GRAX Labs Video

Viewing Salesforce Data in GRAX

Beta Feature

Speakers

GRAX Team

LinkedIn

About this talk

GRAX Labs presents "Viewing Salesforce Data in GRAX." With the new, enhanced GRAX UI, users can now get a comprehensive view of their backed-up or archived Salesforce data. 

Simply use the GRAX Data Viewer in Salesforce to seamlessly transport you to the new GRAX UI. Within GRAX, you can search by the record ID or use our advanced search functionality to view your backed up, archived, or manually deleted data. Drill into your records to see a full view of your data’s hierarchy with the ability to drill into those children records. 

Watch this video to learn how you can easily view your historical Salesforce data that’s stored in your cloud environment of choice. 

1:46 min. Published on

Transcript

*See our Safe Harbor Statement below

Hello, welcome back to GRAX Labs! My name is Dave Mackey. Today, we're going to take a quick look at viewing data in the GRAX console. So we can see here, I've clicked on my ‘search’ tab.

Let’s me be able to search by an ID here. I'm just going to click ‘advanced search.’ I'm not sure the ID of the record I want to look up.

I can put in the information. So let's say I want to look for an account that has the value of top.

Well, we can see here's the top of the hierarchy. I'm going to click on this ‘ID.’ That's going to load this record.

We can see actually this record has been either deleted or archived from Salesforce, and we can know it was archived here based off of this delete source, right?

So this delete source is always going to be, if a record has been deleted or archived from Salesforce, we can see other important information here up at the top, mostly able to scroll down.

I can see the hierarchy of this account with all of its related children. I'm able to drill into those children from here as well.

I'm also able to scroll down and see a list of all the fields on this record, which is great. I can get all the information that I need from this record.

It's all listed down below. I can also do a search for the information as well. So if I just did phone, we can see that the phone field quickly pops up here as well.

I can come back into the filter and if I remove my filter, I can see all my fields again. So again, quick way to see within the search tab, I'm able to view the record in the GRAX console.

I'm able to view all the information about a record within the GRAX console. If you have any questions, please email 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.

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