GRAX Labs Video

Configure Salesforce Objects for History Stream

How To Video

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Speakers

GRAX Team

LinkedIn

About this talk

GRAX Labs presents how to configure History Stream. GRAX History Stream empowers you to better answer your burning business questions using historical Salesforce data, such as:

  • How can we reduce customer churn and improve Net Promoter Score (NPS)?
  • How can we accelerate our pipeline velocity?
  • What can we do to optimize our supply chain?
  • How can we drive innovation for products / new offerings?
  • How can we get an entire 360° customer view?

Within the GRAX UI, you can easily configure which Salesforce standard objects and custom objects you’d like to reuse for data analytics, AI/ML, data warehousing, and more! By using History Stream, data engineers, business intelligence teams, and data teams can easily extract historical data from Salesforce as a data source to a destination of their choosing - take it anywhere Parquet is supported:

Take a look at this video to see how easy it is to streamline Salesforce data extraction and the creation of data pipelines for better business outcomes. 

1:55 min. Published on

Transcript

*See our Safe Harbor Statement below Hello, welcome back to GRAX Labs. This is Dave Mackey. We're going to take a quick look today at the GRAX History Stream and how to configure the History Stream objects. So you can see here, I'm in my GRAX console. I'm on the History Stream tab here. You can see I've already configured two objects, the contacts and the account objects we can see ran earlier today. And that the records written for each object were two. Those were two new records. If I click on ‘configure,’ I'm able to add in any of the objects from my Salesforce environment, that I've backed up into my History Stream. So if I type in ‘case,’ for example, bring that over, click ‘update’ my list. I'm going to get my selection here. That's going to save. I can click ‘back’. You can see here last time this was written. It was November 1st.  So a few months ago, that's now going to update when this runs shortly. And then we're going to see those records then get populated and I'm able to then use those downstream for History Stream. We aren't going to go into detail today of how History Stream works, but important to know here, this is how we configure History Stream with GRAX. And then, once we have that configured, this is where we're then able to unlock all of the great data and analytics. And answer those important business questions that we can answer with all versions of all backed up data and all archive data, and being able to report on that data, using all those analytics tools such as, AWS QuickSight, Tableau CRM, Tableau Desktop, PowerBI, and other tools such as SQL databases as well. If you have any questions, please contact sales@grax.com for more information. Thank you! --- * Safe Harbor Statement Our presentation, website, and materials may contain “forward-looking statements” within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934. We intend all forward-looking statements to be covered by the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. Forward-looking statements generally can be identified by the fact that they do not relate strictly to historical or current facts and by the use of forward-looking words such as “expect,” “expectation,” “believe,” “anticipate,” “may,” “could,” “intend,” “belief,” “plan,” “estimate,” “target,” “predict,” “likely,” “seek,” “project,” “model,” “ongoing,” “will,” “should,” “forecast,” “outlook” or similar terminology. These statements are based on and reflect our current expectations, estimates, assumptions and/ or projections as well as our perception of historical trends and current conditions, as well as other factors that we believe are appropriate and reasonable under the circumstances. Forward-looking statements are neither predictions nor guarantees of future events, circumstances or performance and are inherently subject to known and unknown risks, uncertainties and assumptions that could cause our actual results to differ materially from those indicated by those statements. There can be no assurance that our expectations, estimates, assumptions and/or projections, including with respect to the future earnings and performance or capital structure of GRAX will prove to be correct or that any of our expectations, estimates or projections will be achieved. Numerous factors could cause our actual results and events to differ materially from those expressed or implied by forward-looking statements. All forward-looking statements should be evaluated with the understanding of their inherent uncertainty. The forward-looking statements included on our presentation are only made as of the date indicated on the relevant materials and we disclaim any obligation to publicly update any forward-looking statement to reflect subsequent events or circumstances. GRAX assumes no obligation for, and does not intend to update, any forward-looking statements. Any unreleased services, features, functionality, or enhancements referenced in a GRAX document, roadmap, blog, website, press release, or public statement that are not currently available are subject to change at GRAX’s discretion and may not be delivered as planned or at all. Customers who purchase GRAX should make their purchase decisions based upon features and functions that are currently available.

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