Salesforce Installation

Let's get started by installing the GRAX package into a Salesforce environment.

Install Link

Please see the AppExchange listing for more details.

You can use these links to install or upgrade to the latest managed production and sandbox packages:

Security/Access Settings

When installing GRAX into a Salesforce environment, you should understand which users you are providing access and what that means.

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Note on Limits

You are installing a GRAX managed package into Salesforce that counts towards any org limits imposed by Salesforce.

Install for Admins Only

Specifies the following settings on the installing administrator’s profile and any profile with the "Customize Application" permission.

  1. Object permissions—“Read,” “Create,” “Edit,” “Delete,” “View All,” and “Modify All” enabled
  2. Field-level security—set to visible and editable for all fields
  3. Apex classes—enabled
  4. Visualforce pages—enabled
  5. App settings—enabled
  6. Tab settings— enabled for GRAX app
  7. Page layout settings—read only
  8. Record Type settings—read only
  9. After installation, if you have Enterprise, Performance, Unlimited, or Developer Edition, set the appropriate user and object permissions on custom profiles as needed.

Install for All Users

Specifies the following settings on all internal custom profiles.

  1. Object permissions—“Read,” “Create,” “Edit,” and “Delete” enabled
  2. Field-level security—set to visible and editable for all fields
  3. Apex classes—enabled
  4. Visualforce pages—enabled
  5. App settings—enabled
  6. Tab settings— enabled for GRAX app
  7. Page layout settings—read only
  8. Record Type settings—copied from administrator profile

Install for Specific Profiles

Enables you to choose the usage access for all custom profiles in your organization. You can set each profile to have full access or no access for the new package and all its components.

  1. Full Access—Specifies the following settings for each profile.
  2. Object permissions—“Read,” “Create,” “Edit,” “Delete,” “View All,” and “Modify All” enabled
  3. Field-level security—set to visible and editable for all fields
  4. Apex classes—enabled
  5. Visualforce pages—enabled
  6. App settings—enabled
  7. Tab settings— enabled for GRAX app
  8. Page layout settings—read only
  9. Record Type settings—read only

Custom Settings

Tips for Managing GRAX Custom Settings within the Salesforce Managed Package

Enable Auto Backup Custom Setting

The Enable Auto Backup custom setting, when set to TRUE, will do the following:

  • Redirects the Schedule tab to GRAX web app, which removes the ability to see legacy backup and archive jobs

BEFORE enabling this custom setting, you need to ensure that ALL of the following are true:

  • All legacy backup jobs have been deactivated
  • All legacy archive jobs have been deactivated
  • All archive jobs, that you want to continue to run, have been moved over to the webapp

Enable GRAX Next Generation Custom Setting

The Enable GRAX Next Generation custom setting, when set to TRUE, will do the following:

  • Redirects the Search tab to GRAX web app search
  • Redirects the Summary tab to GRAX web app executions tab
  • Hides the Summary History dropdown on an individual GSP action dropdown
  • Hides Datalake Delete tab
  • Hides Logs tab
  • Hides Setup subtab (GRAX>Configuration>Setup)
  • Hides Time Machine Trigger Template Code on GRAX>Configuration>Miscellaneous

Enabling Custom Settings

To enable a custom setting, follow the steps below:

  • Navigate to Salesforce Setup (cog icon)
  • Type Custom Settings in the 'Quick Find' search
  • Click Manage next to GRAX Settings
  • Click Edit
  • Click the checkbox next to the custom setting you wish to enable
  • Click Save