GRAX Blog

This post was co-authored by Kimmo Salmela, Communications Manager, Documill Agentic CRM (customer relationship management) depends on two things: workflows that run the same way every time, and a complete history of every change behind them. Ortoo and Documill run the system of work inside Salesforce. GRAX keeps the system of record in storage you … Continued

Salesforce Field Audit Trail extends Field History Tracking by archiving changes to selected fields for long-term retention. It primarily serves as an audit mechanism that records details such as who changed a field and when the change occurred. However, despite its long-term retention capabilities, Salesforce Field Audit Trail is not a complete backup, recovery, or … Continued

To export data from Salesforce, you can either use Data Export Service, Data Loader, reports, REST API, Bulk API 2.0, or third-party platforms to extract records and transfer them to external files or systems. The right approach to use in each case depends on your data volume, how often you export, and whether the process … Continued

To protect Electronic Health Record (EHR) data integrated with Salesforce Health Cloud, you have to identify patient records stored in Salesforce, back them up to storage from which the data can be recovered, protect the backup copies with appropriate security controls, and regularly test recovery procedures to ensure that you can restore the information when … Continued