TrustAPI Docs

Features

Second-Generation Managed Package

Demos and Training Always Available

If you are a current or prospective customer of GRAX and interested in the Managed Package, our team is always happy to provide demonstrations, training, and/or installation assistance. Just reach out to our Support team and they'll put you in touch with the right people.

These components are only available for the Lightning Experience on the Desktop. Salesforce Classic and mobile are not supported.

Related Records Component

The Related Records component is designed to make viewing records that are related to a live Salesforce record as easy as possible, regardless of whether they are also live in Salesforce, were deleted by a user, or archived by GRAX.

Related Records Component

This component is most valuable in Salesforce orgs that take advantage of GRAX's Archive features to keep the size and growth of their org under control. As you move more of your historical data out of Salesforce, it becomes increasingly important to be able to access that data in a user friendly way. With this component, users don't even need to leave the record page to:

  • See all cases ever opened for a customer, deleted or not

  • Review email threads related to deleted cases

  • Reread the notes on recurring tasks that were cleaned up years ago

  • ...and much more.

This component can be placed on record detail pages. It automatically searches for records matching the configured filters that are related to the record being viewed. For example, if the component is placed on an Account record page, the component will display records related to that account or its children. The set of fields returned can be configured in the component settings once added to a page.

Users can jump out into the standalone GRAX web application at will if their exploration becomes deep or complicated enough by clicking on the record hyperlinks.

Configuration

The following settings can be configured via the component properties within the Lightning App Builder:

Setting
Effect

Related Object

Controls the type of records that will be displayed.

Dataset Selection

Filters out records based on their deletion status.

Possible values are:

  • All (Live, Deleted, and Archived records)

  • Archived (Deleted by GRAX Archive)

  • Deleted (Deleted by any other means)

  • Archived or Deleted (Anything not Live)

Child Level

The level in the hierarchy under the root record that records should be retrieved from.

For example:

  • 1 means immediate children of the root record

  • 2 means grandchildren of the root record

  • 3 means children of grandchildren of the root record

Fields

A comma-separated list of Field API names to include in the output table. If no field exists for a provided name, that column will be blank in the resulting table.

Records Per Page

The number of records that will be displayed at once on the table. If more records than this exist, users can page through the results.

Override Title

Allows customization of the default page title which is usually based on the root object type.

Height

Sets the height of the component in the page.

Additional Configuration

A place to set optional, advanced configuration values that get passed to the GRAX application.

Record Versions Component

The Record Versions component is designed to make exploration of single-record history as easy as possible. This component can be placed on record detail pages. All backed up versions of the target record will be shown in the table, alongside a measure of how different each version is from the current state of the record.

Record Versions Component

Through use of the "Compare" functionality, users can see at a granular level what was changed in each version, what the old and new values were at each change, and even who made the change. Users can restore either an entire version of a record or cherry-pick specific fields from specific versions to restore.

Record Versions Comparison

Users can jump out into the standalone GRAX web application at will if their exploration becomes deep or complicated enough by clicking on the record name hyperlink.

Configuration

The following settings can be configured via the component properties within the Lightning App Builder:

Records Per Page

The number of records that will be displayed at once on the table. If more records than this exist, users can page through the results.

Override Title

Allows customization of the default page title which is usually based on the root object type.

Height

Sets the height of the component in the page.

Global Search Custom Tab

The Global Search Custom Tab is designed to let users search for data within GRAX using powerful filters and conditions without needing to leave the Salesforce platform. It offers parity with the normal Global Search experience in a form that will sit right alongside your other application tabs in Salesforce.

Global Search Custom Tab

Do you need something slightly different?

We're always looking for feedback on the user experience and feature set of our Lightning Web Components. If you have a specific use case that isn't covered by the components above, please open a support ticket to discuss your needs.

Permissions Model

The components included in the Managed Package are secured by the same permissions model that the normal GRAX application interface uses. To use the components, users must have one of the following permission sets:

  • GRAX Console Standard Permission

  • GRAX Console Seeding Permission

  • GRAX Console Purge Permission

  • GRAX Console Power Permission

  • GRAX Console Admin Permission

These permission sets are created by Auto Config when you connect your GRAX app for the first time.

Users will also need to self-authorize the GRAX connected app by opening the GRAX application in a separate tab the first time they log in. This can be avoided by an admin pre-authorizing the users via the Connected App settings.

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