Application

Added (Backup)

• Download functionality in metadata viewer

• Download All Versions button for Record Versions page with CSV export

• Enhanced single version download capabilities with improved graph CSV functionality

Removed (GRAX Insights)

• Removed Service, Sales, and Marketing tabs in favor of continued focus on SFDC Admins

Managed Package

• Add "To" and "From" addresses in EmailMessage viewer header

GRAX publishes two sets of release notes. One set is related to changes within the GRAX Managed Package, while the other is related to feature changes in the GRAX backend application. See the table below for more information about available release notes.

GRAX Application Release Notes

GRAX Managed Package Release Notes

Application

Added (Application)

• Show per-object storage

• Show Salesforce API version

• Render HTML links inside EmailMessage bodies

• Add ManageUsers permission to auto configuration to support monitoring storage limits

• Add a button to search for a delete event from a deleted record

• Allow read-only access to archives in "disconnected" mode

Added (Archive)

• Improve size estimations for EmailMessage archives

• Improve sync of EmailMessage replies after archives

• Show activity expiration date

• Add ability to purge all records from an archive activity

Added (Restore)

• Show banner about initiate safety limits on first restore or seed operation

Added (Insights)

• Add a new graph that shows data created and deleted or archived per day or month

Removed (Search)

• Fully retired legacy indexed search

Improved

Security

Add verification of origins during cross-origin communications. This resolves a security warning from a javascript security analysis tool.

Fixed

GRAX LWC Data Viewer

Fixes a error message on "Show Record" drop down.

Fixed

GRAX LWC Restore Button

Fixes an issue with the LWC where the restore button was showing even when the 'hide restore option' is selected

What's being done?

GRAX is retiring the Full Metadata Backup functionality in favor of the newly available Incremental Metadata Backup functionality. Full Metadata Backups will be retired on March 31, 2025.

Why is GRAX retiring support for this feature?

GRAX has historically saved a copy of all metadata files separately as part of each metadata backup. While this design initially made working with a single instance of the backup easier, it also resulted in duplicate items taking up considerable storage space and can make changes in metadata difficult to find.

To resolve this issue, we've created a Salesforce Metadata UI (Settings > Diagnostics and Tools > Salesforce Metadata) and introduced our Incremental Metadata Backups functionality.

How does this impact me?

All of your new/changed Metadata will continue captured by GRAX, but as of March 31, 2025, unchanged files will no longer be backed up each time Metadata Backup runs. Starting in April 2025, GRAX will automatically remove duplicate metadata backups to help free up storage space. No action is required on your part.

This retirement does not impact the Metadata Backup Interval settings (Settings > General Settings > Metadata Backup Interval).

Timing

GRAX will retire Full Metadata Backups on March 31, 2025.

How do I get more information?

If you have questions or need more information, .

What's being done?

GRAX is ending support for Indexed Search, previously referred to as "Advanced Search."

This feature let users index data from their backups into the application's Postgres database for purposes of real-time search.

Application

Added (Archive)

Improved

GRAX LWC Data Viewer Options

Defaulting "Use iFrame" toggle on LWC settings to true/on. This loads data much faster than the LWC and is the preferred way to use the component going forward.

Fixed

Authentication

Fixes an issue with HTTP call outs that prevented authentication on some domains.

What’s happening?

GRAX is retiring the Full Query functionality in favor of the newer, faster Query WHERE capability.

• October 31st, 2025: All archives in GRAX sandbox environments will be transitioned to Query WHERE.

• November 14th, 2025: All archives in GRAX production environments will be transitioned to Query WHERE.

Why is this happening?

GRAX has made significant improvements to optimize archive performance. Query WHERE provides several key benefits:

• Automatically determines the optimal batch size

• Delivers faster archive performance

• Reduces timeout errors

How does this impact me?

You’ll continue archiving the same records as before — just faster and more efficiently.

Our team will handle the transition from Full Query to Query WHERE archives for you. No action is required on your part.

Frequently Asked Questions

Can I still add a LIMIT to my Query WHERE archives?

Yes, but please note that adding a LIMIT may reduce performance, as Query WHERE automatically adjusts batch size based on system conditions.

How do I get more information?

If you have any questions or would like more details, please open a support ticket with our team.

Application

Added (Application)

• Notifications for Salesforce connection errors, storage connection errors, and missing field permissions

• Insights dashboard for Salesforce Admins

• Insights dashboard for Marketing improvements

Managed Package

Added (Managed Package)

• Package Email viewer shows archive status

Application

Added (Application)

• Soft delete recurring archives

• Archive from search with relative dates

• Global search IN operator

• Give feedback in the app

• Delete anomaly dashboard GA

• Insights dashboards GA

• Pause or un-pause all data lake objects

• Support Proof Key for Code Exchange (PKCE) Extension for Salesforce auth

Application

Added (Application)

• Auto-fix for missing Integration User permissions

• Enhanced permission set management with proactive correction of access issues

Added (Archive)

• Archive record count details with estimated values per object over specific timeframes

Added (Data Lake)

• Data Lake v2 configuration improvements with "Add New Objects" functionality

• Field inclusion/exclusion capabilities for new and existing objects

• Simplified object management with pause/resume functionality

Improved

GRAX LWC Data Viewer Options

New toggles were added:

• Hide Show Record

• Hide Show in GRAX

• Hide Restore Button

• Use iFrame (Faster Loading)

GRAX LWC Data Viewer Child Level

The LWC Data Viewer was updated to allow for control over the levels of related records that are shown in the related list. This new control is shown above, named "Child Level."

New Warning for Trusted URLs

The LWC Data Viewer now has an option to use iFrame for faster loading and improved appearance. To use this new iFrame feature, it requires adding a Trusted URLs for GRAX in the Salesforce org. If you do not add the trusted site, the new iFrame toggle in the LWC settings does not allow embedding the iFrame. To be sure users are aware of this, there is a new Warning to add the Trusted URLs if one does not exist for the GRAX Application.

Fixed

Auto Backup

Enable Auto Backup is set to True for all new installations. The warning for new scheduled jobs when Enable Auto Backup is True has been removed.

Help Link

The help link has been updated to navigate directly to the Support page on the GRAX documentation site.

What's being done?

GRAX is ending support for "GRAX Embedded" and the code repository at https://github.com/graxinc/grax-salesforce-embedded.

This feature empowers customers internal Salesforce development team to build custom components that reuse GRAX data in Salesforce in ways that the official GRAX components can not support. It accomplished this by providing a GitHub repository of code that customers can "fork," change and deploy into their own Salesforce environment using "Salesforce Developer Experience" (sfdx) tools.

GRAX Embedded is a "first generation" version of reference code and deployment docs provided by GRAX. It is being retired and replaced by "second generation" solutions that offer major benefits in customization, security, and long term support by GRAX and Salesforce:

Additionally all customers currently using "GRAX Embedded" can continue to use and deploy their fork of the GRAX-provided repository with no changes required.

Finally GRAX is continuing its support for first-party and fully supported ways to bring data into SFDC:

• GRAX Public API

• GRAX Managed Package Components

  • IFRAME components delivered via auto-update

  • LWC components delivered via managed package updates

If you need support with a maintaining or changing your custom build, please talk to GRAX Sales to discuss options.

Why is GRAX ending this feature?

GRAX provides many "first party" components to bring GRAX data back into Salesforce like the Search, Related Records, Restore and Email Viewer components. If these components are not currently meeting your needs, we encourage you to get in touch and let us know what you're doing. Our components are constantly improving based on your feedback and feature requests.

But it is inevitable that some use cases can only be satisfied by building new customer-specific components.

In August 2022, GRAX open-sourced some of our package and component code to help customers build their own components. Since then we have found that the grax-salesforce-embedded project mandates development, deployment, and coding practices that don't match many customers internal Salesforce development processes.

Going forward, this customization is best accomplished by GRAX providing a Public API and other modern resources that makes it easy for your own Salesforce development team to access GRAX data in any tools you build however you build them.

How does this impact me?

If you are in the vast majority of customers enjoying the GRAX Application or GRAX Managed Package directly to bring GRAX data into Salesforce, this does not affect you.

For customers that are using grax-salesforce-embedded, no action is necessary as you will always be able to continue using your checkout or fork of grax-salesforce-embedded and your deployment of it. The change is that GRAX will archive the GitHub repository and will no longer offer support for any development questions.

We recommend that you "fork" grax-salesforce-embedded to a repository that you maintain, then review any components you have in use and port them over to your standard internal Salesforce development projects and processes.

This is best accomplished by looking at the GRAX Public API and using that directly to bring data into your Lightning Web Components. You may also accomplish this by copying components from the grax-salesforce-embedded repository into your other Salesforce projects.

Timing

End Of Life for grax-salesforce-embedded is June 30, 2024.

How do I get more information?

If you have questions or need more information, .

What's being done?

All GRAX Hosted applications will be moved from the *.secure.grax.io domain to the *.hosted.graxapp.com domain by August 31st, 2025. For example, https://example-name-01.secure.grax.io will become https://example-name-01.hosted.graxapp.com.

Why is this being done?

This change improves performance, reliability, and availability of GRAX Hosted applications. It reduces the risk of third-party outages affecting your GRAX service and improves our ability to prevent, respond to, and resolve service issues.

How does this impact me?

On August 31st, 2025, the *.secure.grax.io domain for GRAX Hosted applications will stop serving your application. The application will only be available at the new *.hosted.graxapp.com domain.

The GRAX Managed Package for Salesforce, any consumers of the GRAX API, and any end users who directly access the GRAX application will need to be updated to use the new domain names. The old domains will not be available after August 31st, 2025.

If your GRAX application currently is accessible at https://example-name-01.secure.grax.io, it will only be available at https://example-name-01.hosted.graxapp.com once moved.

How do I get more information?

If you have questions or need more information, .

Application

Added (Application)

• Sync a single record when fields have changed but system modified timestamp has not

• Backup metadata in an incremental format for storage reduction

• Delete tracking dashboard

• Activity data download field level security improvements

• Global search field filters, relationships and operator improvements

• Auto-purge safety improvements around live records

• Data Lake includes fields with Parquet type based on Salesforce schema

• Insights dashboard pilot

API

Added (API)

• Scalar API Docs generated from spec at

Removed (API)

• Postman API docs removed at

Application

Added (Application)

What's happening?

Starting February 1st, 2026 you will no longer be able to (re)connect the GRAX Integration user to Salesforce using Username, Password and Token credentials.

Why is this happening?

Application

Added (Application)

Incidents affecting multiple customers will be detailed below. This list will include security, availability, and product issues (if such events should occur). Public incident documentation will be retained for 90 days from the Start Date of each incident.

Application

Added (Application)

• Auto config custom domains

• Secure access for GRAX support

• Missing field permission tooling improvements

• Auto backup dashboard improvements

• Archive search templates

• Add Salesforce usage to settings panel

• Data Lake V2 GA

• Record counts API

• API docs improvements for search

• Custom domains for seeding and reconnection

• Filter activities based on user

• GRAX support access auto expiration

Application

Added (Application)

• Allow any user with GRAX_Console_Admin_User permission to reset a connection around sandbox refreshes

• Display org name and ID in banner to help differentiate production and sandbox environments

Added (Search)

• Improve date picker component

Retired (Application)

• Retiring full metadata backups in favor of optimized incremental metadata backups

Retired (Salesforce)

• Retiring the use of all Salesforce API versions prior to API v61

Managed Package

• Add To and From address in EmailMessage viewer header

GRAX is committed to providing our customers with visibility into past and upcoming feature retirements. We go through an extensive process to analyze each feature and the value it brings to the broader customer base. While we strive to be transparent into these factors, please don't hesitate to reach out to us to discuss further. We would love to understand your use case and talk about higher value alternatives.

For each item in the table below, you can click to better understand:

• Specific features being retired

• Rationale

• How this impacts you

• Recommended workaround

• Timing

What's being done?

GRAX retired Legacy Backup and Legacy Archive and ended support for these products on December 31, 2022.

GRAX backups are now accomplished through , and archives through . These officially supported solutions are now enjoyed by virtually all GRAX customers new and old and have proven themselves as the simplest, fastest, and safest way to backup and archive data.

On September 30, 2023, GRAX will "End Of Life" (EOL) the legacy products and begin to issue automatic updates that disable them. Auto Backup will be enabled automatically and Legacy Backup schedules will be ignored. Legacy Archive jobs will stop working until they are re-created as Auto Archive jobs.

Periodic notices will be sent to any customers on legacy products leading up to the EOL date and when the automatic updates go out.

Why is GRAX ending this feature?

Auto Backup and Auto Archive are the backup and archive solutions officially supported by GRAX.

To provide the best data safety guarantees to all customers, all usage of unsupported Legacy Backup and Legacy Archive must be migrated to the supported products.

The vast majority of all customers have already migrated. GRAX Support is proactively communicating and working with all remaining customers on the simple migration steps.

How does this impact me?

If you are in the vast majority of customers enjoying Auto Backup and Auto Archive, this does not affect you.

For customers that are using the unsupported legacy products, we recommend you follow the easy migration steps outlined in the Legacy Backup Retirement and Legacy Archive Retirement docs before Sept 30, 2023.

The EOL updates will not negatively impact your Salesforce data or GRAX backup data.

If Auto Backup is enabled automatically, it will continue to back up everything the Legacy Backup product was backing up. Additionally it will back up your entire Salesforce org with an hourly RPO (Recovery Point Objective), without configuration or selection of objects or schedule.

If Legacy Archive is disabled automatically, GRAX will stop deleting any Salesforce data until new Auto Archive jobs are configured.

What's the recommended workaround?

To avoid interruptions or issues with unsupported features, migrate to Auto Backup and Auto Archive as early as possible. For assistance, .

Timing

End Of Life for Legacy Backup and Legacy Archive is Sept. 30, 2023.

How do I get more information?

If you have questions or need more information, .

What's being done?

GRAX is retiring the GRAX API documentation hosted at apidocs.grax.io in favor of the newly available Scalar-powered GRAX API documentation at api.grax.com. The retired documentation will be removed on September 30, 2024.

What's happening?

GRAX is retiring the Data Lake v1 functionality in favor of the newer, faster, and safer .

• Effective immediately, all new GRAX applications will only have Data Lake v2 available by default