Wave Floaty
Last updated
Last updated
Wave Floaty provides a convenient way to access key features in Wave Browser Extension, allowing users to navigate records and perform actions with ease. It offers three different views, each designed for specific use cases:
Default View Floaty
Record Page Floaty
Related List Page Floaty
Regardless of the page you're on, the following elements remain the same when you open Wave Floaty:
Dashboard Button – Returns users to the Wave Browser Extension screen.
Settings Button – Opens the Wave Browser Extension General Settings page.
Add Notes – Clicking this opens the Wave Browser Extension Grid Screen and launches the Notes Board, where users can add and manage their notes.
Latest Wave Video – Displays an embedded video featuring the most recent updates about Valorx Wave product.
File Upload Section – The Data Import feature remains unchanged, allowing seamless data imports into Wave. Users can either select files to upload or drag and drop files into the designated area.
While the layout and workspace remain consistent, the main content within Wave Floaty adapts to the Salesforce page the user is currently viewing. This ensures users always have relevant tools and information based on their workflow.
To access Wave Floaty, simply click on the Floaty icon, and it will open with the corresponding page-specific content while maintaining the common elements listed above.
Wave Floaty provides a convenient way to access key features in Wave, allowing users to navigate records and perform actions with ease. It offers three different views, each designed for specific use cases:
Default View Floaty
Record Page Floaty
Related List Page 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.
Recent Grids: Displays recently accessed records for quick navigation.
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.
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.
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.
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.
