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
- From the navigation pane, go to Protect > Applications > Cloud apps > Salesforce.
The Apps page appears.
- 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.
- 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.
- Select Object level restore.
The Backup content page appears.
- 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.
- 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.
- 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.
- Click Restore.
The Salesforce restore options dialog box appears.
- Next to Restore target, select Salesforce instance.
- Next to Restore from, select whether to restore from the database or media.
- In the Destination details section, provide the destination information:
- From the Destination server list, select the server that hosts the Salesforce destination instance.
- From the Destination instance list, select the Salesforce instance.
- 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.
- From the Database type list, select the type of database.
- From the Database host list, select the client that hosts the database.
- If the database type is SQL Server, in the Server instance name box, type the SQL server instance name.
- In the Database name box, type the database name.
- In the Database port box, type the port number that you use to connect to the database.
- In the Username and Password boxes, type the credentials for a user who has permissions for the database.
- Best Practice: Click Test Connection to verify that you can connect to the database.
- To have the Commvault software overwrite a table if the data is already in the database, select the Override if table exists check box.
- 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.
- To disable the Salesforce triggers and rules, select the Disable triggers and rules check box.
- Click Submit.
Related Topics
Last modified: 10/17/2019 7:05:15 PM