Settings

The GRAX Application interface offers a new, streamlined method of managing the configuration and behavior of your GRAX Application. 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 the GRAX Application is connected to, use the Salesforce panel in the GRAX settings tab. Here, you can view this information and click the update button to make any needed changes. You will also see your estimated storage usage within Salesforce and the number of total API requests made to Salesforce within the last 24 hours.

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 Application, 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 creation of local GRAX application users with independent credentials that do not require access to the connected Salesforce org. Local users should be created for team members who require access to the GRAX application but do not have Salesforce Org access, or to allow access to the GRAX application if the connected Salesforce Org is unavailable.

To create a local 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 user will receive an email prompting them to create a password, which, along with their email address, will be used to log into your GRAX Application 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.

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.