Product Demo Video

GRAX History Stream

With Salesforce Tableau CRM

Speakers

Diane Deng

Sr. Product Marketing Manager

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 + Salesforce Tableau CRM in action.

2:05 Published on

Transcript

Welcome to the next evolution of GRAX… History stream.

History stream is the latest DataOps innovation that helps you unleash the value of your historical Salesforce Application data.

 

It has always been GRAX’s mission to protect your data and the value of your data. That’s why GRAX was built on the pillars of:

Data Ownership

Data Access

And Data Reuse.

 

By owning your data in your own cloud environment and retaining access to all you’re your historical datasets – you are now able to actually reuse your history downstream.

 

Did you know that your history starts at backup? Once you start capturing your data over time with GRAX, you actually start feeding your History into your GRAX Data Vault.

 

Once securely stored, you can see your historical versions of data stored as parquet files in your own object bucket, such as your S3 bucket. These versions of your history will continue to be automatically captured each hour.

 

Now that you have seen where your history lives, let's take a quick look at reusing that historical data set in a Salesforce Tableau CRM 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 business questions about

 

Pipeline velocity by stage to see how my sales reps are performing throughout quarter

 

I can also trace how each sales reps pipelines are trending against one another.

 

We can also see the changes in pipeline stages from sales qualification through closed won or closed lost over time

 

I can even see how many touches it actually took to close a deal.

 

And these are just a few of the many questions that GRAX users can now answer because they have their entire Salesforce history overtime available to them.

 

Ready to unleash your Salesforce data’s value? Just click the Get Started button in the upper right-hand corner to get in touch or email sales@grax.com.