Trial Deployment Guide

Deploy a Trial

The GRAX Platform is designed to make it easy for you to deploy a trial, connect it to Salesforce and try the product all in a self-serve manner in an afternoon.

1. Sign up to GRAX Platform
2. Browse to New Trial Deployment and click Start Trial, pick a region, then click Deploy
3. Browse to Deployments and wait a few minutes for deployment to become Active, then click Open
4. Click Connect with Auto Configuration and log into your Salesforce Sandbox or Production instance
5. For data security purposes, trial environments are automatically deleted after 7 days. If you need an extension, open a Support Case.

Need Help?

While the GRAX Platform is self-serve, the GRAX sales team is happy to help guide you and your team through the process.

1. Contact GRAX Sales to schedule a call with a Sales Engineer to set up your trial deployment.
2. GRAX creates a team, and invites you and your colleagues to the team:
   • MyCorp UAT
3. GRAX deploys a trial for you
4. Click Connect with Auto Configuration and log into your Salesforce Sandbox or Production instance
5. Review access management and add GRAX Console Admin Permission to additional team members trying GRAX.
6. For data security purposes, trial environments are automatically deleted after 7 days. If you need an extension, open a Support Case.