Quick Start Guide for GRAX using Salesforce Managed Packages

The GRAX application is hosted outside of the Salesforce platform. We provide our customers with multiple ways to integrate GRAX with Salesforce to best fit their needs. This Quick Start Guide walks you through connecting GRAX to Salesforce using Salesforce AppExchange managed packages.

Prerequisites

1. An instance of the GRAX application connected to a storage bucket running on self-managed or GRAX-managed infrastructure

   Need help getting set up?

   Contact Support or the Trial Team for assistance.

2. A Salesforce account

   • You can use your existing Salesforce account or register here for a Salesforce Developer Edition account.
     
     • Check your inbox for an email verification request from Salesforce. Click "Verify Account" and change your password as instructed

Install GRAX into Salesforce using AppExchange

• GRAX Documentation Article for Reference
• Install GRAX in Production or Install GRAX in Sandbox
• Enter Salesforce login details
• Choose "Install for Admins Only"
• Click Install
  
• Approve Third-Party Access
  

Enable Required Permissions

• Enable the 'Create Audit Fields' permission see Salesforce help article for more information
  • Using QuickFind type: “user interface” and check the box as shown below.
    
  • Create permission sets
    • Open the Developer Console
      
    • Open Execute Anonymous Window
      
    • Copy Apex code from the GRAX documentation here:
      Apex Permissions code snippet from the GRAX Documentation
    • Paste Apex code and execute the code in the pop up
      
    • Close the console

Assign the User Permission Sets

• In Salesforce, navigate to: Users -> Users
• Click on the name / username of your account
  
• Scroll down
  
• Click "Edit Assignments"
  
• Select the Permission Sets “GRAX Admin”, “GRAX Configuration Admin”, and “GRAX INTEGRATION USER Permission. Then click "Add"
  
• Click "Save"
  

Enable OAuth

• Open a browser and enter the URL of your GRAX instance + "/web"
• Select your environment type (for existing Salesforce users this is typically "Sandbox," while for Developer Edition instances, choose "Production").
• Then click "Establish OAuth Connection to Salesforce"
  
• Enter your Salesforce username and password and log in
  
• Click "Allow"
  
  
• Click "Sign-in with Salesforce"
  
• Click "Allow"
  
• You should arrive at the main page of the GRAX application if successful:
  

Enter API Tokens from GRAX in Salesforce

• Launch GRAX App in Salesforce from the App Launcher icon
  
• Scroll down and click "Reveal" to show the API token information in GRAX
  
• Copy and Paste the API Token info from the GRAX in Salesforce and click "Save"
  

Configure Remote Site Setting

• Click "Add Remote Site Setting"
  
• The necessary information auto-populates. Click "Save"
  

Configure CSP Trusted Sites

• Copy your GRAX app URL
  
• Using QuickFind in Salesforce, enter "CSP" and click "CSP Trusted Sites"
• Paste the URL in the Trusted Site URL box and enter "GRAX" as the Trusted Site Name
  
  

Enable Auto Backup

• Click the drop-down and select "Backup Objects and Files"
  

You are all set. Your first auto backup is now running and backfilling.