Grids allow you to efficiently organize, view, and interact with your Salesforce data. Whether you're using Manage Grid in Wave Browser Extension or Grid Wizard in Wave Embedded, you can create a grid tailored to your workflow. Each product offers a unique approach to grid creation, ensuring flexibility and ease of use.

Click below to proceed with the grid creation steps for your product:

Setting up Valorx Wave is quick and easy, whether you're using Wave Browser Extension or Wave Embedded. Both versions provide a powerful spreadsheet-like interface to enhance your Salesforce experience—one through a browser extension and the other directly within Salesforce.

• Wave Browser Extension requires installing a Chrome or Edge extension to access Salesforce data outside the platform.

• Wave Embedded is built directly into Salesforce, eliminating the need for a browser extension.

Follow the steps below to install and start using Valorx Wave based on your preferred setup.

Overview

Valorx Wave transforms the way you work with Salesforce by providing a powerful, spreadsheet-like interface for managing data with speed and efficiency. Whether you're using the browser extension or the embedded Salesforce application, Valorx Wave streamlines complex operations, saving time and improving efficiency for all Salesforce users.

Built for security and performance, Valorx Wave operates entirely within Salesforce’s controls, ensuring data integrity without local storage. Whether you're streamlining daily tasks or tackling complex data operations, Valorx Wave empowers you to get more done—faster and smarter.

Supported Browsers: Google Chrome and Microsoft Edge .

Valorx Wave

Experience a faster, smarter way to work with Salesforce using Valorx Wave. Whether you need seamless bulk editing, real-time error validation, or a more intuitive way to manage records, our powerful features are designed to simplify your workflow and boost productivity. Say goodbye to inefficiencies and hello to a streamlined Salesforce experience.

Discover how Valorx Wave can transform the way you work:

Bulk Edit

Save significant time by editing hundreds or thousands of records in seconds, enabling faster updates and improved productivity.

Save, Review & Revert

Maintain control over your data changes by reviewing updates before saving. Revert mistakes instantly to avoid errors.

Formatting & Grouping

Easily organize and structure your data for better clarity and analysis, helping you make informed decisions faster.

Filter & Sort

Focus only on relevant data with precise filtering and sorting options, reducing clutter and improving efficiency.

Search & Organize

Quickly locate any data in your grid using global search, and personalize your layout to work smarter, not harder.

Edit, Add & Clean Up

Ensure clean and accurate data before importing to Salesforce by editing or adding records within the grid.

Real Time Error Validation

Prevent import errors by catching and fixing issues in real time, reducing rework and ensuring accuracy.

Whether you’re organizing, filtering, or preparing data for Salesforce, this app delivers a seamless and intuitive experience. Work smarter, stay in control, and achieve more with a data management solution designed for you!

The Group feature allows you to organize records by shared attributes, much like grouping in Excel. This helps you structure data logically, making it easier to analyze, navigate, and manage related information at a glance.

Supported Field Types

Grouping is only available for specific field types: Lookup, Date, and Picklist fields.

Key Uses of Grouping

You can use the Group function to:

• Create meaningful Custom Grids based on grouped data

• Focus on specific sets of records for better visibility and quick operations

• Generate temporary or ad hoc groups for time-sensitive analysis

• Build disposable groups for one-time use or quick insights

How to Create a Group

1. Click the Group icon on the toolbar. A pop-up appears showing all available grouping parameters for the current Grid.

2. Select a parameter (e.g., Account, Status, Owner). A list of values under that parameter will be shown. Choose one or more values and click Apply.

3. A group will be created, and the grouped records will appear in the Grid view. Each group includes an Expand icon and the number of records it contains.

Group Floaty

Once a group is created, a Group Floaty panel appears at the bottom-right of your screen. This panel provides a convenient way to navigate between groups and manage grouped data.

Floaty Features:

• Resizable: Drag the top edge or corners of the floaty to resize it vertically. The chosen size persists until manually changed.
• Minimize/Maximize: Click the Minimize button to collapse the floaty into a title bar. Click Maximize to restore it to its previous size.
• Draggable: The floaty remains draggable whether it's minimized or expanded. You can reposition it anywhere on the screen for better visibility.

Navigating Groups

• Use the Expand icon next to each group to view its records.

• The Group icon in the Title Bar displays the currently applied grouping parameter.

• Grouped records remain sortable, filterable, and editable, just like ungrouped records.

Overview

Valorx Wave comes in two options, both offering a powerful spreadsheet-like interface for managing Salesforce data:

• Wave Browser Extension runs as a Chrome or Edge browser extension, enabling users to work seamlessly with Salesforce data outside the platform.

• Wave Embedded is built directly within Salesforce, providing the same intuitive experience without requiring a browser extension.

Both options deliver enhanced productivity and efficiency—choose the one that best fits your workflow!

Valorx Wave Options

Wave Browser Extension (Wave in Browser )

• Description: A standalone web-based version that allows users to access and manage Salesforce data directly from a browser.

• Best For: Users who require flexibility to work on multiple devices or outside the Salesforce ecosystem.

• Features:

  • Easy access from any internet-connected device.

Wave Embedded (Wave in Salesforce)

• Description: A fully integrated version accessible directly within Salesforce.

• Best For: Users deeply engaged in Salesforce workflows, such as Designers or Salesforce admins.

• Features:

  • Embedded within the Salesforce UI for seamless interaction.

How to Choose the Right Valorx Wave

Both versions of Valorx Wave provide seamless access to Salesforce data—the key difference is how you access them. Here's how to decide which one fits your workflow best:

✅ Where You Work

• Wave Browser Extension: Runs through a Chrome or Edge extension, giving you a spreadsheet-like interface outside of Salesforce.

• Wave Embedded: Works directly inside Salesforce, providing the same experience without needing a browser extension.

✅ User Role

• Designers and Admins: Prefer Wave Embedded for direct access to grid creation tools within Salesforce.

• Standard Users: Can use either version, depending on their specific tasks and workflow.

✅ Data Accessibility

• Wave Browser Extension: Suited for standalone data analysis and external sharing.

• Wave Embedded: Ideal for real-time data updates and seamless Salesforce integration.

Choose the option that best fits your needs and maximize your productivity with Valorx Wave! 🚀

Home Screen

The Wave Home Screen serves as the central hub for users upon logging into Wave. It provides a comprehensive overview of key metrics, recent activity, and essential tools, ensuring quick access to frequently used grids and reports.

Dashboard Overview (Top Section)

At the top of the Wave Home Screen, a dashboard displays essential insights based on the user's activity in Wave:

• Total Custom Grids – The number of custom grids created.

• Total Global Grids – The total number of global grids created.

• Top Object Used – The most frequently accessed Salesforce object in Wave.

• Total Mapped Reports – The number of reports mapped within grids.

Navigation & User Options (Top-Right Section)

The top-right corner of the screen provides quick access to user actions and account settings:

• Profile Button – Opens a user menu with account details and management options.

• Take a Tour – A guided walkthrough to help users explore key features of Wave.

• Upgrade (Available for free accounts only) – Allows users to upgrade their subscription plan for additional features.

User Profile Menu Overview

Clicking the User Profile Button opens a window with the following options:

• User Information – Displays the logged-in user's email address and name.

• More Organizations – Allows users to manage multiple organizations:

  • Click Add to link a new organization.

This menu provides a centralized location for users to manage their account details, organization access, and settings with ease.

Recent Grids (Middle Section)

The Recent Grids section provides a quick view of the most recently accessed grids, helping users resume work effortlessly. Each entry displays:

• Grid Name

• Salesforce Object

• Additional Grid Details

Users can search for specific grids, matrices, or objects using the search bar, ensuring easy navigation.

Create New Grid (Action Button)

Positioned between the Dashboard Overview and Recent Grids, the "Add New" button allows users to quickly create a new grid, matrix, report and import files.

Right Panel (Subscription & Support Resources)

The right-side panel offers useful insights and resources to support users:

• My Plans – Displays the number of Free and Pro members in the organization and the current subscription details.

• Helpful Guide – Provides quick links to essential documentation and tutorials.

• Feature Spotlight – Showcases new and key Wave features.

• Your Feedback Matters – Allows users to submit feedback about their Wave experience.

This layout ensures a smooth workflow, helping users easily navigate, create grids, and manage their subscriptions.

Wave provides two distinct workspaces for interacting with Salesforce data, each designed to enhance user efficiency and experience. Whether working directly within Salesforce or using an embedded experience, both options ensure seamless grid management and data interaction with a familiar spreadsheet-like interface that allows users to edit, sort, and analyze data efficiently.

• Wave Browser Extension – Accessed via a browser extension, featuring a sidebar and top bar for navigation. Additionally, when Wave is installed, the Wave Floaty appears on Salesforce pages, providing quick actions without switching contexts. This workspace is ideal for users who need Excel-style grid functionality, enabling bulk editing, advanced filtering, and structured data management.

• Wave Embedded – Accessed directly within Salesforce, offering a simplified interface with a top navigation bar for seamless interaction with grids. It provides a lightweight, Excel-like experience for users who need to quickly update and organize Salesforce data within their existing workflow.

Each workspace is designed to cater to different user needs. Wave Browser Extension offers a comprehensive navigation system, making it ideal for users who frequently manage multiple grids and reports. On the other hand, Wave Embedded provides a more flexible and efficient way to interact with Salesforce data without leaving the platform, maintaining an intuitive spreadsheet-style interface.

Below is an overview of the key components in each workspace.

Wave Browser Extension Workspace

Wave Browser Extension includes a sidebar and top bar for navigation. When installed, the Wave Floaty appears on Salesforce pages for quick actions.

1. Wave Sidebar

Located on the left, the Wave Sidebar provides access to key sections:

• – Quick access to the Wave Home Screen.

• – Manage and interact with grids.

• – View and analyze reports.

• – Upload and process data.

2. Top Bar

Positioned at the top of the interface, the Top Bar includes:

• Profile Button – Manage user settings and preferences.

• Take a Tour Button – Explore Wave features through an interactive guide.

• Upgrade Button – Access upgrade options. (Visible only to Free Subscription users)

3. Wave Floaty

Located on the right side, the Wave Floaty provides quick object access:

• Click the Wave Floaty Button to open a selection panel.

• Choose an Object, then view its associated grids.

• Select a grid to navigate directly to the corresponding Wave Browser Extension Object Grid Page.

Wave Embedded Workspace

Wave Embedded provides a compact workspace with essential navigation:

Top Navigation Bar

Users can switch between three key sections:

• – View and manage available grids.

• – Configure and create grids.

• – Access and work within selected grids.

Wave offers different types of grids to help users interact with Salesforce data efficiently. Each grid type is designed to suit various data management needs, providing an Excel-like interface for viewing, editing, and analyzing records seamlessly.

When working with Salesforce objects in Valorx Wave, grids are categorized into four types:

1. Custom Grids

2. Standard Grids

3. Report Grids

4. Global Grids

Each type serves a specific purpose based on how data is displayed, modified, or shared within Valorx Wave.

Custom Grid (My Grids)

A Custom Grid is created when you modify a Standard Grid or design a grid from scratch.

🔹 How a Custom Grid is Created:

• Adding or removing fields.

• Applying sorting or filtering conditions.

• Creating a grid from scratch based on specific requirements.

🔹 Key Features:

• Automatically saved under My Grids for easy access.

• Unique to the user who created it unless shared globally.

Standard Grid (Salesforce View)

A Standard Grid is automatically generated when you open a Salesforce Object’s grid in Valorx Wave without any modifications. It mirrors the object’s structure as defined in Salesforce.

🔹 Key Features:

• Displays all fields and records based on the default Salesforce setup.

• Cannot be customized within Valorx Wave.

Report Grid

A Report Grid is designed to work with Salesforce Reports. Instead of displaying object records directly, it pulls data from a pre-defined Salesforce report.

🔹 Key Features:

• Provides a summarized view of data based on Salesforce Reports.

• Useful for analytical and reporting purposes.

• Cannot be modified like a Custom Grid but reflects changes made in the original Salesforce Report.

Global Grid

A Global Grid is a reusable grid that can be shared across multiple users within an organization.

🔹 Key Features:

• Can be accessed by multiple users with appropriate permissions.

• Only Custom Grids can be set as Global Grid

Summary Table

By understanding the different grid types, users can efficiently manage and interact with their data in Valorx Wave. 🚀

Saving Changes

• If you modify record data in Standard Grid or Salesforce View, Valorx Wave will prompt you to confirm whether you want to save those changes in Salesforce.

• Visibility-related changes (such as sorting, filtering, or field selection) do not affect Salesforce and are saved only in Valorx Wave as a Custom Grid.

Key Difference

A Custom Grid exists only in Valorx Wave and does not impact Salesforce grids. However, both Standard and Custom Grids allow you to edit and save record data in Salesforce.

Salesforce Report vs. Mapped Report Grid

When working with Salesforce reports in Valorx Wave, they are referred to as Mapped Report Grids.

• Mapped Report Grid:

  • When you open a Salesforce report in Valorx Wave, it becomes a Mapped Report Grid.

  • This process involves mapping the Salesforce report to Valorx Wave in just a few clicks.

• Processing Reports:

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:

• 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.

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 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.

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.

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:

Easily create a custom grid in Wave Browser Extension to manage your Salesforce data in a spreadsheet-like interface. Creating a Custom Grid allows you to view specific records for an Object based on your needs. For example, you can create a Grid to:

• View all leads with an attachment.

• Display opportunities in the chemical industry with a Pending Approval status.

Just like in Microsoft Excel, Column Grouping in Wave lets you visually group multiple columns under a single header. This makes large datasets easier to scan, organize, and manage—especially when working with complex or related information.

What is Column Grouping?

Column grouping allows you to:

• Combine related columns under a shared group header

This section contains release notes from previous product versions that have been archived for reference. While these notes cover past updates, features, and bug fixes, they may no longer reflect the current functionality of the product. Please refer to the most recent release notes for up-to-date information.

👋 Introduction

We’re rolling out a small but important fix to improve your experience with record creation in Wave Embedded. This hotfix addresses a lookup field issue that was affecting usability and consistency for users working in Salesforce Lightning Record Pages.

🔍 Issue Fixed: Lookup Field Not Auto-Populating

We’ve fixed an issue where lookup fields (like Account Name) were not auto-filling when inserting related records from Lightning Record Pages.

Now, when users insert a record from a grid inside the lightning record page, the related lookup field will automatically populate based on the parent record—no manual selection needed.

This fix improves the record creation experience and helps maintain data accuracy.

✅ What This Means for You

• Smoother experience when inserting related records

• Improved consistency and fewer manual steps

• Better alignment with standard Salesforce behavior

This hotfix ensures a smoother and more intuitive user experience when inserting records in Salesforce via Wave Embedded. We appreciate your continued feedback—it helps us deliver improvements that make a difference.

If you encounter any issues or have questions, please don’t hesitate to reach out to the team.

Mass Modifier

With Mass Modify, you can update multiple records at once, just like bulk-editing in Excel. This feature streamlines data management by allowing quick modifications without the need for manual updates one by one.

You can use this feature to modify a massive number of records at once. For example:

• Select any number of records and make a change in all of them at once.

• % wise Increase or decrease the amount in records such as the Price List.

• Perform mass deletes for specific records.

• Quickly change the relationships or data. For example, change the Contact/Phone numbers for the selected Accounts or the Account/Positions for names, etc.

Please follow the process below to perform Mass Modifications:

1. Select the record you wish to modify.

1. Click on Mass Modifier. The Mass Modifier pop-up will open.

The Mass Modifier pop-up screen will show fields such as the select column field's name, number of selected records, modification action drop-down, and a field to enter the desired modification.

• Since you selected fields from the Accounts Name column, the modification action drop-down will show two options: Change to and Clear Values.

• Use the Search Accounts search box to search for the desired account name or type manually and click Apply. Three selected account names will be changed to the new one.

• The Selection drop-down shows the number of selected records. You can use it to select all records if required.

• If you wish to delete the data from the selected records, click the Change to drop-down and select Clear values. This is how you can perform mass deletes.

• Click + Modify another field to apply modifications to the other column fields. You can click + Modify another field multiple times as per your requirements.

• In any case, the change drop-down will show the change parameters based on the column. For example, the change parameters for the Amount column will be Increase/Decrease and Percentage/Value.

When click + Modify another field, the selection drop-down will show two options:

• All Records: Select All Records if you want to apply modifications to all records. (in this case, 200 records)

• Selection: Select Selection if you want to apply modifications to another column fields of the already selected record. (in this case, 3 records)

1. If you don't select any records, all available records will be selected by default for the modification.

In this case also, you can click + Modify another field multiple times to apply modifications to other column fields for all records.

1. In any case, the change drop-down will show the change parameters based on the column.

For example,

• The Amount column has two change parameter drop-downs. One will show options Increase by/Decrease by, and the other will show options Percentage/Value.

• The Close Date has two change parameter drop-downs. One will show options: Increase by/Decrease by/Change to/Clear Values, and the other will show: Days/Weeks/Months/Quarters/Years. For the Close Date, the change parameters will be Increase by/Decrease.

1. Once the modifications are applied, you will see the Save changes message with the Salesforce icon and a drop-down in the top right corner.

• Click on the drop-down to preview the changes. Use the Revert icon or the Revert All button to revert the changes if required. Otherwise, click on Save changes.

• Once the changes are saved in Salesforce, a Save Summary message will be shown.

Let us see a few examples to understand the use of Mass Modifier:

[1]

Suppose you want to increase the Amount values by 10% for selected records.

Select the required group of records.

Click on Mass Modifier. Select the change parameters Increase by in one drop-down and Percentage in the other. Write down 10 in the Value field and click Apply.

You will get the result as shown in the image below:

[2]

Let's modify the names for the selected records using Mass Modifier.

Select the required records.

Click on the Mass Modifier. Select the change parameters as Change to and enter the new desired name, i.e., Express Transports.

Click Apply.

You will get the result as shown in the image below:

Wave in Browser enhances your workflow by providing a powerful, spreadsheet-like interface through a Chrome or Edge extension. This setup allows you to interact with Salesforce data effortlessly outside the platform, making bulk edits, updates, and analysis faster and more efficient.

To get started, follow the installation steps below to set up Wave in Browser and unlock a smoother, more productive Salesforce experience.

Prerequisites

• or

Install the Wave Browser Extension

Click to go directly to the Wave Browser Extension page.

1. On the extension page, click Add to Chrome or Get for Edge.

2. Confirm by clicking Add Extension in the pop-up.

3. Once installed, a prompt will appear to pin the extension for easy access:

Configure Salesforce for Valorx Wave Connected App

To ensure Wave users can seamlessly access and use Wave without authentication issues, the Valorx Connected App must be properly configured in Salesforce.

Salesforce has recently enforced a restriction on the use of uninstalled connected apps. This means:

• New users attempting to access uninstalled apps will be blocked.

• Uninstalled apps using the OAuth 2.0 device flow will be blocked, even if users had previously authorized them.

If access is blocked, you may encounter an error message:

Important Notes for Wave Browser Extension Users

• The Wave Extension does not include a package installation step, so the app name will not appear in the Connected App list by default.

• A Salesforce System Administrator must first log in to Wave using Salesforce. Once this is done, the app will be listed under Connected Apps in Salesforce.

Resolution: Install the Valorx Connected App

1. A Salesforce System Administrator must first log in to Wave using Salesforce. Once this is done, the Valorx Wave app will appear under Connected Apps in Salesforce.

2. In Salesforce, go to Setup.

3. Search for and select Connected Apps OAuth Usage.

4. Locate the

Note: This setup is org-specific. If you are using multiple Salesforce orgs with Wave, repeat these steps for each org.

If Valorx Wave Does Not Appear in the List

If you do not see “Valorx Wave” listed under Connected Apps OAuth Usage, follow the steps below:

1. Log in to Wave Browser Extension as a Salesforce System Administrator.

2. Once the connection is successful, go back to Salesforce Setup → Connected Apps OAuth Usage.

3. You should now see Valorx Wave in the list, ready for installation.

Accessing Wave Browser Extension

You can log in to Wave Browser Extension using one of the following methods:

Log in with Salesforce

Use your Salesforce credentials (your Salesforce login ID and password) to access Wave Browser Extension. Follow these steps:

1. Click Login with Salesforce on the Wave Browser Extension.

2. To log in using a Salesforce Sandbox, select the Sandbox checkbox below the button before proceeding. Note: This feature is for software developers and programmers. Otherwise, please avoid using it.

3. Enter your Salesforce username and password and click Log In.

Log in via Experience Cloud

Community Cloud users can access Wave Browser Extension seamlessly through Experience Cloud. Follow these steps to log in:

1. Click Login to Experience Cloud.

2. Enter your organization's Experience Cloud URL in the provided field.

3. Click the arrow button to proceed.

4. Enter your Salesforce username and password.

User Roles and Subscription Management

Once installed, Valorx Wave assigns user roles based on permissions:

• Admin User: The first person to connect a Salesforce Org becomes an Admin User with a free subscription. Admin Users can manage subscriptions, purchase licenses, and assign them to users. []

• Designer: Designers have the same capabilities as Admin Users, except they cannot purchase licenses. []

• Standard User: Additional users are assigned as a Standard User roles. []

Click the links above for detailed information.

Rules allow you to apply visual formatting and interactive behavior to grid data based on user-defined conditions. With Rule, you can highlight values, hide data, restrict editing access, and provide contextual cues — all directly from within the grid interface.

Rules are currently available for Grid view only. Matrix grids are not supported.

Setup a Rule

To create a rule:

1. Click the Rule button in the toolbar.

2. Click the Add Rule button.

3. Enter a Rule Name.

4. Define your condition(s) and apply condition logic in the When section.

   • Condition logic (AND/OR) is applicable when you add two or more conditions.

5. Choose the formatting or behavior in the Then section.

6. Optionally, add a Legend to help users understand the rule’s purpose.

7. Click Apply to create the rule.

8. Click Apply again to activate and apply the rule to the grid.

Conditions (When Section)

The When section defines the logic for when a rule should apply. You can create one or more conditions using supported fields and operators.

Supported Logic

• AND logic: All conditions must be true

• OR logic: At least one condition must be true

• Nested logic supported: For example, (Condition A AND Condition B) OR Condition C

• Note

Example Conditions

• Additional Discount > 20

• Final Amount < 1000

• Scheduled Date < Today

Blank cells are excluded from logic evaluations. Zero (0) is treated as a valid numeric value.

Actions (Then Section)

The Then section defines what happens when the condition(s) are met. Each rule supports one or more actions, depending on the selected columns or rows.

• *Only applicable for Wave Embedded.

Legends

Legends provide users with a clear explanation of why a cell or row is formatted. When a legend is configured:

• A Legend icon appears in the toolbar

• Clicking the icon displays a list of all configured legend messages.

• Each message is limited to 50 characters.

• Legends are displayed visually based on the Rule’s action type — such as bar, dot, fill, or

Advanced Rule Features

Rule Reordering

• Drag the number to reorder rules

• Numbers will auto-update

• New order is saved instantly

Overlapping Rules

• If multiple rules apply to the same field Format (Read Only, Hidden) takes precedence over Highlight.

Rule Cleanup

• If a field tied to a rule is removed from the grid:

  • A confirmation dialog will appear

  • Users can choose whether to delete the rule or cancel the field removal

Limitations

• Rules work only in Grid view – They are not available for Matrix grids.

• Nested logic is limited – Within a single condition group, you can’t mix AND and OR without nesting.

Known Issue

Issue: Using ‘is any of’ or ‘is none of’ conditions on Date or DateTime fields in Rules may cause Wave to freeze or crash after a short time.

Workaround: Reload Wave and remove the Date/DateTime field from the Rule configuration.

ℹ️ Recommendation: Avoid using these conditions on Date/DateTime fields in Rules until this issue is resolved in a future release.

Understanding and analyzing your data efficiently is essential for making informed decisions. Valorx Wave provides tools to help you track record counts and summarize numeric values, ensuring better visibility and control over your dataset.

Records Pagination

Grid screen Records Pagination enables you to choose how many records you want to load in a single scroll.

When you hover over Record Counts on the bottom left side of the screen, it will expand and show the count options. You can select any option or click on the Edit icon to enter any desired number.

Footer Row

The Footer Row is the row present permanently at the bottom of the screen. It is especially helpful when the Grid contains any numeric value field(s) such as Amount, Quantity, etc.

By default, it shows the Sum of the values in the field.

You can click the drop-down to shift from Sum to Avg (Average), Min (Minimum), or Max (Maximum) values of the column records.

Floating Summary

The Floating Summary automatically displays key summary values—Sum, Average, and Count—when users select multiple numeric cells in a grid or matrix. This floating window appears in the bottom-right corner and updates in real time based on the current selection. It offers a quick and convenient way to analyze data without needing formulas or external tools.

📢 Announcing the September Release

We are excited to announce the latest update and enhancement in our newest release. This release introduces new feature, and enhancement to improve your experience. Below is an overview of the key update.

➕ What's New?

Improved Lookup Filters

We've improved our handling of to better support non-admin users without access to "View Setup and Configuration". Previously, the Tooling API for these elements was not functioning as expected for these users. With this release, we've introduced the following improvements:

Grid Wizard Enhancement When a Designer creates or edits a grid using the Grid Wizard, the system now automatically fetches and saves the Lookup Filter information as part of grid configuration. This enhancement also applies to Related List configurations, ensuring that non-admin users can seamlessly work with these fields.

Automated Batch Job We've implemented a daily batch job to keep Lookup Filter data up-to-date. If any changes are made to Lookup fields in Salesforce that are not reflected in our system, the batch job will sync the data and ensure our fields are accurate.

Dashboard Sync Option A new "Sync Lookup Filters" option has been added to the Dashboard Grid list under the triple dots menu. Selecting this option triggers a manual update, ensuring that any changes made on the Salesforce side are reflected in the "View" and "Related View" objects in real-time.

These enhancements aim to improve data accuracy and provide a better user experience for non-admin users.

✨ Enhanced UI / UX Design

Enhanced Grid Loading Performance

We have optimized the performance of our grid loading process to deliver faster and more efficient data rendering. Users will now experience significantly reduced load times when accessing grids, ensuring a smoother and more responsive interaction. This improvement enhances overall productivity and provides a better user experience when working with large data sets.

Grids Screen

The Grid Screen is designed for seamless navigation, allowing users to quickly find and interact with their Salesforce data. With tools like Search Object, Grid Sidebar, Grid Selection Dropdown, Notes, and Activities, users can effortlessly locate records, switch between grids, log important details, track interactions, and access key actions without leaving the main screen. This section covers everything you need to efficiently explore, and navigate your grid.

Conditions (Conditional formatting)

The Conditions feature helps highlight important records based on predefined rules, similar to conditional formatting in Excel. Use it to emphasize key data points and improve visibility within the grid.

The Condition feature increases the visibility of your desired records.

You can select a record or a group based on your conditions and apply background colors to them. That's why it is called Conditional formatting too.

You can use the Condition feature to:

Wave Dashboard

The Wave Dashboard is the central hub where all your and are organized and managed. It provides a unified view of everything created using the and the in Wave Embedded.

Whether you're managing existing configurations or preparing to preview and publish new ones, the Wave Dashboard puts everything in one place—empowering Designers to manage, publish, and maintain both Grids and Matrices with ease.

Sorting Overview: Header Sort vs. Toolbar Sort

Wave offers two sorting methods to help users organize and analyze grid data effectively: and . While both improve data visibility, they operate differently based on how the data is accessed and processed.

🌊 Wave Extension – Hotfix Release Notes

We’re happy to share a hotfix release for the Wave Extension that brings meaningful improvements to your Matrix experience. This update focuses on fixing key issues like time zone inconsistencies, runtime behavior, and user assignment errors, along with performance and UI enhancements for smoother Matrix loading.

Thanks for your continued feedback — it helps us keep making Wave better!

Introducing Row Actions

Empower users to take instant actions directly from the grid with custom buttons, enabling seamless workflows! Row Actions allow users to quickly launch a Lightning Flow, Lightning Web Component, or Lightning Aura Component with ease. Designed for flexibility and efficiency, these buttons can be effortlessly configured to enhance user experiences.

🌐 Wave Embedded – Hotfix Release Notes

We’ve released a small but important update to improve the experience in Wave Embedded. This hotfix resolves issues related to network access, permission-based icons, and grid layout behavior in Surf the Wave. Read on for the details!

Publishing makes your grid available for others to use and interact with in Salesforce. Once published, it carries a Published label, and you can track its usage through the View Location option.

You can publish grids in several ways, depending on your needs:

Add to Lightning Pages

📢 Announcing the Hotfix Release

✨ Enhanced UI / UX Design

📢 Announcing the December Release

This release focuses on improving the platform's performance and enhancing grid rendering capabilities to provide users with a smoother and more efficient experience.

Performance Improvements

📢 Announcing the June Release - Hotfix

We are releasing a hotfix to address a critical issue. This update focuses on fixing a specific bug to enhance your user experience and ensure smoother operation. Thank you for your patience and continued support.

🔧 Bug Fixes

Profile Permission Issue: Users without the "View Setup and Configuration" profile permission in Salesforce were unable to access views in Wave. The system would show a continuously spinning loader, blocking the user from using Wave and this issue has been resolved.

You can publish a Matrix to make it accessible directly within Salesforce. Once published, you can add it to a Salesforce App page, Home page, or Record page using the Lightning App Builder.

Publish a Matrix as an App Page

Once published, you can add the Matrix to a Salesforce App page and access it directly from your app’s navigation bar. When the Matrix runs, you’ll need to select the data you want to view.

Before You Begin

• A Matrix must be created before it appears in the Lightning App Builder component list.

• Ensure you have the required Salesforce permissions to view and interact with the Matrix.

Steps to Publish a Matrix

After Publishing

Once the Matrix App Page is activated, you can make it available as a tab in the Sales app (or any other Salesforce app).

Publish a Matrix on a Record Page

You can display a Matrix directly on a Salesforce Record Page (for example, Account, Opportunity, or any custom object). The Matrix automatically shows data based on the record.

Steps to Add a Matrix to a Record Page

Notes

• You can create multiple pages, each displaying a different Matrix.

• To update or replace a Matrix later, open the Lightning App Builder and select a different Matrix from the dropdown.

Surf the Wave is your workspace for using and managing Valorx Grids in Salesforce. From here, you can:

• Work directly with grid data (just like in Excel)

• Run actions on single or multiple records

• Publish grids to Lightning pages or portals

• Embed grids into Salesforce components and flows

💡 Tip: To use Surf the Wave, you’ll need at least one grid created in Grid Wizard. Once it’s ready, you can edit data, and run actions — all from this tab.

1. Understanding the Grid Interface

Grid Object Bar

Use the Object Bar to quickly access your recently used objects without leaving the Grid Screen

• The Grid Selection Drop-down updates based on the object selected in the Object Bar.

• Selecting a new object updates the drop-down to show the relevant grids associated with that object.

For example, if you select the Accounts object in the Object Bar, the Grid Selection Drop-down will display all available Account grids, such as All Accounts.

This will allows you to switch between available grids without leaving Surf the Wave.

2. Grid Actions & Row Actions

• : Perform actions that apply to the grid.

• : Run actions on a single record, like updating fields or launching a Flow.

3. Working with Data

you can manage and update records in real time:

• Edit directly in the grid, just like a spreadsheet.

• Use , , , and to focus on the right data.

• Use to update multiple records at once.

• Save your changes and see them instantly reflected in Salesforce.

For more details, see: Wave Data Management (Managing Grid Data, Data Control & Customization, Data Interaction, Data Insight & Summary).

4. Publish Instruction

To publish a grid, click the Publish Instructions button on the Home, App, or Record Page. This button provides guidance on the publishing process, and users can also refer to this for detailed steps.

5. Viewing Configured Locations

If a grid has already been published and configured, users can view its location by clicking the Configured Locations button. This button is available only for Valorx Grids published on an App Page. Valorx Grids published on Home and Record Pages do not display the Configured Locations option.

4. Publishing & Embedding Valorx Grids

Publish & View Grids

• Make your grid available to others.

• Once published, a Published label appears, and you can click View Location to see where it’s used.

Add to Lightning Pages

• Place a Valorx Grid on App Pages, Home Pages, Record Pages, or Tabs/Subtabs.

Embed in Experience Cloud

• Add a Valorx Grid to a community or portal page and publish it for external users.

Use in Components & Flows

Embed grids in Aura Components or Screen Flows for custom processes.

📢 Announcing the August Release

We are excited to announce the latest update to our product, packed with exciting new features and bug fixes. In this release, we've introduced powerful new features to enhance your workflow and addressed several issues to improve your overall experience.

➕ What's New?

Formula Field Support for Images

We are excited to introduce support for a special type of formula field in Salesforce that generates images as output, now fully integrated with Wave! Key enhancements include:

• Images generated from Salesforce formula fields are now supported in Wave, regardless of whether the image source is relative or absolute (e.g., CDN).

• Images are responsive and will automatically adjust to fit within the selected layout, ensuring a clean and consistent presentation.

• Users can click on the image to open a preview, with a built-in download option to save images directly from the preview window.

This new feature enhances the visual experience in Wave by incorporating dynamic image content from Salesforce formula fields!

✨ Enhanced UI / UX Design

Continued Access with Free Account for Expired Subscriptions

We’re excited to introduce an enhancement to ensure uninterrupted access for users with expired subscriptions. Now, instead of losing access, users will be automatically transitioned to a Free plan, allowing continued use of Wave. With this plan, users can maintain up to two active orgs while others will be deactivated.

This enhancement ensures continued access to essential features while offering flexibility for managing limited resources.

🔧 Bug Fixes

We've addressed several issues in this update to improve your experience. Here are the details of the bug fixes included:

1. Record Count Not Displaying in Report Floaty The record count was not visible. It now correctly displays at the bottom of the Report floaty.

2. Records Selection Screen Freezing Issue in Matrix When no matching records were found between X-axis and Y-axis selections, the selection screen froze. This issue has been fixed.

3. Picklist Values on the X-axis of the Matrix Out of Order Picklist values on the X-axis were shown out of sequence based on data. They will now display in the order configured in Salesforce picklist.

Introducing Valorx Wave – June 23 Release (V17)

This release brings a host of improvements, including new features and enhancements that address various issues, all aimed at streamlining the user experience for optimal performance.

New Features

Valorx Wave's latest release introduces two significant features: a Dashboard and a Profile Card.

Dashboard: It is designed to provide users with comprehensive information on objects, views, insights, and activities. The dynamic dashboard gathers all important data in one place, providing smooth navigation with a simple click.

What's Included in Our Dashboard? 🤔

1. Select an Object: The Dashboard in Valorx Wave provides users with a convenient way to view and search for specific objects. For first-time users, it initially displays the seven common objects and their Salesforce views. Users can either click "Let's Go" or use the search function to find the desired object.

   For returning users it provides a list of custom views and recently accessed views, making it easier for users to quickly access the frequently used items. Additionally, clicking "Let's Go" takes the user to the last visited view, ensuring a seamless and intuitive experience, and enhancing navigation within Valorx Wave for smooth and efficient usage.

2. Create a New View: This feature mirrors the "Create new view" option available on our Grid. Users can effortlessly create custom views from the Dashboard with just a single click.

Profile Card

The new Profile Card is a key feature that presents users with a concise and informative display of their profile information. With the integration of Settings, users now have easy access to options like Upgrade and Logout. It's all about making account management simpler and more efficient!

Enhancements:

Custom Record Loading: We've improved the user experience! Now, when users click on the "Load More" option in the footer section, they have the flexibility to choose how many records they want to load: 200, 400, 1000, or all records.

Simply selecting one of these options will load the corresponding number of additional records. For those who have specific requirements, clicking on the "Custom" button allows them to enter a custom value for loading records.

When users click on "All Records," it displays a message saying, "Please be patient while records are loaded," ensuring they stay informed during the process. It's all about giving users more control and a smoother experience!

Bug Fixes and Improvements

• The issue with the lack of support for operators in filters within standard views has been resolved.

• Previously, encountering errors in Wave due to dynamic date literals in the standard Salesforce view is now fixed.

• Users can now view their favorite views correctly without encountering the loading problem.

• With the recent update, newly registered users can now effortlessly access the start and end dates of their billing cycle.

📢 Announcing the December Release - Hotfix

This hotfix addresses several bug fixes and introduces new features to enhance usability and performance. The update ensures smoother functionality while resolving reported issues to improve overall user experience.

Below are the details of the fixes and the new features included in this release.

➕ What's New?

Automatic Role Assignment for First Admin User

To enhance usability, the Wave Embedded Managed Package now automatically assigns the Designer role to the first user with System Administrator permissions upon installation.

Key Benefits:

• Streamlined Access: The first admin user can immediately access Designer-specific features after installation, without requiring manual role assignment.

• Improved Efficiency: Eliminates the need for additional setup steps, enabling quicker adoption of Wave Embedded's design capabilities.

How It Works:

• During the post-installation process, the system identifies the first user with System Administrator permissions.

• This user is automatically granted the Designer role, ensuring they have the necessary permissions to explore and utilize design functionalities.

Impact: This feature simplifies the onboarding process, allowing administrators to focus on creating and managing designs without delays.

Salesforce API Version Upgrade

We've upgraded the Salesforce API version from 55 to 62 to align with the latest Salesforce capabilities. This enhancement addresses customer concerns about missing fields during object configuration. With this update, users can now access and add fields introduced in API version 62 seamlessly.

🔧 Bug Fixes

In this release, we have addressed several issues to improve user experience and functionality.

• Grouping Not Working in L2 Related Fields Resolved an issue where grouping failed to display the appropriate headers for L2 related fields, and a continuous loader disrupted navigation. Grouping now functions correctly, displaying headers as expected and allowing smooth navigation.

• Header Filters Not Working for Date Data Type Fields with Empty Values Fixed a bug where header filters for date fields did not work properly, particularly for records with null or empty values. Users can now filter records by specific date ranges or identify records with empty values seamlessly.

• Pronoun Field Not Showing in the Field Picker Addressed an issue where the Pronoun field was not visible in the field picker even after proper permissions were granted. This field now appears correctly after granting permissions and refreshing metadata.

This page helps you choose the right Grid migration guide based on your scenario:

1. Migrate Between Any Salesforce Orgs (Workbench Method)

Use this guide to migrate Grids between any org type—Developer, Scratch, Sandbox, or Production. Our example shows a Production → Production migration, but the same steps apply to any “org to org” migration using Workbench.

2. Migrate from Sandbox to Production (App Pages & Record Pages)

Use this guide to move Grids embedded in App Pages or Record Pages from a Sandbox environment into Production. This method is done entirely within Salesforce and is specific to Sandbox → Production deployments.

Before restoring any page in the target org, make sure you complete the Backup & Restore steps to avoid losing configurations.

Welcome to the Wave Embedded Release Notes. Here you’ll find updates for Wave Embedded, including new features, enhancements, and fixes. Each release is listed in a version table for clarity, followed by details on availability.

Matrix Screen

The Matrix Screen presents an overview of recent matrices and allows users to create a new matrix. It is also showing your recent record selection to easily open your matrix with your previously used dataset. Users can search, edit and run different matrices from the home screen.

📢 Announcing the July Release

We are excited to announce the latest updates and enhancements in our newest release. This version includes new features such as Formula Field Support for Images in Wave Embedded, Reset Global View Option for Standard Users, and support for Formula Fields with Hyperlinks. Additionally, we have an enhancement for Automatic Metadata Refresh for Objects, along with various bug fixes to improve your overall experience.

This guide explains how to migrate Grids embedded in Lightning App Pages or Record Pages from a Sandbox environment into Production using Change Sets (Outbound and Inbound). It covers the full process; preparation, backup and restore, validation, and deployment so your pages move smoothly.

Announcing Valorx Wave – Apr 23 Release (V12)-Hotfix

Valorx Wave is pleased to announce the April Hotfix release note which has a noticeably better user experience to provide you with a better product experience.

In this release, we have made enhancements with the intention of facilitating the user experience by fixing a few issues.

Enhancements