Product Demo Video

GRAX History Stream

With Amazon QuickSight

Speakers

Dave Mackey

Director of Sales Engineering

LinkedIn

About this talk

Take control and ownership of your history in Salesforce with GRAX.

  1. Backup all your Salesforce orgs
  2. Keep archived data 100% accessible in production
  3. Navigate your history
  4. Reuse your historical data

GRAX is the new way that businesses preserve, recover, and act on their historical data. Replacing traditional point-in-time snapshots that miss 99% of all changes and store sensitive data in 3rd party clouds, GRAX captures an irrefutable, recoverable record of every single change that happens to data, storing it in the customer’s own environment and making it available for analytics alongside live data. This approach creates a modern, unified data fabric that helps companies understand and adapt to changes faster in their business.

Complete the form to watch a demo video of GRAX History Stream + Amazon QuickSight in action.

2:15 min. Published on

Transcript

DAVE MACKEY: Hey there, this is Dave Mackey with GRAX. And today we are going to take a sneak peek at one of GRAX's newest features, History Streams. With History Streams, it all starts with customers having a history of their data.

This is why GRAX offers the highest level of protection and security by allowing customers to use their own S3 environment. By offering the bring your own AWS environment option, GRAX ensures chain of custody, as data never leaves your environment. I've previously executed backups within my GRAX application to start feeding my history into my GRAX vault.

We can see the parquet files that have been added into my S3 bucket. You can see the path structure for these files. As you can see, these parquet files can be added automatically each hour.

Now that you have seen where your history lives, let's take a quick look at reusing that historical data set in an Amazon Redshift dashboard. Since I have been backing up and archiving my Salesforce CRM data at the highest fidelity, I now have a treasure trove of history that I can reuse and answer my business questions confidently and simply.

When we look at this dashboard as a sales manager, I can easily answer questions about my business such as what was the amount in each pipeline stage throughout the quarter, and how does this compare to the company's goal. What is the pipeline velocity by stage, and how is each rep performing against this?

How are sales reps performing against each other on the quarterly basis? What deals were closed in each region? Typically, how many touches does it take to close an opportunity?

And what is the dollar amount in each stage throughout the quarter? These are just a few of the many questions that we can now answer, because we've unlocked the history of our data. Want to know more about GRAX and the GRAX History Stream, get in touch with GRAX by emailing sales@grax.com.