U.S. Federal Agency
Public Sector
Customer Story
Company profile
This independent U.S. federal agency operates under strict recordkeeping and audit requirements, and much of its work supports other parts of the government. Salesforce runs a growing share of its operations, and more legacy applications are moving onto the platform.
Industry
Public Sector
Specialties
Federal Government, Regulatory Compliance, Public Services
Company size
1,001–5,000 employees
Tech stack
Salesforce
AWS GovCloud
Amazon Athena
Business case
The agency’s Salesforce org had no backup. It needed one, along with a way to archive older records, minimize storage use, and let business users look up archived data on their own. With budget and headcount both shrinking, the solution also had to run in the agency’s own AWS GovCloud account with very little admin time.
Technical needs
- Frequent Salesforce backups with dependable restore
- Archiving of older records to reduce Salesforce storage
- Deployment in the agency’s own AWS GovCloud account
- Access to archived records for business users, not just admins
- Reporting on how records change over time, using the agency’s own analytics tools
- Pricing that isn’t tied to user count
Key outcomes
- Hourly Salesforce backups for an org that previously had none
- 100% of backup and archive data kept in the agency’s own AWS GovCloud account
- Archived records that business users can find and retrieve themselves
- Historical reporting through Amazon Athena on open Parquet files
- Coverage for the legacy application now moving to Salesforce, with no second tool
The challenge: before GRAX
The agency had no backup protecting its Salesforce org. The org was also getting bigger, and a second large legacy application was partway through a move onto Salesforce.
There was no way to see how Salesforce records had changed over time, which matters for an agency that answers to auditors. Business users who needed older records had to go through admins to get them.
Budget and headcount were both going down, so a new tool couldn’t increase admin work or charge per user. It also had to run in a federally authorized cloud account the agency controlled, not on a vendor’s infrastructure.
The solution
Explore the products the agency uses to protect and archive its Salesforce data.
The results: after GRAX
GRAX runs in the agency’s own AWS GovCloud account, so backups and archived records never leave the agency’s security controls. Salesforce data is now backed up every hour. The other options the agency looked at backed up four times a day or less.
Before signing, the agency’s technical team tested GRAX on real data with help from GRAX Solution Engineering. They archived cases and files to the GRAX Data Lake, checked document counts, and pulled records back out. Leadership approved the purchase based on those results.
GRAX stores history as Parquet files, which the agency queries with Amazon Athena to see how records changed over time. Business users can open archived records themselves instead of asking an admin. GRAX pricing isn’t based on user count, so a larger team doesn’t mean a different bill. With GRAX, the agency met its goals for compliance, resiliency, and organizational value, protecting its Salesforce data hourly inside its own GovCloud environment while giving users direct access to the records they need.
More GRAX success stories
The GRAX Advantage
GRAX allows customers to take complete ownership and control of their Salesforce data by capturing and storing it in environments that they own and operate. This creates the most effective way to meet the most stringent regulatory requirements by capturing and preserving 100% of their data’s Digital Chain of Custody.
GRAX delivers a significantly higher ROI than any alternatives
*add ons are available at an additional cost
Our customers have reported
Operational overhead savings
Reduced customer churn
$50k annual savings
Months saved in manual effort
70% pipeline acceleration
