Salesforce Classic

It is just as easy to get to GRAX from Salesforce Classic as it is from Lightning Connect. Simply by adding a button to any Salesforce page layout. This same 'button' process can be used in Salesforce Lighting Experience.

Add GRAX Button.pngAdd GRAX Button.png

Step 1: GRAX Tab & Click "GRAX Settings"

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Step 2: Copy the URL

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Step 3: Go to the Setup > Customize > (Object Name) > Buttons, Links, and Actions

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Step 4: Click "New Button or Link"

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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 relavent 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 is only the 15 digit ID vs 18 which will not work in GRAX.