# February 2026 Release Notes

## GRAX Product Updates

### February 2026

February brought a notable expansion to the record graph with status-based filtering, a long-awaited improvement for Salesforce Knowledge users with full article merging support, and the ability to customize the org connection notice. Formula fields now refresh during seeds and restores, and several storage and restore guardrails were strengthened to make critical workflows more reliable.

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### Backup & Restore

#### PITR Restore Defaults Stay Separate from Standard Restores

**What Changed:** Saved defaults from a point-in-time restore are now stored separately from standard restore settings. Starting a standard restore no longer inherits point-in-time-specific defaults that were saved in a previous session.

**Why This Matters:** Users who frequently alternate between standard and point-in-time restores now get the correct defaults for each type every time. The restore configuration reflects only what is relevant to the restore type you are initiating.

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#### Formula Fields Are Now Refreshed During Seeds and Restores

**What Changed:** Formula fields in Salesforce are now recalculated as part of seed and restore operations. The values written to your target org reflect the current formula results rather than the values that were stored at the time the data was captured.

**Why This Matters:** Formula fields in seeded or restored records now reflect current calculated values, so the data in your target org is immediately accurate and ready to use. This is especially important for fields whose values depend on related records or time-based logic, where the stored value and the live calculated value can diverge over time.

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### Search

#### Search Now Supports Include-Based Filtering

**What Changed:** A new include-based filter option is available in Search, allowing you to scope results by specifying which values or conditions to include rather than exclude.

**Why This Matters:** Include-based filters give you a more direct way to define the exact set of records you are looking for, particularly when working with fields that have many possible values. This complements the existing filter options and expands what you can express in a single search.

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### Salesforce Knowledge

#### Knowledge Article Merging Now Available for All Organizations

**What Changed:** When seeding or restoring Salesforce Knowledge articles (Knowledge\_\_kav), GRAX now maps articles to their correct counterparts in the target org. This includes support for merged article IDs and proper handling of language variants. Knowledge merging is now enabled across all organizations.

**Why This Matters:** Organizations that manage Knowledge articles can now seed and restore that content with the same reliability as standard Salesforce records. Article IDs are mapped to the correct targets in the destination org, preserving the structure and relationships of your Knowledge base.

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### User Interface

#### Backend Connection Notice Now Customizable

**What Changed:** The connection notice displayed when GRAX is connected to a Salesforce org can now be customized. Users can update the display name shown in the notice, and administrators can set the banner color. Each user's customization applies to their own view.

**Why This Matters:** For organizations managing multiple orgs or environments, a clearly labeled and color-coded connection notice makes it immediately obvious which org you are working in. This reduces the risk of making changes in the wrong environment and helps teams establish clear visual conventions for production versus sandbox.

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#### Record Graph Can Now Be Filtered by Record Status

**What Changed:** The relationship graph on record detail pages now includes a status filter. You can choose to display only live records, only archived records, or all records within the graph view.

**Why This Matters:** In organizations with large data volumes, the relationship graph can include a mix of live and archived records that makes it hard to focus on what is currently active. The status filter lets you narrow the graph to exactly the records you need to see, making it more useful for both review and compliance workflows.

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#### Recurring Activity Navigation Available on Started Activities

**What Changed:** When an activity is in a "started" state, the navigation button linking to its recurring configuration is now visible and accessible.

**Why This Matters:** Previously, you had to wait for an activity to complete before you could navigate to its recurring setup. You can now access and review the recurring configuration at any point during the activity's run, which is helpful when troubleshooting or making adjustments to an in-progress workflow.

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### Data Lake

#### Data Lake Object Count Now Capped in the Interface

**What Changed:** The interface now enforces a limit on the number of objects that can be added to the Data Lake configuration. Attempts to exceed the limit are blocked with a clear message.

**Why This Matters:** Adding too many objects to the Data Lake can degrade downstream performance and increase processing time significantly. The enforced limit encourages configurations that perform well and prevents accidental over-selection during setup.

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### Data & Storage

#### Storage Bucket Locked Once It Contains Data

**What Changed:** Once a storage bucket has data written to it, the bucket configuration is now locked. The storage destination cannot be changed while data exists in that location.

**Why This Matters:** Changing the storage bucket on an active GRAX instance is one of the most impactful configuration changes possible, and one of the easiest to make accidentally. Locking the bucket once data is present prevents the kind of misconfiguration that can make existing backup data inaccessible.

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### How to Get the Most from These Updates

**Customize your org connection notice.** If your team works across multiple Salesforce orgs, take a few minutes to set up distinct colors and labels for each environment. This small change can prevent costly mistakes and is especially valuable for anyone who frequently switches between production and sandbox.

**Try status filtering in the record graph.** If you work with records that have a mix of live and archived relationships, the new status filter gives you a cleaner view. Try filtering to live-only for operational reviews, or to all statuses for compliance and data auditing.

**Knowledge admins: seed and restore are now fully supported.** If your organization manages Salesforce Knowledge and has been waiting for reliable seed and restore support, that is now in place for all orgs. Reach out to your Customer Success contact if you want guidance on incorporating Knowledge into your GRAX workflows.

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### Questions or Feedback?

Reach out to your GRAX Customer Success contact or visit our support portal for help with any of these updates.

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*February 2026*


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