> 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-floaty.md).

# Wave Floaty

Wave Floaty is a floating panel that appears on Salesforce pages when Wave Browser Extension is installed. It provides quick access to key Wave features without leaving the page you are on. To open it, click the **Floaty icon** on the right side of any Salesforce page.

<figure><img src="/files/n93QPt1UjFUUVQzkEC1f" alt=""><figcaption><p>Accessing Wave Floaty</p></figcaption></figure>

Wave Floaty offers three views, each adapting to the Salesforce page the user is currently on:

* [**Default View Floaty**](#default-view-floaty) – Available on the Salesforce Home page.
* [**Record Page Floaty**](#record-page-floaty) – Available when viewing a Salesforce record.
* [**Related List Page Floaty**](#related-list-page-floaty) – Available when viewing a related list on a record.

## Common Elements

Regardless of the page you're on, the following elements remain the same when you open Wave Floaty:

* ![](/files/5htvBm4VA5wifQGTWPP6) **Dashboard Button** – Returns to the **Wave Browser Extension** Home screen.
* ![](/files/t8CR7pzOSYcwVYR3nj1I) **Settings Button** – Opens the **Wave Browser Extension General Settings** page.
* ![](/files/aXyNAm75Q8ULMqQoITXi) **Add Notes** – Opens the Wave Browser Extension Grid Screen and launches the Notes .
* ![](/files/xtYPBvtn7I28tKXbG5Dn) **Latest Wave Video** – Displays an embedded video with the most recent Valorx Wave updates.
* ![](/files/0RiXrZI0pAmxRafmegG1) **File Upload Section** – The Data Import feature, allowing users to select or drag and drop files to import data into Wave.

### **Default View Floaty**

The Default View Floaty is available to all users when on the Salesforce Home page. It provides quick access to frequently used objects: **Accounts, Opportunities, Leads, and Contacts**. With a single click, users can open these records directly in Wave.

#### **Key Features:**

* **Recent Grids:** Displays recently accessed records for quick navigation.

<figure><img src="/files/JRR59hcaj2im15kZlJOb" alt=""><figcaption><p>Default View</p></figcaption></figure>

### **Record Page Floaty**

The Record Page Floaty appears when a user opens a Salesforce record and clicks on Floaty. This view differs from the Default View by offering more direct record-level actions.

#### **Key Features:**

* **Color Bar Conditions:** Users can quickly access color bar conditions via a hyperlink at the top of the Floaty.
* **Object Access:** Clicking on an object name opens it directly in Wave Browser Extension.
* **Mass Modifier:** Clicking the hyperlink opens Mass Modifier for the specific record in Wave Browser Extension.
* **Favorite Grids:** Displays a list of favorited records for quick access.

<figure><img src="/files/aPcE6sxN8GyRqhhbckuH" alt=""><figcaption><p>Record Page</p></figcaption></figure>

### Related List Page Floaty

The Related List Page Floaty appears when users open a record and access the Floaty menu. This view allows users to manage and customize related lists efficiently.

#### **Key Features:**

* **Custom Page Layouts:** Users can create custom layouts by clicking on the **Page Layout** hyperlink.
* **Add Page Layout:** (Redirects to Wave for customization)
* **Related List Window:** Opens the related list in Wave with a single click. Users can also access related lists via a drop-down menu.
* **Custom Page Layout Details:** Displays the **last edited time** and **record name** for reference.

<figure><img src="/files/ObVNCshqETV2OjApNcOF" alt=""><figcaption><p>Related List Page</p></figcaption></figure>

{% hint style="info" %}
Note: While the common elements remain consistent across all views, the main content in Wave Floaty adapts based on the Salesforce page the user is currently viewing.
{% endhint %}