Accelerating pipeline velocity by creating Salesforce data pipelines
Facing challenges in leveraging data from connected veterinary devices, this global pet healthcare leader turned to GRAX to replicate and integrate data across Salesforce, AWS, and ERP systems. By activating this data, they achieved a 70% increase in pipeline velocity within 18 months, enabling more personalized and timely customer interactions. This integration not only improved operational efficiency but also enhanced customer satisfaction by providing a comprehensive view of client needs.
Supported systems:
HIPAA-Compliant Data Backup to Ensure Data Privacy and Protection
GRAX enables Meret Solutions to seamlessly capture and retain historical Salesforce data, ensuring compliance with strict healthcare regulations while enhancing their ability to analyze and leverage critical patient and operational insights.
Supported systems:
Secure PII and PHI Data Protection for Government Healthcare Agencies
A State Department of Health & Human Services (DHHS) securely backs up and retains critical vaccination data from Salesforce, ensuring compliance with government regulations while maintaining data accessibility for public health reporting and analysis.
Supported systems:
The best way to bring your SaaS data into compliance
FDA: Part 11
“implement controls, including audit trails… for software and systems involved in processing electronic data”
SEC: Risk alert
“Implement targeted policies and procedures to ensure ongoing monitoring of cloud-based platforms”
BASEL II
“Data backups, archiving, retrieval and restoration with 3-7 years of all data history”
GDPR: Article 30
“Records of processing activities must be maintained… and be made available to the supervisory authority on request.”
PCI DSS: Sec 10.3.x
“Implement automated audit trails… access to all audit trails; creation and deletion of system-level objects”
AICPA SOC
“Audit trails providing sufficient context (who, what, when, where, how) to allow for a rapid and accurate response.”
SOX Act: Sec 302, 404 & 409
“…outline how to create, modify and maintain accounting systcomputerems, including programs handling any financial data”
FISMA
“Require continuous monitoring activities”
PIPEDA: Principle 6 – Accuracy
“Keep personal information as accurate, complete and up to date as necessary… record the date when the personal information was obtained or updated.”
EU GMP – Annex 11 Sec. 9
“…the creation of a record of all GMP-relevant changes and deletions (a system generated “audit trail”)”
CCPA PWC
“…data inventory and mapping of in-scope personal data and instances of “selling” data”
FINRA
“Various policies and procedures protecting against unauthorized access to or use of customer records or information.”
Gramm-Leach-Bliley Act
“…safeguard sensitive data; know where sensitive customer information is stored and store it securely”
Leverage continuous data replication to drive compliance, analytics, and innovation
Eliminate the limitations of traditional daily Recovery Point Objectives (RPOs) by implementing continuous data replication across your Salesforce environments — including Sales Cloud, Service Cloud, and Health Cloud. With GRAX, up to every change is automatically captured — ensuring that your data is always current and readily available for activation in analytics, AI models, and compliance reporting.
Own and control your data
Align your Salesforce data with your enterprise cloud data lake strategy
Seamless, uninterrupted data access
Archived data remains fully accessible for production applications and analytics
Ensure Data Privacy and Compliance
Robust data governance through masking, anonymizing, or removing PII and PHI data
Comprehensive audit trails for traceability
Continuous unlimited data capture with unlimited field audit trails
Streamlined governance & access management
Simplified governance — ensuring that only authorized personnel can access sensitive information
Activate complete data for advanced analytics
Easily activate data for AI, agents, reports, and analytics for improved decision making
Activate Your Salesforce Data to Drive Commercial Growth
Transition from traditional backup strategies to a dynamic approach that leverages continuous data replication and activation. By replicating your Salesforce data continuously, you ensure that up to every record version—from patient interactions to sales activities—is captured and made readily available for analysis and action.
Accurate forecasting
Improve forecasting by replicating and activating all history and same-day data into reports and dashboards.
HyperTargeting
Improve commercial targeting strategies with your historical, portfolio-level data.
360° action
Bring any external datasets into Salesforce for action or into your enterprise data lake for comprehensive views.
Next best actions
Strengthen next best action recommendations with all historical snapshots — not just one.
Empower AI and Machine Learning
Feed comprehensive datasets into AI and machine learning models to improve predictive analytics, personalize customer experiences, and streamline operations
Unify reporting
Consolidate reporting on any entity (users, pipeline, practices, physicians, patients, therapies, etc.) across all orgs and tap into 3rd party data all in your cloud
Find new trends
React faster by analyzing changes in data over time to unearth new trends and patterns.
Maintain compliance and data ownership
Ensure compliance with industry regulations such as HIPAA and GDPR by maintaining full control over your data — ensuring transparency and security for all data operations.
Supporting mission-critical Healthcare and Life Science applications
Customers include:
- Pharmaceuticals
- Targeted Therapeutics
- Contract Research Organizations (CROs)
- Animal Health
- Medical Devices
- Public Health
- Health Insurance Organizations
- Consumer health tech
Frequently Asked Questions
GRAX for Healthcare & Life Sciences
Does GRAX support HIPAA compliance for PHI data?
GRAX continuously replicates Salesforce data, metadata, files, and attachments into your own cloud environment (AWS, Azure, or GCP). This gives healthcare organizations a Digital Chain of Custody for PHI and PII, since every version of a record is captured as it changes rather than on a fixed backup schedule. Because the data lives in your own cloud instead of a third-party vendor’s infrastructure, it’s easier to demonstrate to auditors exactly where sensitive data is stored and who has access to it.
Does GRAX work with Salesforce Health Cloud or Salesforce Life Sciences Cloud?
Yes. GRAX works with Health Cloud and Life Sciences Cloud, in addition to Sales Cloud and Service Cloud, so organizations aren’t limited to a single Salesforce product. Replicated data is made available same-day, which means analytics and AI tools can work from current information rather than waiting on a batch export. This is particularly useful for building more complete patient or provider profiles that pull from multiple objects and record types over time.
What’s the difference between GRAX and a standard Salesforce backup tool?
Standard backup tools take snapshots on a schedule, often daily, and store that data in a restore-only format that’s only useful if something breaks. GRAX replicates data continuously into your own cloud, capturing changes as they happen instead of waiting for the next scheduled backup. That data also stays queryable and usable for reporting, dashboards, or AI models day to day, not just sitting in reserve for a disaster recovery scenario.
Does GRAX help with FDA Part 11 or GDPR requirements?
Yes. GRAX keeps a field-level version history, which means it records who changed what and when at a granular level, not just that a record was updated. This kind of time-stamped audit trail lines up with what FDA Part 11 requires for electronic records and what GDPR Article 30 requires for records of processing activity. The same underlying history also supports GxP and Annex 11 requirements around tracking GMP-relevant changes and deletions.
How does GRAX handle PHI and PII without restricting access for teams that need the data?
GRAX includes masking and anonymization capabilities, so sensitive fields can be hidden or obscured for users who don’t need to see them. Access controls determine which teams or individuals can view unmasked PHI and PII, which keeps governance in place without a blanket restriction on the underlying dataset. Teams that do need full access, such as clinical operations or compliance, can still reach the data they need for reporting and day-to-day work.
Can historical Salesforce data be used for AI or predictive models?
Yes. Because GRAX retains every version of a record rather than only the current state, teams have a longitudinal dataset to work with instead of a single point-in-time snapshot. This matters for AI use cases like next-best-action recommendations or patient outcome models, where changes over time are often more predictive than a current-state view alone. It also means models can be retrained on a fuller history as new data comes in, rather than starting over each time.
What kinds of healthcare and life sciences organizations use GRAX?
GRAX is used across pharmaceuticals, targeted therapeutics, and contract research organizations (CROs), as well as animal health and medical device companies. Public health agencies and health insurance organizations also use GRAX to manage Salesforce data tied to compliance and reporting requirements. Consumer health tech companies round out the customer base, often using GRAX to support both data protection and analytics needs.
