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Performing Salesforce Record-level Restore Operations

You can restore the selected records of a selected object to a file system or to a Salesforce instance. You can only restore records from the latest backup cycle. Data is restored from a local (sync) database.

If your Salesforce environment has the Persons Account feature, then make sure that you select the Account Object when you want to restore the Person account records. You must make this selection even when you have deleted the account record from the contacts. For more information about the person account feature, go to the Salesforce help site, Person Accounts.

Tip: To avoid errors or for faster results, disable the validation rules, Apex triggers, and workflows. For the same benefits for managed packages, uninstall the packages. (Managed packages cannot be disabled using APIs.)

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
  • If you want to mask sensitive data during the restore, configure data-masking policies. For more information, see Data Masking.

Procedure

  1. From the navigation pane, go to Protect > Applications > Cloud apps > Salesforce.

    The Apps page appears.

  2. In the Restore column, click Restore.
    • If multiple instances are backed up, the Restore dialog box appears.
    • If one instance is backed up, the Select restore type page appears.
  3. If multiple instances are backed up, expand the instances, select the data that you want to restore, and then click Select Content.

    The Select restore type page appears.

  4. Click Record level restore.

    The Backup content page appears.

  5. From the Object list, select the object that you want to restore.

    The records for the selected object appear in a table.

  6. Optional: In the upper-right of the page, filter the records:
    • To filter by version, select the versions that you want to view.
      • To show the latest record version, select Show latest version.
      • To show the all versions of the records, select Show all versions.
      • To show the deleted records, select Show deleted records.
    • To filter by SQL, click Advanced filter not set, and then select Set advanced filter.

      The Advanced filter dialog box appears.

      • In the box, type a valid SQL query, and then click OK.
  7. Next to the records that you want to restore, select the check box.
  8. Click Restore.

    The Restore options dialog box appears.

  9. Select the restore target.

    Restore target

    Steps

    Salesforce instance

    1. From the Destination server list, select the server that hosts the Salesforce destination instance.
    2. From the Destination instance list, select the Salesforce destination instance.

    File System

    • From the Destination server list, select the server that hosts the Salesforce destination instance.
  10. Under 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.
      • 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 exclude some child objects, select the Exclude children check box, and then in the Children to exclude box, select the child objects that you want to exclude.
    • 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.

    • To apply data masking, select the Apply masking on destination check box, and then from the Select data masking policy list, select the data-masking policy.

      Note: Data masking can be applied when a cross-instance restore is run and data masking policies are defined.

  11. Click Submit.

Related Topics

Last modified: 10/17/2019 7:24:33 PM