Wave

How to Publish an App in Valorx Wave

Take a Grid you’ve already built and publish it directly onto a Salesforce page — so your team sees live, editable data the moment they open a record. No switching apps, no extra clicks.
No code required Lightning Pages & Experience Cloud Works with Grids & Matrices

Here’s what you’re building

Before we walk through the steps, here’s the end result. This is what your team will see after you publish.

What your team sees

When any rep or manager clicks the Pipeline Review tab in the Sales app, they see a live Opportunity grid that’s sortable, filterable, and editable inline. No exports, no reports, no waiting.

What this replaces

Today, managers pull a report, export to Excel, share the file, and repeat next week when it’s stale. With a published grid, the data is always live and editable directly in Salesforce.

Real-life example

Your Sales Manager wants every rep to see all open Opportunities in one place sortable by stage, amount, and close date. You build the grid once in Wave, publish it to the Sales app as a new tab, and it’s live for the whole team in under 15 minutes.

Want this outcome? Follow the steps below.

Time: ~15 minutes  |  Role: Designer or Admin  |  Requires: Wave Embedded + an existing Grid

Prerequisites

  1. Valorx Wave embedded package installed in your Salesforce org
  1. A Grid already created and tested in Wave (if you don’t have one yet, follow the “Making Your First Grid” guide first)
  1. A Designer or Admin role in Wave
  1. Permission to edit Lightning Pages in Salesforce (System Administrator or delegated page layout access)

Publish your Grid to a Lightning page

We’ll walk through the Sales Manager scenario above: creating an App Page with an Contacts grid and adding it as a tab in the Sales app. The same steps apply to any grid and any app.

Step 1: Open Lightning App Builder

In Salesforce Setup, type 'Lightning App Builder' in the Quick Find bar and click it.

Step 2: Create New App Page

On the Lightning App Builder home screen, click New to create a new page.

Step 3: Select App Page

Click on App Page then Select Next.

Step 4: Enter Label Name

Enter the name of the app that you would like. This will show up as the tab in Salesforce.

Step 5: Select a Template for the Page

Select a template for the page from the available options provided. This may take some time to populate.  

Note: "One Region will provide the largest canvas and is recommended."

Step 6: Add Your Components

Scroll down the left panel (components section) until you reach the Custom – Managed section at the bottom. Then, click and drag the Valorx Grid into the middle section.

After adding the Valorx Grid, the configuration panel on the right becomes active

Step 7: Configure Your Panel

  1. Choose your desired grid configuration (this is the grid you want to add as an app) from the dropdown menu.
  1. Toggle the "Allow changing grids" option to enable or disable users' ability to switch between grids within the same object.
  1. Adjust the height settings for your grid configuration.

Step 8: Save Your App

Click Save.

Step 9: Activate the App

Once the save is complete, a pop-up will appear prompting you to activate the page. Click on "Activate" to proceed.

Ther are three activation assignment options:  (1) Org Default — replaces the default page for all users; (2) App Default — replaces the default for users of a specific app; (3) App and Profile — assigns to specific apps and user profiles.

Step 10: Add Page to App

Note: This step is for App Pages only. It is what makes the grid appear as a tab in the app navigation bar.  

In Lightning Experience, you have the option to incorporate a page with a grid into any app. Select the app where you want this page to show up.

Click Activation → go to Lightning Experience tab → select the target app (e.g. Sales) → click Add Page to App → click Save.

Step 11: Verify the Published Grid

Navigate back to any Account record. You should now see the Valorx Grid embedded directly on the page, showing Contacts related to that Account.

Test it out:

Click a cell to edit it inline

Add a new Contact using the New Record button in the grid toolbar

Use the search bar to filter contacts

Click Save to push all changes back to Salesforce

Where else can you publish ?

The steps above cover Lightning App Pages — the most common publishing target. But Wave grids can be published to several other surfaces too.

Publish To What It Does Example Best For
Lightning Record Page Embed a grid directly on an Account, Opportunity, or any record page Sales reps see related contacts grid when viewing an Account Record-level context
Lightning App Page Add a grid as a standalone tab or page in any Lightning app A “Pipeline Review” tab in your Sales app Team-wide views
Home Page Embed on the Lightning experience homepage A manager sees the full team pipeline grid the moment they log in each morning. Quick access

Frequently asked questions

Can I publish a Matrix the same way ?

Yes. Matrices can also be published to Lightning pages using the same drag-and-drop workflow. Look for the “Valorx Matrix” component in the Lightning App Builder.

Can Standard Users interact with a published grid?

Yes. Standard Users can view and edit data in published grids based on the permissions the Designer configured. They don’t need to open Wave separately — the grid works directly on the page.

What if I update the grid configuration later?

Changes to the grid in the Wave Designer are reflected automatically on the published page. You don’t need to re-publish or re-edit the Lightning page.

Can I publish multiple grids on the same page?

Yes. You can add multiple Valorx Grid or Related Grid components to the same page. Use a Tabs component to organize them (e.g. “Contacts” tab, “Opportunities” tab, “Cases” tab).

How do I find the Grid ID if I need it?

Open the Wave Dashboard, hover over the grid, click Surf the Wave, and look at the URL — the Grid ID and Object Name are visible in the address bar. Format: ObjectName::GridId.

Ready to publish your first app?

If you already have a grid built, publishing takes under 15 minutes. If you’re starting from scratch, build a grid first (5 minutes) and then publish it (10 minutes). Your team will see live, editable data on their Salesforce pages today.