Wave Dashboard

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.

  

• View Toggle Buttons:

  • All: Shows both Grids and Matrices.

  • Grids: Displays only Grids.

  • Matrices: Displays only Matrices.

  

• 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

  

• View Mode Switcher: Two icons allow toggling between:

  • List View

  • Card View

  

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.

OLD VERSION

This is the current version in our DOCs

What You Can Do with Wave Dashboard

• View all Grids and Matrices, categorized by Salesforce objects.

• Quickly access and interact with your data using:

  • Surf the Wave for Grids

  • Surf the Matrix for Matrices

• Designers can use the More Options (⋮) button to duplicate, delete, or sync lookup filters. For Grids specifically, they can also manage access and view published locations.

• If no configurations exist yet, the dashboard will prompt you to Create Your 1st Grid, guiding new users to the Grid Wizard to create a Grid or Matrix Wizard to create a Matrix. (Only applicable for Designers)

Designer User vs Standard User

• Designer User: Designers can create, manage, and edit grids and matrices in the Wave Dashboard. They can also search and create grids for objects that haven't been created yet.

• Standard User: Standard Users can only view grids and matrices that have been created by Designers and cannot create or modify them. (Note: Only applicable for Designers.)

Wave Grid

Wave Dashboard shows all the grids created via the Grid Wizard. First-time users can create new grids through the Grid Wizard (which will be covered in the Grid Wizard section).

• Grid Name: The name of the grid for easy identification (E.g.: All Contacts).

• Description: Description of the grid (E.g.: All the contacts that require follow-up).

• Object Icon: An icon representing the Salesforce object the grid is based on.

• Created By/Edited By: Names who created and last modified the grid.

To view the grid, click on "Surf the Grid." This will direct you to the Surf the Wave page, where you can view the data presented within the grid.

If you need to make changes, click "Edit." The "Edit" option will take you to the Grid Wizard, allowing users to modify the grid (Only applicable for Designers).

To access the grid options, click on the three dots . User can Configure Locations, Clone, Delete, and Access Control from here (Only applicable for Designers).

• Configured Location: To See the Configured location for grid

• Clone: Create a duplicate copy of the grid for further customization.

• Delete: Remove the grid from the system entirely.

• Access Control: Set visibility and add restrictions to your grid.

• Sync Lookup Filters: Sync the grid’s lookup filters with the latest data from Salesforce to ensure accuracy and consistency.

View Mode

The Wave Dashboard offers two view modes to view the list of grids in dashboard:

1. Table View: Standard list-style view.

2. Card View: A more visual, card-based layout.

To change the Card view to Table view, click on the list buttons.

In both views, you will find basic details about the grid and options for performing actions on it.

What You Can See:

• Visibility for Designer User: The Dashboard displays a comprehensive list of all global grids in the organization.

• Visibility for Standard User: The Dashboard provides a comprehensive view of all grids shared with them.

Search Features

The Wave Dashboard offers two search options to help users easily locate and manage their grids:

1. Search Object: This option allows users to search for objects within the system. This is useful if your grids are built on different objects, and you want to focus on a particular set of data. Designers have the ability to create a new grid for any object that does not yet have one.

1. Search Grid: This option lets users search for specific grids that have already been created, making it easier to find and access existing data.

Each search feature is designed to enhance user efficiency and streamline the process of managing grids in the Wave Dashboard.

Access Control

The Grid Wizard's access control step allows you to define how users interact with the grid. Here, you can set granular permissions to ensure data security and optimize user experience.

Grid Configuration

Here is what users can access while surfing the grid:

• Allow Adding Fields: Specify if users can personalize the grid by adding or removing fields from the grid.

• Allow Fields Rearrangement: Specify if users can rearrange the order of data fields displayed in the grid for their own convenience (drag-and-drop functionality).

• Allow Edit Filters: Determine if users can modify filter criteria applied to the grid. This allows them to personalize the data displayed in the grid based on their needs.

Access Settings

Here you can define who all can access the grid.

• All Users: All users with desired permission sets in the org can access the grid.

• Selected Users: Here you can select users and profiles with whom you would like to share the grid.