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Restoring the Full Salesforce Sandbox

You can restore all of the organization data from production to a full Salesforce sandbox or from one sandbox to other sandbox. 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 upload to Salesforce. Cross organization restores are supported from full backups only.

Tip: To avoid errors, or to get faster results, disable the validation rules, Apex triggers, and workflows.

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
  • In Salesforce, create a destination Sandbox that contains the same metadata as your source organization. The Commvault software does not restore metadata as part of a Sandbox restore.

    For information about creating sandboxes, go to the Salesforce help site, Create a Sandbox.

  • Create a client for the destination organization.

    For more information, see Adding a Salesforce App.

  • Review Salesforce Objects Not Supported for Restores.
  • To regain space or to prevent duplicate records after the restore is complete, reset the destination organization.

    For instructions, see Deleting All Salesforce Data on the Destination Before A Restore.

  • Verify that you have enough free space (it must be the size of the data that you want to restore):
    • If you restore from media, then the free space must be available on the staging database.
    • If you restore from the database, then the free space must be available on the catalog database.
    • You must have enough data and file storage space on your destination Salesforce environment.
  • Verify that the destination profile and users match the source profile and users.
  • Verify that the objects exist on the destination organization.
  • If you want to mask sensitive data during the restore, configure data-masking policies. For more information, see Data Masking.
  • Verify that you have the following database information:
    • The type of database
    • The client that hosts the database. The host must be configured in the Commvault software.
    • 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

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: In the upper right of the page, select the backups that you want to view.
    • To use the most recent backup, click Show latest backups.
    • To use a backup from a specific date, click Show backups as of a specific date, select a date, and then select the backup.
    • To use a backup from a date range, click Show backups for a date range, select a date range, and then select the backup.
  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.

      Note: For a full sandbox restore, do not select individual files or objects.

  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. If you are restoring from media, in the Database details section, provide the destination information:

    Note: If you chose to restore from a database, the values in the Sync To Database parameters on the backup set are used.

    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:

    Note: The Parent objects to restore and Child objects to restore options are ignored because for a full sandbox restore, all objects are restored.

    • 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.

Related Topics

Last modified: 10/17/2019 7:05:15 PM