Beyond the Record Page: Related Lists Beside Your Salesforce Grid

Checking the line items on ten opportunities usually means ten record pages. Open one, scroll to the related list, go back, open the next. A Valorx Wave grid brings the related records to the row you're already on. There are two ways to do it.

1. Related records under the row

Add a related list to the grid and each row can open to show its child records underneath: an account's cases, an opportunity's line items. The list that opens is a grid too, with its own filters, rules and Mass Modifier.

In the Grid Wizard, choose where a related list sits: under the row as a hierarchy, or in a panel on the right. A grid can carry up to six related lists.

2. The full record in a side panel: 360 Snap

360 Snap opens one record in a panel over the grid. Details shows the fields. Related Lists shows each related list as a tab, and each tab is a working grid.

• See the whole record. The fields your team needs, laid out in one place.
• Work the related lists. Line items, quotes, contact roles and team members, each one a tab.
• Edit in the panel. Change a quantity or a price and save, if your designer has allowed editing.
• Open it from a lookup too. In a Contacts grid, click the Account name and that account opens in the panel.

Set it up once per object

A designer sets up a Snap in Wave Admin > 360 Snap: pick the object, choose the fields, add the related lists. The fields can come straight from a Salesforce page layout or a list view, so you're not starting from nothing.

A Snap belongs to the object, not to one grid. Set up the Account Snap once and every grid with an Account lookup can use it.

Which one to use

• Under the row when you're scanning many parents and their children together, such as every account with its open cases.
• 360 Snap when you want everything about one record without losing your place in the list.

Want to see it on your own objects? Book a demo and we'll build the first grid with you on the call.