# Wave Floaty

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**

## **Common Elements in Wave Floaty**

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

* ![](https://2237973035-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F65f4C4H8V5e0YV342mwp%2Fuploads%2Fggb4He8tyqd5zPj4cxDt%2FDashboard%20Icon.png?alt=media\&token=69c4befb-7473-4623-a45d-b6d2c3a3bacd) **Dashboard Button** – Returns users to the **Wave Browser Extension** screen.
* ![](https://2237973035-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F65f4C4H8V5e0YV342mwp%2Fuploads%2FPv4RIfd1mtjBFmxueitT%2FSettings%20Icon.png?alt=media\&token=ec3f5072-a017-49fe-a3a0-f9bf94db3cc2) **Settings Button** – Opens the **Wave Browser Extension General Settings** page.
* ![](https://2237973035-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F65f4C4H8V5e0YV342mwp%2Fuploads%2FvwZwfqT9z332k5RtHuvp%2FNotes%20Icon.png?alt=media\&token=d40e46e8-1ab1-4353-8805-b0447b7c2129) **Add Notes** – Clicking this opens the Wave Browser Extension Grid Screen and launches the Notes Board, where users can add and manage their notes.
* ![](https://2237973035-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F65f4C4H8V5e0YV342mwp%2Fuploads%2FYPxhrlSSxPrJH0lpjFK7%2FVideo%20Icon.png?alt=media\&token=20dd93a8-b460-419a-bcc9-6995d193c825) **Latest Wave Video** – Displays an embedded video featuring the most recent updates about Valorx Wave product.
* ![](https://2237973035-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F65f4C4H8V5e0YV342mwp%2Fuploads%2F58fbK061jr4k9ncFTUkd%2FUpload%20Icon.png?alt=media\&token=d305f7bf-4559-446b-a275-b8ab2a912e26) **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.&#x20;

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.

<figure><img src="https://2237973035-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F65f4C4H8V5e0YV342mwp%2Fuploads%2F3jCg1pomx29g52XAGTxg%2FOpen%20Wave%20Floaty.gif?alt=media&#x26;token=561e3700-a72d-4af3-a878-801c63019b16" alt=""><figcaption><p>Accessing Wave Floaty</p></figcaption></figure>

## **Wave Floaty Views**

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**

### **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="https://2237973035-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F65f4C4H8V5e0YV342mwp%2Fuploads%2FSqvUfD93a63UiXVNTY1V%2FDefault%20View.gif?alt=media&#x26;token=d5500edd-b367-4b2a-8fd2-61eed150d4d8" 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="https://2237973035-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F65f4C4H8V5e0YV342mwp%2Fuploads%2FShCit8LJULzB5KxRASmb%2FRecord%20Page%20View.gif?alt=media&#x26;token=e0730379-4530-4a65-b328-0976e5466378" 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="https://2237973035-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F65f4C4H8V5e0YV342mwp%2Fuploads%2FAlZjcpotMtmlcek2DjZX%2FRelated%20List%20Page%20View.gif?alt=media&#x26;token=c69781e4-aaba-40dd-aed5-b3f7d7383d18" alt=""><figcaption><p>Related List Page</p></figcaption></figure>
