GRAX Labs Video

GRAX Search

Beta Feature

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Speakers

GRAX Team

LinkedIn

About this talk

GRAX Labs presents "New Search Capabilities with GRAX." With GRAX Search, users can easily:

  • Configure objects for Search
  • Perform a basic full-text search across the latest versions
  • Perform a detailed filtered search on specific GRAX system fields

The new GRAX Search provides Salesforce admins and Salesforce end-users the ability to easily search through their historical data inside of the GRAX's enhanced UI.

1:30 min. Published on

Transcript

*See our Safe Harbor Statement below

Hello, this is Dave Mackey. And welcome to another episode of GRAX Labs. Today, we are going to take a look at the new search feature within the GRAX Console.

So what we're going to see here is I clicked on the search tab. Initially, I am able to search very quickly by an ID.

So if I know that ID let's take, for example, this account ID - come over here, drop in that ID, click search.

And we're going to see here in a matter of seconds, it's going to pull up this record, this account record directly from my GRAX repository.

Also, if I go back to search, have the ability over here to click 'advanced'. So when I click 'advanced', it's going to pull up my list of objects.

I'm going to let's say, move this to contact. It's going to pull in a few fields by default.

I can change my status. I can put in any filter criteria down below that I would like. So let's just move this again to opportunity.

It's going to pull a name field. Let's just look for archived opportunities. As an example, let's just click 'search'. It's going to pull up four opportunities.

I'm then able to drill into these opportunities, click on them to restore them if I needed to restore them. So we can see here, I'd have that restore all records, or again, I'm able just to drill in.

So in the next episode, on GRAX Labs, we're going to go into more detail of the detailed view of this record here.

Any questions, please reach out to 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.