Settings

The GRAX webapp interface offers a new, streamlined method of managing the configuration and behavior of your GRAX app. Access to the settings page is dependent on users possessing an administrator permission set via their Salesforce user. For more information about permissions management, see the permissions documentation.

Salesforce Panel

To manage the integration user, and thus the Salesforce org connected to, use the Salesforce panel in the GRAX settings tab. Here, you can choose to use OAuth or username and password, as well as choose whether to connect to a production or sandbox Salesforce org.

Storage Panel

To manage the storage bucket connected to GRAX, use the "Object Storage" panel in the GRAX settings tab. Here, you can choose between AWS, Azure, or GCP storage buckets as well as enter supported credential sets.

General Settings Panel

To manage the larger behavior of your GRAX app, use the "General Settings" panel. Here, you can modify excluded objects, the schedules for auto updates, delete tracking, and metadata backups, as well as edit the behavior of restore. You can also set an "admin email address" which receives self-service emails when the app detects a supported failure.

Archive, Restore, and Seeding Panel

To manage how archives, restores, and seeds behave, use the "Archive, Restore, and Seeding" panel. Here, you can select objects to ignore from those processes, whether to allow them in production, setup behavior, how to handle ContentDocumentLink objects, record status check behavior, and sandbox seed targets.

User Management

The User Management tab allows webapp access to be granted to a third-party user who may not have access to the connected Salesforce org. To grant access to an external user, take the following steps:

• Click on New User:

  

• Add the name and email address of the user

• Set the user's level of access

The external user will receive an email prompting them to create a password which, along with their email address, will be used to login to your webapp via the Sign in with Credentials option. User details are accessible within the User Management section, and access can be revoked at any time. Access will automatically be revoked after 30 days unless the user’s access has been set to never expire.

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Important

The User Management functionality should not be used to grant GRAX Support access to your application. If you need to grant GRAX Support access to your application, please follow the steps detailed here.

API Token Management

To access and manage API tokens, use the "API Token Management" panel. Here, you can create and destroy API tokens, and reveal legacy tokens if necessary.