Installing the GRAX Managed Package
The GRAX Managed Package bundles a number of LWCs, Custom Settings, and Permission Sets for the purposes of interacting with GRAX from within Salesforce. The Managed Package is not required for use of GRAX, as all GRAX features can be accessed directly via the application's web interface.
Install Link
Please see the AppExchange listing for more details.
You can use these links to install or upgrade to the latest managed production and sandbox packages:
Security/Access Settings
When installing GRAX into a Salesforce environment, you should understand which users you are providing access and what that means.
Note on Limits
You are installing a GRAX managed package into Salesforce that counts towards any org limits imposed by Salesforce.
Install for Admins Only
Specifies the following settings on the installing administrator’s profile and any profile with the "Customize Application" permission.
- Object permissions—“Read,” “Create,” “Edit,” “Delete,” “View All,” and “Modify All” enabled
- Field-level security—set to visible and editable for all fields
- Apex classes—enabled
- Visualforce pages—enabled
- App settings—enabled
- Tab settings— enabled for GRAX app
- Page layout settings—read only
- Record Type settings—read only
- After installation, if you have Enterprise, Performance, Unlimited, or Developer Edition, set the appropriate user and object permissions on custom profiles as needed.
Install for All Users
Specifies the following settings on all internal custom profiles.
- Object permissions—“Read,” “Create,” “Edit,” and “Delete” enabled
- Field-level security—set to visible and editable for all fields
- Apex classes—enabled
- Visualforce pages—enabled
- App settings—enabled
- Tab settings— enabled for GRAX app
- Page layout settings—read only
- Record Type settings—copied from administrator profile
Install for Specific Profiles
Enables you to choose the usage access for all custom profiles in your organization. You can set each profile to have full access or no access for the new package and all its components.
- Full Access—Specifies the following settings for each profile.
- Object permissions—“Read,” “Create,” “Edit,” “Delete,” “View All,” and “Modify All” enabled
- Field-level security—set to visible and editable for all fields
- Apex classes—enabled
- Visualforce pages—enabled
- App settings—enabled
- Tab settings— enabled for GRAX app
- Page layout settings—read only
- Record Type settings—read only
Custom Settings
Tips for Managing GRAX Custom Settings within the Salesforce Managed Package
Enable Auto Backup Custom Setting
The Enable Auto Backup
custom setting, when set to TRUE, does the following:
- Redirects the
Schedule
tab to GRAX web app, which removes the ability to see legacy backup and archive jobs
BEFORE enabling this custom setting, you need to ensure that ALL of the following are true:
- All legacy backup jobs have been deactivated
- All legacy archive jobs have been deactivated
- All archive jobs, that you want to continue to run, have been moved over to the webapp
Enable GRAX Next Generation Custom Setting
The Enable GRAX Next Generation
custom setting, when set to TRUE, does the following:
- Redirects the
Search
tab to GRAX web app search - Redirects the
Summary
tab to GRAX web app executions tab - Hides the
Summary History
dropdown on an individual GSP action dropdown - Hides
Datalake Delete
tab - Hides
Logs
tab - Hides
Setup
subtab (GRAX>Configuration>Setup
) - Hides Time Machine Trigger Template Code on
GRAX>Configuration>Miscellaneous
Enabling Custom Settings
To enable a custom setting, follow the steps below:
- Navigate to Salesforce Setup (cog icon)
- Type
Custom Settings
in the 'Quick Find' search - Click
Manage
next toGRAX Settings
- Click
Edit
- Click the checkbox next to the custom setting you wish to enable
- Click
Save
Updated 4 days ago