Restoring Salesforce Data to Salesforce

You can restore to the Salesforce cloud.

If your Salesforce environment has the Person Accounts feature, then to restore Person Accounts records, you must select the Account Object, even if you deleted the account record from the contacts. For more information, go to "Person Accounts" on the Salesforce help site.

To maintain data integrity, all parent records are automatically restored for the objects that are part of the restore. You can exclude parent records, but if some parents do not exist or if some parents have incorrect values, the restore operation will not complete. To exclude parent records, on the access node, set the sIncludeParent additional setting.

Restore Options

Restore from the database when you want to restore the Salesforce data from a database that is synchronized to the Salesforce cloud. When you use this option, you must set the Sync to Database option on the subclient that you use for the backup.

When you restore from media, you must specify a SQL Server and database. The Commvault software creates the database if the database does not exist. The database is used to performs the following operations:

1. Importing the data into the database

2. Amalgamating the Salesforce data

3. Verifying the versioning information

After the validation is complete, the software exports the Salesforce data from the database, and then transfers it to the Salesforce cloud.

Before You Begin

• Verify that the Salesforce user who performs the restores has the following permissions:

  • A System Administrator profile or an equivalent profile

  • Read/write/modify access to the objects involved

• Verify that you have the following database information:

  • The type of database

  • The client that hosts the database. The access node is able to connect to the database instance using JDBC URL.

  • The database name

  • The credentials for a user who meets the following criteria:

    • Microsoft SQL Server: Owner permissions and if the database does not exist, has the dbcreator role

    • PostgreSQL: Super user permissions

• Determine the child objects to include in the restore.To avoid errors, or to get faster results, disable the validation rules, Apex triggers, and workflows.

• Verify that you have enough data and file storage space on your destination Salesforce environment.

• The object metadata for the backup must match the current object metadata.

• The destination profile and users must match the source profile and users.

• Verify that the objects exist on the destination organization.

Procedure

1. From the CommCell Browser, expand Client Computers > client > Cloud Apps > instance.

2. Right-click the subclient, and then click Browse and Restore.

3. On the Browse and Restore Options dialog box, select Latest Backup, and then click View Content.

4. Select the data that you want to restore and click Recover All Selected.

   Note

   To restore files (for example, attachments) to Salesforce, select the objects from both the File view and the Object view.

   The Restore Options dialog box appears.

5. On the General tab, provide the following information:

   1. Select the Salesforce Instance check box.

   2. From the Restore From options, select whether to restore from the database or media.

   3. From the Destination Client list, select the client where you performed the backup operation.

   4. In the Destination Path box, type the path where Commvault stores the csv file before it merges it into the database.

   5. Provide the database information:

      • If you chose to restore from a local (sync) database, the values from the Sync To Database parameters on the backup set are used.

      • If you chose to restore from media, enter the information for the staging database:

        Important

        Do not use the local (sync) database as the staging database. After the restore is complete, all data is removed from the staging database.

        In the Database Type list, select the type of database.

        In the Database Host list, select the client that hosts the database.

        In the Database Name list, select the database name.

        In the Database Port box, type the port number that you use to connect to the database.

        In the User Name and Password boxes, type the credentials for a user who has permissions for the database.

   6. If you chose to restore from media, to have the Commvault software overwrite a table if the data is already in the database, select the Override if table exists check box.

   7. Under Salesforce Options, set the restore options:

      • To include parent objects in the restore, from the Parent objects to restore list, select All parents.

        Important

        Including parent objects has the following effects: Data integrity is maintained. If parent objects are included and some parents do not exist or some parents have incorrect values, restore operations will complete. However, when objects such as User objects are updated, end users will receive notifications, which may not be desirable.

      • To include child objects in the restore, from the Child objects to restore list, select the child objects.

      • To disable the Salesforce triggers and rules, select the Disable Triggers and Rules check box.

        After the restore is complete, the workflows and triggers are automatically enabled.

6. On the Job Initiation tab, specify whether to run the restore now or if it will be scheduled.

   If you selected Schedule, set up the schedule. For information on configuring a restore schedule, see Schedule Restore.

7. Click OK.

Related Topics

• To monitor the progress of the restore job, see Job Controller.

• To troubleshoot errors that occur during a restore operation, see Troubleshooting Salesforce Restore Operations.