About this talk
Watch this GRAX demo video to see how easy it is to take control and ownership of your Salesforce data with GRAX:
- Backup all your Salesforce orgs
- Keep archived Salesforce data 100% accessible in production
- Capture up to every single change
- Pipe and reuse your Salesforce data anytime, anywhere
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 - like Salesforce, 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 the GRAX demo video of how our solution can effortlessly preserve, recover, manage, and analyze your historical Salesforce data - with no code required.
[MUSIC PLAYING] DAVE MACKEY: Hey, there. This is Dave Mackey with GRAX. Today, we going to review the four products of GRAX, Backup and Restore, Time Machine, Data Archive, and History Stream. With Backup, customers are able to backup all of their standard and custom objects in Salesforce, their files, which includes attachment, content documents, and event log files, and history objects. So these are all the history tables.
With GRAX, we perform this initial full environment backup. And then I'm able to select incremental backups moving forward. So this, again, makes the full environment backup initially, I can set my frequency, in this instance to an hour. And then, I'm only going to backup records that have changed, since the last time this process ran.
This is really important for feeding the history of my data, which is going to be very important when we talk about the History product. The second product is GRAX Archive. Archive is important because customers are able to save on storage space within Salesforce, so that they can optimize their Salesforce system speed. Additionally, customers are able to archive data and files, while still being able to view these records in Salesforce.
As you can see here, we're able to select the parent object, which we want to archive based off of, and then we can-- we'll be able to select all of our children in that hierarchy below, and also can set our frequency of how often we want this process to run, as well as some additional options that can be selected while creating my archive process.
Additionally, customers are able to set a rolling date, so that they can determine when a record is going to be archived, as well have, different filter criteria, the date report, and the software query. One of the ways that we're able to restore is if I come over here to my Search tab, we are able to select our parent object. So we can see, for example here, case, I'm able to select the fields that I want to search for.
So let's say subject and case number. And then I'm able to retrieve this information. So this is pulling back all of the data based off of my history, so all my backed up record and archived records that had been performed with GRAX. I'm able to see this information here, preview this information, restore this information. I'm also able to set this filter, so I only want to see archive records.
Once I do that and I click Retrieve, I'm able to restore all of these records back into Salesforce that have been previously archived. Additionally, within GRAX, customers are able to add lightning web components onto their page, so that they're able to view records that have been archived previously.
So as I come over here, and I come over to my related list, what we're going to see on this page, is records over the course of time that have been backed up or archived using GRAX. So I'm going to scroll down below to my opportunity records.
We can see that all of these records have been archived using GRAX. The history of this record still remains within my GRAX Repository. And I can view this record. I can restore this record right here from my page as an end user.
Next, we're going to, review the GRAX Time Machine. Here, we've added a Time Machine Lightning web component in Salesforce. We can see that there's been different changes to this record over the course of time. I'm able to come over here, select different versions that I want to view, and I can see these changes.
And again, this is important because we have the history of changes over the course of time. I could select these different versions, and then I could restore these specific fields back to a previous version based off of the history of this record.
Lastly, we're going to discuss Data Hub. And one of the important features that had been recently released in Data Hub is what we're calling the GRAX History Stream. With the GRAX History Stream, as a sales manager, I'm able to ask many important questions, including our reps' performances over the course of the quarter, reps' trends over the course of this quarter, my team's pipeline at the beginning of the quarter to today, how many touches it typically takes to close of customer, as we can see here.
And one of the really great features with the GRAX History Stream is we are showing this year in a Tableau CRM dashboard. We can also see this in Power BI, Redshift, many other analytics platforms, as well. If you want to know more information about GRAX, get in touch with GRAX by emailing firstname.lastname@example.org.