Deploying the GRAX Embedded Code

Deploying the open-source GRAX Embedded Code to your Salesforce org

Documentation & Help

Documenation SFDX, Scratch Orgs, and Development Best Practices

Install Tools

  1. Salesforce CLI
  2. Install GIT
  3. Github Signup

Deployment process

Step 1 : GRAX Backend

Before starting this process, make sure you have GRAX deployed, setup, and running in Self-Managed, AWS Marketplace, or GRAX Managed. If you need help setting up a backend you can email for a [email protected] or current customers [email protected].

Step 2 : GRAX UI for Salesforce

Below assumes you have knowledge of Salesforce Development, SFDX, and release procedures. If you need more information please refer to the links in the Documentation & Help section above.

  1. Open Terminal or Cmd Line

    Terminal windowTerminal window

  2. Update SFDX - Update and validate SFDX is installed properly.

    sfdx update
    

    Terminal window showing sfdx command submissionTerminal window showing sfdx command submission

  3. Navigate to your local directory of repositories

    Terminal window showing the navigation to the local repository directoryTerminal window showing the navigation to the local repository directory

  4. Clone Repo (needs screenshot)

    git clone https://github.com/graxinc/grax-salesforce-embedded.git
    

    Terminal window showing repo cloningTerminal window showing repo cloning

  5. Change to the directory of the newly cloned repository

    cd grax-salesforce-embedded
    

    Terminal window showing directory change to the grax-salesforce-embedded repoTerminal window showing directory change to the grax-salesforce-embedded repo

  6. Login to Salesforce

    sfdx auth:web:login -a GRAXDev -r https://test.salesforce.com
    

    Terminal window showing command to authenticate the terminal session through login to web portalTerminal window showing command to authenticate the terminal session through login to web portal

    You should see the Salesforce browser login page open, login with System Administrator user.

    General Salesforce login pageGeneral Salesforce login page

    You will see in the Terminal window that you are now authenticated to the Salesforce org.

    Terminal window showing successful authenticationTerminal window showing successful authentication

  7. Enable "Set Audit Fields upon Record Creation" and "Update Records with Inactive Owners" User Permissions
    If you do not do this pushing the permission sets will fail.

    sfdx force:org:open -u GRAXDev -p /lightning/setup/UserInterfaceUI/home
    

    GRAX Enable Audit FieldsGRAX Enable Audit Fields

  8. Pushing GRAX To Sandbox OR Scratch Org

    • Pushing to a Sandbox - Recommended for testing

      sfdx force:source:deploy -p force-app/main/default -u GRAXDev
      
    • Create & Push to Scratch Org - Please refer to how to utilize Salesforce Scratch Orgs

      sfdx force:org:create --definitionfile config/project-scratch-def.json --durationdays 30 --setalias GRAXDev -v DevHub
      sfdx force:user:password:generate -u GRAXDev
      sfdx force:source:push -u GRAXDev
      

Step 3 : Configure & Go

  1. GRAX Configuration Settings - Click "Manage" Button on GRAXConfiguration__c object

    sfdx force:org:open -u GRAXDev -p /lightning/setup/CustomSettings/home
    

    Salesforce Custom Settings Setup pageSalesforce Custom Settings Setup page

  2. Add CSP Trusted Site - Click "New Trusted Site"
    Name: GRAX
    Trusted Site URL: "https://grax-application-url.aws.azure.gcp.grax.com" (Sample)

    sfdx force:org:open -u GRAXDev -p /lightning/setup/SecurityCspTrustedSite/home
    

    GRAX CSPGRAX CSP

  3. Create User Permission Sets

  4. Assign User Permission Sets

    • Ensure "GRAX INTEGRATION USER Permission" permission set is assigned to the user GRAX is running as.

      sfdx force:org:open -u GRAXDev -p /lightning/setup/ManageUsers/home
      

      GRAX Permission SetsGRAX Permission Sets

    • Assign the appropriate GRAX permission set to other users to achieve your intended access levels.

  5. Ready to go - Auto Backup >> Enabled

    sfdx force:org:open -u GRAXDev -p /lightning/n/GRAXEmbedSetup
    

    Auto Backup OnAuto Backup On