Embedded App

Accessing the GRAX Console from within Salesforce, without installing a managed package

Overview

The GRAX Embedded App allows you to access the GRAX user interface from within Salesforce, opening each page in a new browser tab. This allows for accessing the webapp user interface pages without having to bookmark the pages or remember the URL(s). This is sample code and should be reviewed and revised as needed prior to being deployed to your Salesforce environment.

The GRAX Embedded App can be found via the App Launcher in the top left of the Salesforce page, just under the main icon. Click the App Launcher, enter 'grax', then click GRAX Embedded under the Apps header.

Salesforce App LauncherSalesforce App Launcher

Tabs

The default GRAX Embedded app includes tabs for GRAX Setup, Accounts, Contacts, Opportunities, Cases, Reports, and GRAX Documentation. This set of tabs can be changed by your software development team.

Salesforce app home page for GRAX EmbeddedSalesforce app home page for GRAX Embedded

Buttons

The default home page includes six buttons:

Menu section from GRAX Embedded App home page showing the various default buttonsMenu section from GRAX Embedded App home page showing the various default buttons

  • Auto Backup Opens the Auto Backup page from the GRAX User Interface in a new browser tab. Details about Auto Backup can be viewed here.
  • GRAX Executions Opens the Executions page from the GRAX User Interface in a new browser tab.
  • GRAX Search Opens the Search page from the GRAX User Interface in a new browser tab. Details about Auto Backup can be viewed here.
  • GRAX Restore Opens the Restore page from the GRAX User Interface in a new browser tab. Details about Auto Backup can be viewed here.
  • GRAX Settings Opens the Settings page from the GRAX User Interface in a new browser tab. Details about Auto Backup can be viewed here.
  • Salesforce Settings Opens the GRAX Embedded Custom Settings page from Salesforce Setup in a new browser tab.

Documentation

GRAX documentation is kept up-to-date on the public documentation site. The default GRAX Embedded App home page displays the official documentation site.