Wave Dashboard

Wave Dashboard

Wave Dashboard is the central hub where all your grids are organized and managed. It provides a comprehensive view of all grids created using the Grid Wizard and allows easy access to each one. Whether you’re managing existing grids or preparing to surf new data, Wave Dashboard gives you full control over your grid management.

With Wave Dashboard, you can:

• View all grids created in the system, categorized by object.

• Quickly access any grid by clicking on the Surf the Wave button, allowing you to view and interact with the data.

• Manage your grids by configuring locations, deleting, cloning, or controlling access. (Only applicable for Designers)

• If no grids have been created yet, the dashboard will prompt you to Create Your 1st Grid, guiding new users seamlessly through the process at Grid Wizard. (Only applicable for Designers)

Designer User vs Standard User

• Designer User: Designers can create, manage, and edit grids 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 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.