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.
*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 firstname.lastname@example.org for more information.
* Safe Harbor Statement
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