GRAX Documentation

The GRAX Documentation Hub

Welcome to the GRAX Documentation hub. You'll find comprehensive guides and walkthroughs to help you start working with GRAX as quickly as possible, as well as support if you get stuck. Let's jump right in!

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Data Agility Best Practices

Introduction

Before implementing GRAX, it is critical to understand data best practices and ensure your organization is properly equipped to get the most out of the solution. While it is very straightforward to install and set up GRAX, understanding which features can interact with your data directly will impact how your organization decides to put the processes in place for ensuring data agility.

Use the information here as a starting point for data best practices across GRAX Backup, Archive, and Restore.

Backup

  • GRAX Object Backup(s) functionality does not involve any inherent modifications to your existing Salesforce data.
  • The only data impact will be the creation of new custom object records that can be used for granular auditing and tracking. Note these are temporary and will be cleaned out from the system after the GRAX process completes to prevent build-up of Salesforce data storage.

Archive

  • GRAX archive processes involve just a few clicks to set up, but your Salesforce Admin and team will need to prepare the environment and ensure all considerations are taken into account.
  • Unlike backing up data, archives involve modifying data in your Salesforce org (deletes) which can have unintended consequences if the necessary preparation and validation is not done.
  • GRAX simply leverages standard Salesforce deletions, but depending on the way your schema is constructed, there are several rules and cascading impacts that can affect your data.
  • Use this detailed archive best practice guide to help you put in place the validation plan that is right for your organization

Restore

  • Restoring data via GRAX is incredibly easy to do with a few clicks, but your Salesforce Admin and team will need to prepare the environment and ensure all considerations are taken into account.
  • Unlike backing up data, restore involve modifying data in your Salesforce org (inserts/updates) which can have unintended consequences if the necessary preparation and validation is not done.
  • GRAX simply leverages standard Salesforce inserts and updates, but depending on the way your schema is constructed, there are several rules and cascading impacts that can affect your data.
  • Use this detailed restore best practice guide to help you put in place the validation plan that is right for your organization