Record Viewer

Viewing Backed Up Data and Relationships

There are many ways to navigate to a GRAX record view page. You may have clicked on a record from an execution summary, search results, or restore job summary. However you arrive at the record view, you'll typically see all the following pieces of information:

GRAX Numbered Record Viewer PageGRAX Numbered Record Viewer Page

Let's take a look at each component on the page individually:

1. Record Title

The record title will typically have an object icon along with the object name + the record name. As you may know, most (but not all) Salesforce objects have a standard Name field. If the object has this Name field you will see it in the record title. Otherwise, you will see the record's Salesforce Id.

Record Title And Audit FieldsRecord Title And Audit Fields

2. Action Buttons

You may see different action buttons depending on the status of the record in question.

  • If the record within GRAX is believed to be live (i.e. not tracked as archived or deleted), you will see a View in Salesforce button. This will take you to the record in the linked Salesforce org. The important thing to do know is that the availability of this button is based on the most recent version of information captured within GRAX for that record.
  • If the record within GRAX is tracked as being archived or deleted, you will see a Restore button that will launch the restore flow.

Archived vs. Deleted

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, but this record existed in GRAX and the Delete Tracking job was able to track this delete event and flag the record as deleted within GRAX. You would see the GRAX system field Delete Source on the record as salesforce.

3. Restore Alert

The current version of a record you're looking at may be outdated. For example, you may be looking at the archived version of a record, but it was restored in a future version. You'll see an alert if that was the case, with a link to the restored version.

4. Version Browser

Here 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. Even though restoring a record generates a brand new Salesforce id, GRAX captures that and links it back to the "original" record to keep a full lineage.

Record Versions PopoutRecord Versions Popout

Fields Changed

The Fields changed metric represents the number of fields that GRAX calculates as having a different value from the live version of this Salesforce record. It can give you a general idea of how much this record has changed since its original backup.

5. Field Overview

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

  • Object
  • Id
  • Name - this is the standard Salesforce Name field, if it exists
  • Created Date - this is the standard Salesforce CreatedDate field)
  • Last Modified Date - 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
  • 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 Delete Tracking

6. 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 records if desired.

Hierarchy GraphHierarchy Graph

Explore the contents of the entire Salesforce hierarchy for the record.

Hierarchy Records ListHierarchy Records List

Navigate to any related record by clicking on a node in the hierarchy graph.

7. All Fields

This component will display all fields backed up 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 will look across field labels and API names (but will not search the field values).

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

Field-Level Security

The fields shown here will 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 does not make an exception for "View all Data" permissions in Salesforce.

Files

If you are viewing an Attachment or ContentVersion record page, you will see an additional Files component with buttons to either preview or download the file.

Files Graph BreakdownFiles Graph Breakdown