From backup to game changer: How GRAX is driving the AI revolution in service as a data lakehouse

How Salesforce Agentforce can be extended with Heroku and GRAX

GRAX is known to many as a powerful backup tool for Salesforce. But anyone who sees GRAX merely as a data backup tool is misjudging its true potential. In reality, it is a GRAX Data Lakehouse – and therefore the perfect breeding ground for a new generation of AI-based services. Especially in combination with IoT data and modern agent platforms such as Agentforce, a whole new dimension of service optimization unfolds.

GRAX as a data lakehouse: All Salesforce data centralized, historical and accessible

What makes GRAX special is that it not only saves regular snapshots of Salesforce data, but is also an incremental backup and structures the data in a searchable, historical data archive. This data is not only backed up, but can also be actively used for analyses, machine learning and AI-supported automation.

The result: a Salesforce-like data lakehouse that contains the full history of every interaction on a data set – ideal for AI applications that rely on accurate, time-based information.

More than CRM data: IoT meets service intelligence

logicline not only integrates Salesforce processes, but also brings IoT asset management into this lakehouse. Operating data from machines, sensor values and usage behavior flow into the same data pool. This creates a data-rich overall picture of the installed base – including technology, usage and service history in the digital machine file.

What this means: Predictive maintenance, smart service suggestions and automated fault analyses are no longer just a theoretical possibility, but can be implemented in practice.

Heroku as smart middleware between GRAX and Agentforce

Heroku can be used as an integration platform to make the data stored in GRAX efficiently and securely accessible to AI agents. It processes queries, filters relevant data records and transfers them to Agentforce in the optimal structure. The same can also be implemented for Azure or AWS.

As a partner of Heroku and GRAX, logicline offers a ready-to-use architecture for this integration – including operating model, security concept and agent design.

👉 You can find more technical background information on the Heroku integration with GRAX in the GRAX blog article

Agentforce + GRAX = the next level of service automation

Agentforce can be used to develop AI agents in Salesforce that rely on structured data. GRAX provides this structure and history – Agentforce uses it to realize intelligent conversations, recommendations and automations in service.

Example: A service agent can use GRAX data to recognize that a certain machine series has been reported more frequently in the last six months due to a valve problem. It then automatically generates a campaign for preventive service for similar customers.

logicline: Development partner for the intelligent service setup

As a GRAX partner, logicline not only establishes the connection between Salesforce, GRAX and IoT data, but also develops it:

  • MCP Server for GRAX to efficiently import and orchestrate data

  • Agents in Agentforce who access this data and initiate relevant service processes

  • Dashboards and cockpits to make data-based decisions and operate targeted service sales

Curious about how you can use GRAX, Heroku and Agentforce together?
logicline supports you as a certified partner in the design, integration and operation of your intelligent service platform. Request a consultation now!

Conclusion: The installed base as a source for new business models

With GRAX as a data lakehouse, IoT data and Agentforce, a platform is created that goes far beyond traditional CRM. It creates the basis for data-based services, automated recommendations and intelligent upselling.

logicline helps machine builders to build and actively use this infrastructure – to transform the installed base into a profitable, digital business model.

FAQs

What is the difference between GRAX as a backup tool and as a data lakehouse?

As a backup tool, GRAX only stores data versions. As a data lakehouse, on the other hand, it provides structured, searchable and historicized data that can be actively used for AI, analyses and automation.

GRAX archives all changes to Salesforce data. This seamless history is essential for AI agents that need to recognize time-based patterns, create forecasts or generate automated recommendations.

Heroku acts as middleware that processes GRAX data and forwards it to Agentforce with high performance. It ensures security, data filtering and flexible orchestration.

Heroku acts as middleware that processes GRAX data and forwards it to Agentforce with high performance. It ensures security, data filtering and flexible orchestration.

logicline is an implementation partner for GRAX, Heroku and Agentforce. This includes:

  • Establishment of GRAX as a data lakehouse
  • Connection of IoT data via MCP server
  • Development and training of AI agents in Agentforce
  • Designing secure, scalable architectures with Heroku

Rethinking service processes: greater efficiency with IoT, AI and self-service

Find out how logicline’s extensions for Salesforce – especially for manufacturers of plant and machinery – can revolutionize your service processes with IoT, AI and self-service solutions. Find out more now and fully exploit service potential!

20.07.2025

Other posts

iot-service-portal