Salesforce Classic
It is just as easy to get to GRAX from Salesforce Classic as it's from Lightning Connect. Simply by adding a button to any Salesforce page layout. This same 'button' process can be used in Salesforce Lighting Experience.
Step 1: GRAX Tab & Click "GRAX Settings"
Step 2: Copy the URL
Step 3: Go to the Setup > Customize > (Object Name) > Buttons, Links, and Actions
Step 4: Click "New Button or Link"
Step 5: Paste the URL From Step 2
Set the 'Content Source' field to "URL," then enter the template URL below based on your use-case, substituting the relevant URL copied in step 2 above and the object name.
- View a record: Enter
https://[URLCOPIEDFROMSTEP2]/web/objects/[OBJECTNAME]/records/{!CASESAFEID([OBJECTNAME].Id)}/latest?autologin=true&
- Restore child records: Enter
https://[URLCOPIEDFROMSTEP2]/web/restore/record/[OBJECTNAME]/{!CASESAFEID([OBJECTNAME].Id)}/latest?autologin=true&
Be 100% sure to use the function "CASESAFEID" in classic as it's only the 15 digit ID vs 18 which won't work in GRAX.
Updated about 2 months ago