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  • Record Overview
  • Action Buttons
  • Versions
  • Hierarchy Graph
  • Fields

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  1. Reuse Data
  2. Data Replication

Viewing Records

Last updated 2 days ago

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You can access a GRAX record view page by selecting a record ID from a job execution summary, search results, or an object record list, or by using the in-app search bar. Upon navigating to the record view page, the interface will typically display the following layout:

The object name and record name are displayed at the top left of the page, followed by version information (if applicable) and audit field data. On the top right, users will find options to download record information and access a menu containing additional actions.

Record Overview

The overview section offers a quick glance at all key information regarding the record. You'll typically see the following information:

  • Id - this is the standard 18 digit Salesforce record identifier

  • Name - this is the standard Salesforce Name field (if applicable)

  • Created - this is the standard Salesforce CreatedDate field

  • Modified - this is the standard Salesforce LastModifiedDate field

  • Deleted At - this is a GRAX system field that shows when GRAX captured a record as archived or deleted (if applicable)

  • Status - this will show if the record is live, deleted or archived

When we use the term archived for a record, it means the record was removed from Salesforce via a GRAX Archive job. You would see the GRAX system field Delete Source on the record as grax.

When we use the term deleted for a record, it means the record was removed/deleted from Salesforce by a non-GRAX actor. You would see the GRAX system field Delete Source on the record as salesforce.

Action Buttons

In the upper right corner of this page, there are three vertical dots which expand to provide some action buttons. These include:

  • View in Salesforce - If the record in GRAX is believed to be live (not tracked as archived/deleted), there will be a View in Salesforce button, which takes you to the record in the linked Salesforce org. Note that the availability of this button is based on the most recent version of that record captured in GRAX.

  • Sync Record - This will sync the most recent updates; this can be used if updates are made in between the standard sync times and the change needs to be reflected immediately.

  • Archive - If the record is live, this will bring you to the Archive job setup page to start an archive job for this record.

  • Restore/Restore Children - If the record is tracked as archived/deleted, the page has a Restore button that launches the restoration flow.

  • Seed - The record can be seeded into a sandbox and this will start the configuration process for that action.

  • Lock - This will lock the record in GRAX, preventing it from being Purged.

Versions

You will see how many versions of the record have been replicated, and you can navigate through all captured versions of this record. The full lifecycle of this record is tracked here, including when a record was archived and if it ever was restored. Restoring a record generates a brand new Salesforce ID, but GRAX captures that and links it back to the "original" record to keep a full lineage.

You can view the data by navigating to each version within the record detail page, or by clicking the number of versions which will show a list of all versions and an option to compare the fields that have been changed in each one.

Hierarchy Graph

Here you can see all the relationships beneath this record in the Salesforce hierarchy. You can click on any node to view the full set of related records and further click into one of those child records if desired.

Fields

This component is beneath the hierarchy graph and displays all fields replicated for this record and for the particular version you are viewing. You can use the Filter Fields input box to easily filter down to fields that you may be looking for in a long list. This filter looks across field labels and API names (but won't search the field values).

Additionally, reference/lookup field are hyperlinked. You can click to be taken to the reference field's record view page, assuming it exists in GRAX.

The fields shown here respect Salesforce field-level security. Specifically, users log into GRAX via Salesforce Single Sign-On. Thus, that user's profile (or permission sets) must grant at least view access to the field for it to display here. Currently, GRAX doesn't make an exception for "View all Data" permissions in Salesforce.

Delete Source - this is a GRAX system field that shows whether the delete source was via GRAX archive job or manual Salesforce delete picked up via (if applicable)

Delete Tracking
Record View Page
Record Versions List
Record Versions Comparison
Hierarchy Graph
GRAX Data Replication for Salesforce — Record Versions List