Sandbox Refresh
GRAX Application connections are impacted each time a Salesforce sandbox refresh takes place, however, getting GRAX up and running again in the new environment is a straightforward process.
Why would a Sandbox get refreshed?
- To bring down a clean copy of the production environment to allow you to start the next project/test with a fresh and updated environment
- To start a new sandbox due to expiration of previous sandbox
- May be required as part of a software development cycle
Note
Please note that your sandbox will have a new org ID after the refresh.
GRAX Sandbox Deployment Policy
Like Salesforce, GRAX monitors sandbox deployments for activity and automatically deletes deployments after a period of 180 days of inactivity. This improves security by cleaning up data, and cost by turning off unused servers. At any time you can deploy a new sandbox backend via GRAX Platform or by contacting GRAX Support.
Pre-Refresh Requirements
Before the refresh:
- Ensure that the
Admin Email Address
is set to a valid email address within theSettings
section of the GRAX Application. When the old sandbox becomes unavailable, the GRAX Application sends a self-service email to that address with a link allowing you to connect the app to a new org. Follow that link and login with the new sandbox's credentials - Disconnect Salesforce
- Navigate to
Settings
- Expand the
Salesforce
panel - Click
Disconnect
- Navigate to
Post-Refresh Reconfiguration
GRAX Application Reconfiguration
- Login to your sandbox in SFDC as the GRAX Integration user
- Click on the link in the notification email and select
Connect with Auto Config
- Follow the prompts to reconnect the SFDC org to the GRAX Application and restart Auto Backup
- Navigate to
Settings
within the GRAX Application and expand theSalesforce
section to confirm that the you are connected to the correct SFDC org with the correct Integration User. You will see a green dot followed by the wordConnected
if the connection is successful. If you need to modify the connection details, clickUpdate
to reset the connection
GRAX Managed Package Reconfiguration
The GRAX Managed Package is optional and not all customers use it. If your organization uses the Managed Package, follow the steps below:
- Follow the GRAX Application Reconfiguration steps detailed above
- Navigate to the GRAX tab within SFDC
- Configure GRAX in Salesforce
- Configure the Remote Site Setting
- Add your URL to the Trusted URLs list if you see a banner at the top of the page prompting you to do so
- You can now navigate to the GRAX Application directly from SFDC via the
Schedule
andSearch
tabs
Frequently Asked Questions
I didn't receive the self-service reconnection email, why?
You may not receive the self-service reconnection email if:
- Your email address is not listed in the
GRAX Admin Email Address
section of theSettings
tab - The email has been blocked by a firewall
- The email may have gone to your
Spam
folder
Can I reconnect my GRAX Application without the self-service reconnection email?
To reconnect your GRAX Application, without the self-service reconnection email, take the following steps:
- Reach out to your GRAX Admin users to see if they received the self-service reconnection email
- If the GRAX Admin users did not receive the email, or are no longer with the company, click
Get Support
in the left pane of the GRAX Application.
Updated 1 day ago