About this talk
Watch this video to learn about each of the GRAX Data Viewer Configurations available:
- Related Object,
- Related Objects Fields,
- Data Set Selection,
- Records Per Page,
- Override Title,
- Hide GRAPH Button,
- Do NOT Enforce Security.
These configurations will dictate what Salesforce backup and archived (or even deleted) data your organization's Salesforce admins and various Salesforce end users get to view.
*See our Safe Harbor Statement below
Hi! Joe Gaska here, Head of Product at GRAX. Today, we're going to take a quick, deep dive into the GRAX Data Viewer, which is a Salesforce Lightning Web Component.
So quickly navigate over to Accounts. And I'm going to go ahead and click on the configuration and click edit page.
Now, what I'm doing here is I'm editing the Lightning Web Component page layout.
Now I'm going to go ahead and add a tab. I'm going to customize this tab, and just for this, I'm going to say to call it "GRAX Demo LWC." I'm going to go ahead and click done.
In a couple of clicks, I added a tab to the layout, and there's nothing else has been added.
Quickly search for GRAX for the GRAX List Records - drag it and simply drop it into the layout. You see on the right-hand side all of the different settings that we have. So I'm quickly going to go in and add the word "case." You can choose any object that is related to the parent object that you're customizing the Lightning Web Component.
So we're using Account, but you can drop this into opportunities, leads, orders, anything that you want within Salesforce. When you simply drop it in, you add the child objects on, and quickly it adds fields by default to every object.
And you can see it adds name, is deleted, and a few other system fields. But you can go ahead and customize this to be anything that you want. And you simply add the field into the Related Object's fields list. And the Lightning Web Component automatically gets rendered, and you can see quickly what it's going to look like.
And you can go in and readjust and say, "you know what? I want the is deleted at the end, and you may want the accountID." Quite simply customize the fields that I want displayed and the Lightning Web Component; as soon as you change, this information has quickly rendered itself.
So again, object name, object field to the first two. The third one is the Data Set Selection. Every dataset within GRAX is available in Lightning Web Components. You can have all of your data be displayed. You can choose just to display archived data, you can choose just to display deleted data, or you can choose just to display archived and deleted data.
So I'm going to go ahead and choose archived and deleted data. That means I'm showing everything that is no longer in Salesforce but is in GRAX. If someone deleted the record accidentally, if we archive data and store it in GRAX, if you're trying to reduce your spend, this is showing us everything that is outside, in GRAX, but not inside of Salesforce.
So the fourth configuration setting is Records Per Page. Now GRAX, you can see there's pagination. We can go next and into the previous; it's showing five records at a time. If you want to show 10 records at a time instead of five, you just enter 10, and it'll show. I'm going to go ahead and leave it at five for now. So I limit it at five records, and it quickly renders the display that's down here.
Override Title - if you don't like the default title that GRAX chooses, and it simply chooses the object name, the word records, and then shows the dataset that's chosen. But you can put in any title you want to use. So if you simply change the title, the title is going to change, and you can customize this for any user in Salesforce. That means any Lightning Web Component that you drop in, you can assign it to a page layout and a page layout to the users that want to use it. So if you have one for an admin user versus a support manager, their user experience can be different. And everyone already knows kind of how to do that.
Now, if we move down to the fifth setting, that's their Hide ID Field. Some of our customers actually don't want to show the ID field because they want to have more space; some do. So I'm going to go ahead and leave it, but it's your choice.
Hide GRAPH Button - by simply clicking Hide GRAPH Button, you can see by default, the view graph button is no longer there. It's really your choice.
And the last setting you should be careful of is Do NOT Enforce Security. GRAX Lightning Web Component enforces role-level and field-level security. Some customers, when they're enforcing role-level security, if you have a data admin, sometimes you don't want to force this so they can see every record. If they're going in trying to restore data, trying to find something that happened, simply click that, and they'll see all of the data itself.
I'm going to quickly just hit save, and it's saving this layout, but oh, you know, what I want to do is I want to drag in another one. You can drag in as many Lightning Web Components as you want. So if you want to display Cases and Opportunities or Content Versions or Contacts, simply drag it in and enter it and press save.
So I'm just going to drag one in; I entered the Opportunity. I press save and simply go back to the page layout.
So quickly, I added the tab. I dropped in a Lightning Web Component for Cases for archive and deleted. And I dropped into Lightning Web Component for Opportunities that were there. Now you can see how it's being rendered right here. All of this data is stored within GRAX rendered in the usual layout customers are used to.
Now to take you quickly through. Now, you'll notice there's a new feature that's been added to Show Record. Now right on the actions on any row, you can quickly say Show Record, and it's going to render a modal. So this right now shows you the data. In context, if your customer service agent wants to see an old case, they can quickly go in and see in the case itself. If you're an admin, you can quickly restore the case right here, back to the account. And that's another video that we can actually watch yourself.
So quickly, you can click Show Record and view the record directly inside of Salesforce. You can click View in GRAX, and View in GRAX is going to take you directly to the record within GRAX itself. And you can quickly restore that there as well.
But we also can go in and say, "okay, if you click View Graph, if you want to view the graph, this is going to view the full hierarchy of the graph itself and all of the data relationships. And we have another video about that one that goes into great detail about this as well.
Thank you for your time today, and enjoy the GRAX Lightning Web Component!
* 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.