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)
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
This is the default screen when opening Wave Embedded.
Top Section Overview
Search Bar: Allows users to 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—so you can choose how to visualize and interact with your Grids and Matrices. 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.
Below is the difference between the two view modes:
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.
Action Menu:

For Grids:
Surf the Grid - View the Grid (Opens Surf the Wave)
Published Locations - View where the grid is deployed
Edit - To edit the Grid(opens Grid Wizard)
Duplicate - Duplicate the grid for reuse or customization
Delete - Permanently remove the grid
Manage Access - Manage who can see and use the grid
Sync Lookup Filters - Ensure filters are up to date with Salesforce data
For Matrices:
Surf the Matrix - View the Matrix in runtime (Opens Surf the Matrix)
Edit - To edit the Matrix(opens Matrix Wizard)
Duplicate - Duplicate the matrix for reuse or customization
Delete - Permanently remove the matrix
Sync Lookup Filters - Ensure filters are up to date with Salesforce data
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:
Top-right label: Grid or Matrix depending on type.
Buttons:
Surf the Grid or Surf the Matrix – Opens the respective viewer.
Edit – Opens the item in Grid Wizard or Matrix Wizard.
More Options (⋮):
Duplicate - Duplicate the matrix or grid for reuse or customization
Delete - Permanently remove the matrix or grid
Sync Lookup Filters - Ensure filters are up to date with Salesforce data
For Grids only: Manage Access, Published Locations.
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 typically interact with Surf the Wave and Surf the Matrix only, without access to editing or management features.
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