Viewing Records

There are many ways to navigate to a GRAX record view page. You may have clicked on a record from an execution summary, search results, or restore job summary. However you arrive at the record view, you'll typically see all the following pieces of information:

Let's take a look at each component on the page individually:

1. Record Title

The record title typically has an object icon along with the object name + the record name. As you may know, most (but not all) Salesforce objects have a standard Name field. If the object has this Name field you can see it in the record title. Otherwise, you can see the record's Salesforce ID.

2. Action Buttons

You may see different action buttons depending on the status of the record in question.

If the record in GRAX is believed to be live (not tracked as archived/deleted), the record details page has a View in Salesforce button, which takes you to the record in the linked Salesforce org. Note that the availability of this button is based on the most recent version of that record captured in GRAX.

Otherwise, if the record is tracked as archived/deleted, the page has a Restore button that launches the restoration flow.

Archived vs. Deleted

When we use the term archived for a record, it means the record was removed from Salesforce via a GRAX archive job. You would see the GRAX system field Delete Source on the record as grax.

When we use the term deleted for a record, it means the record was removed/deleted from Salesforce by a non-GRAX actor, but this record existed in GRAX and the Delete Tracking job was able to track this delete event and flag the record as deleted within GRAX. You would see the GRAX system field Delete Source on the record as salesforce.

3. Restore Alert

The current version of a record you're looking at may be outdated. For example, you may be looking at the archived version of a record, but it was restored in a future version. You'll see an alert if that was the case, with a link to the restored version.

4. Version Browser

Here you can navigate through all captured versions of this record. The full lifecycle of this record is tracked here, including when a record was archived and if it ever was restored. Even though restoring a record generates a brand new Salesforce ID, GRAX captures that and links it back to the "original" record to keep a full lineage.

Fields Changed

The Fields changed metric represents the number of fields that GRAX calculates as having a different value from the live version of this Salesforce record. It can give you a general idea of how much this record has changed since its original backup.

5. Field Overview

The overview section offers a quick glance at all key information regarding the record. You'll typically see the following information:

• Object
• Id
• Name - this is the standard Salesforce Name field, if it exists
• Created Date - this is the standard Salesforce CreatedDate field)
• Last Modified Date - this is the standard Salesforce LastModifiedDate field)
• Deleted At - this is a GRAX system field that shows when GRAX captured a record as archived or deleted
• Delete Source - this is a GRAX system field that shows whether the delete source was via GRAX archive job or manual Salesforce delete picked up via Delete Tracking

6. Hierarchy Graph

Here you can see all the relationships beneath this record in the Salesforce hierarchy. You can click on any node to view the full set of related records, and further click into one of those records if desired.

Explore the contents of the entire Salesforce hierarchy for the record.

Navigate to any related record by clicking on a node in the hierarchy graph.

7. All Fields

This component displays all fields backed up for this record and for the particular version you are viewing. You can use the Filter Fields input box to easily filter down to fields that you may be looking for in a long list. This filter looks across field labels and API names (but won't search the field values).

Additionally, reference/lookup field are hyperlinked. You can click to be taken to the reference field's record view page, assuming it exists in GRAX.

Field-Level Security

The fields shown here respect Salesforce field-level security. Specifically, users log into GRAX via Salesforce Single Sign-On. Thus, that user's profile (or permission sets) must grant at least view access to the field for it to display here. Currently, GRAX doesn't make an exception for "View all Data" permissions in Salesforce.

Files

If you are viewing an Attachment or ContentVersion record page, there is an additional Files component with buttons to either preview or download the file.