GRAX Settings Tab

Summary

GRAX Labs presents a first look into the ‘GRAX Settings tab.’ With GRAX’s newly enhanced user interface (UI), you can now take advantage of our new streamlined experience for setting up GRAX. This includes the initial configuration of Salesforce credentials, user management, sign-in policies, and permission sets. Although the configuration is done in our new UI, GRAX still supports all the security and permissions you’re accustomed to within Salesforce.  Watch this video to take a tour around the Settings tab and see how you can securely set up and configure the GRAX application.

Transcript

*See our Safe Harbor Statement below

Hello, this is Michael Moran and welcome back to GRAX Labs. Today, we are going to take a look at the Settings tab within the GRAX application.

Before we begin, please take a moment to review our safe harbor statement.  It is also available on the website.

OK, let’s begin!

Once your application is configured, you will probably not need to go into settings on a day-to-day basis.  We want to go over these menus at a high level so you have some familiarity with them.  As always, if you want a detailed explanation, please check out our documentation.

We’re going to start with Salesforce.

This screen will allow you to see what org your GRAX environment is hooked up to as well as update the credentials – either by autoconfigure or with a username and password.

We’re going to move to object storage now.  This screen allows you to configure your storage for GRAX.  You can select between AWS S3, Azure Blob, or a GCP bucket.  As a good practice, consider hosting your storage in the same cloud as the application.

Within these tabs there are settings for the various configuration options depending on the underlying object type you select.

From Here we’re going to move to General Settings.

General settings allows you to configure the grax admin email address and toggle some of the underlying behavior of GRAX.  This includes setting the metadata backup interval as well as the delete tracking interval.  Another important feature is the record session activity option, which is helpful if you need to demonstrate something for support.

Moving on to Archive, Restore & Seeding.  

These settings give you fine grain control over GRAX’s archive, restore, and seeding behavior.  The option I’d like to highlight is managing the sandbox seed targets.  You can do this in the wizard while building a new seed, but you can also do it here.

The last three, API Token Management, Advanced Features, and GRAX API Tokens are all advanced functionality.  API token management allows you to configure the tokens you’ll use if you are instrumenting GRAX through our API.  Advanced features gives you access to additional views or preview features who’s availability is subject to change.  Finally the GRAX API Tokens are the tokens GRAX uses to hook up to the Salesforce environment. 

Finally, I’d like to highlight the Diagnostics and Tools button in the upper right corner.  These utilities are very important if we are diagnosing unexpected behavior or we need to understand what GRAX is able to see in Salesforce.

Thank you and I hope this quick view of the settings tab has been helpful.  If you have any questions, please contact sales@grax.com for more information.

Thank you!

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* 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.