> For the complete documentation index, see [llms.txt](https://docs.valorx.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.valorx.com/valorx-wave/wave-workspace/wave-dashboard.md).

# 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**](/valorx-wave/surf-the-wave/surf-the-wave-in-salesforce.md) or [**Surf the Matrix**](/valorx-wave/matrix/matrix-runtime.md) to open and interact with content.

***

## Wave Dashboard

The **Wave Dashboard** is the central hub where all your [**Grids** ](/valorx-wave/wave-workspace/grids.md)and [**Matrices**](/valorx-wave/matrix/matrix-runtime.md) are organized and managed. It provides a unified view of everything created using the [**Grid Wizard**](/valorx-wave/wave-experience/create-a-new-grid/grid-wizard-in-salesforce.md) and the [**Matrix Wizard**](/valorx-wave/matrix/matrix-configuration.md) in Wave Embedded. The Wave Dashboard is the starting point for Designers to manage, publish, and maintain Grids and Matrices.

<figure><img src="https://2237973035-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F65f4C4H8V5e0YV342mwp%2Fuploads%2FsJUcsP0ccKEQy6HraM7v%2FWave%20Dashboard.png?alt=media&amp;token=5c18bb79-56bc-49cb-9ae7-85afe860e6a4" alt=""><figcaption><p>Wave Dashboard</p></figcaption></figure>

## Layout of the Workspace

The Wave Embedded environment includes four permanent tabs:

* [**Wave Dashboard**](#wave-dashboard) – Home screen displaying all Grids and Matrices. This is the default screen when opening Wave Embedded.
* [**Grid Wizard**](/valorx-wave/wave-experience/create-a-new-grid/grid-wizard-in-salesforce.md) – For creating or editing Grids.
* [**Surf the Wave**](/valorx-wave/surf-the-wave/surf-the-wave-in-salesforce.md) – For viewing and interacting with Grid data.
* [**Matrix Wizard**](/valorx-wave/matrix/matrix-configuration.md) – For creating or editing Matrices. (*Matrix Configuration*)
* [**Wave Admin**](/valorx-wave/wave-admin-and-control/wave-settings.md) - Manage [backup and restore](/valorx-wave/wave-admin-and-control/backup-and-restore.md), scheduled jobs, and [360 Viewer](/valorx-wave/wave-admin-and-control/360-snap.md) settings.

Additionally, there's a **temporary tab**:

* [**Surf the Matrix**](/valorx-wave/matrix/matrix-runtime.md) – 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.<br>

  <figure><img src="https://2237973035-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F65f4C4H8V5e0YV342mwp%2Fuploads%2Fve8sbjZ4sOp5WyAS1ibc%2FSearch%20Bar.gif?alt=media&amp;token=f1754c9a-9f2a-4754-b260-8d17862e916d" alt=""><figcaption><p>Search Matrix or Grid using Search Bar</p></figcaption></figure>

* **View Toggle Buttons**:

  * **All**: Shows both Grids and Matrices.
  * **Grids**: Displays only Grids.
  * **Matrices**: Displays only Matrices.

  <figure><img src="https://2237973035-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F65f4C4H8V5e0YV342mwp%2Fuploads%2FeTdQUZI7WY03oOkUsMup%2FView%20Toggle%20Button.gif?alt=media&amp;token=6ac198e2-06f5-4311-aeff-0df0497da600" alt=""><figcaption><p>Toggle View Wave Dashboard</p></figcaption></figure>

* **Add New** **Button**: Opens a popup with the question: *“What would you like to create?”*\
  Users can choose between:

  * **Grid** → opens the [Grid Wizard](/valorx-wave/wave-experience/create-a-new-grid/grid-wizard-in-salesforce.md)
  * **Matrix** → opens the [Matrix Wizard](/valorx-wave/matrix/matrix-configuration.md)

  <figure><img src="https://2237973035-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F65f4C4H8V5e0YV342mwp%2Fuploads%2Fwwj3IS7g2K6eFORdrltK%2FAdd%20New%20Button%20v2.gif?alt=media&amp;token=eb0d94f8-b621-477d-8812-cabeade6bc53" alt=""><figcaption><p>Add New Button</p></figcaption></figure>

* **View Mode Switcher**: Two icons allow toggling between:

  * **List View**
  * **Card View**

  <figure><img src="https://2237973035-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F65f4C4H8V5e0YV342mwp%2Fuploads%2FS7zQo7p2dPXychAsjDCk%2FView%20Mode%20.gif?alt=media&amp;token=57bc1af0-f0db-4110-b24c-c34160048a45" alt=""><figcaption><p>Wave Dashboard View Mode</p></figcaption></figure>

## 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.

<figure><img src="https://2237973035-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F65f4C4H8V5e0YV342mwp%2Fuploads%2FMknatdobGMlef4QbC3z2%2FCard%20View.png?alt=media&amp;token=bb59e281-f574-499d-a3ae-13f27b9ed239" alt=""><figcaption></figcaption></figure>

#### 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.

<figure><img src="https://2237973035-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F65f4C4H8V5e0YV342mwp%2Fuploads%2FIp7jeqwtaL35iwbDls0R%2FCard%20View%20Action.gif?alt=media&amp;token=3b9cf430-0ad7-4efb-8f29-27ff5b2cd3c8" alt=""><figcaption></figcaption></figure>

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.

<figure><img src="https://2237973035-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F65f4C4H8V5e0YV342mwp%2Fuploads%2F3HV8kKc9VCQYCc0gXwIS%2FList%20View.png?alt=media&amp;token=6cff6792-22c8-47f4-970e-310b0e9ab990" alt=""><figcaption><p>List View</p></figcaption></figure>

<figure><img src="https://2237973035-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F65f4C4H8V5e0YV342mwp%2Fuploads%2FGGpFUnSySfkHHRClETg9%2FView%20List%20Action.gif?alt=media&amp;token=6a081fae-c5ef-4948-80f1-6b0ba936faf0" alt=""><figcaption><p>Action Menu</p></figcaption></figure>

## 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

1. On the Wave Dashboard, click the **More Options** icon (⋮ or ⋯) on the Grid or Matrix card or row.
2. Click **Publish** from the menu.
3. 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.

<figure><img src="https://2237973035-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F65f4C4H8V5e0YV342mwp%2Fuploads%2FwYkmYN52uitF15JyvXdg%2FPublish%20Location%20Copy%20ID.gif?alt=media&amp;token=b280d986-b762-4771-b5c4-8554280c514f" alt=""><figcaption><p>Grid Publishing</p></figcaption></figure>

### 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.

***