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.
- Sign up to GRAX Platform
- Browse to New Trial Deployment and click
Start Trial,
pick a region, then clickDeploy
- Browse to Deployments and wait a few minutes for deployment to become
Active,
then clickOpen
- Click
Connect with Auto Configuration
and log into your Salesforce Sandbox or Production instance - 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.
- Contact GRAX Sales to schedule a call with a Sales Engineer to set up your trial deployment.
- GRAX creates a team, and invites you and your colleagues to the team:
- MyCorp UAT
- GRAX deploys a trial for you
- Click
Connect with Auto Configuration
and log into your Salesforce Sandbox or Production instance - Review access management and add
GRAX Console Admin Permission
to additional team members trying GRAX. - For data security purposes, trial environments are automatically deleted after 7 days. If you need an extension, open a Support Case.
Updated about 4 hours ago