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Restoring Salesforce Data to Salesforce

You can restore to the Salesforce cloud. Data can be restored from a local (sync) database or from media. When data is restored from media, the data is restored to a staging database, and then the data is uploaded to Salesforce. After the data is uploaded to Salesforce, all data is removed from the staging database, so do not select the local (sync) database to be the staging database.

Note: If you changed data during the full backup, then you might need to restore additional incremental jobs so that you minimize data inconsistencies.

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.

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

    The Backup content page appears.

  5. Optional: To select a backup, from the Showing latest backup list, select one of the following options:
    • To show the latest backup, select Show Latest Backup.
    • To show a backup at a specific time, select Show backup as a of a specific date, and then type the date and time.
    • To show backups for a date range, select Show backup for a date range, and then specify the dates.
  6. Optional: To show or hide the deleted objects and files, from the Hiding deleted object/file list, select one of the following options:
    • To see the deleted objects and files, click Show deleted objects/files.
    • To hide the deleted objects and files, click Hide deleted objects/files.
  7. Select the data that you want to restore:
    • To restore files, select the check box next to Files.
    • To restore objects, select the check box next to Objects.
    • To restore both files and objects, select both check boxes.
  8. Click Restore.

    The Salesforce restore options dialog box appears.

  9. Next to Restore target, select Salesforce instance.
  10. Next to Restore from, select whether to restore from the database or media.
  11. In the Destination details section, provide the destination information:
    1. From the Destination server list, select the server that hosts the Salesforce destination instance.
    2. From the Destination instance list, select the Salesforce instance.
  12. In the Database details section, 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.

      1. From the Database type list, select the type of database.
      2. From the Database host list, select the client that hosts the database.
      3. If the database type is SQL Server, in the Server instance name box, type the SQL server instance name.
      4. In the Database name box, type the database name.
      5. In the Database port box, type the port number that you use to connect to the database.
      6. In the Username and Password boxes, type the credentials for a user who has permissions for the database.
      7. Best Practice: Click Test Connection to verify that you can connect to the database.
      8. To have the Commvault software overwrite a table if the data is already in the database, select the Override if table exists check box.
  13. 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.

  14. Click Submit.

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Last modified: 1/30/2020 10:02:46 PM