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Restoring Salesforce Data to Salesforce

You can restore to the Salesforce cloud as needed.

The data is restored to the Salesforce instance and the local 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

  1. Perform a Salesforce backup.
  2. Make sure that you have the following database information
    • The type of database
    • The client that hosts the database

      Note: The host must be one that you configured on the CommCell Console.

    • The database name
    • The credentials for a user that has read and write permissions for the database
  3. Determine the dependent objects to include in the restore.

    Use this choice as the Restore Dependent Object list selection. For more information, see Salesforce Restore Dependent Objects Options.

  4. To avoid errors, or to get faster results, disable the validation rules, Apex triggers, and workflows.
  5. Verify that you have enough data and file storage space on your destination Salesforce environment.
  6. The object metatdata for the backup must match the current object metadata.
  7. The destination profile and users must match the source profile and users.
  8. Verify that the objects exist.

Procedure

  1. You can perform a restore on the Apps page, or the job details page.
    • Apps page: From the navigation page, expand Solutions > Apps > Cloud Apps. Then, in the Restore column for the Salesforce app, click Restore.
    • Job details: From the navigation pane, expand Jobs > job ID, and then under Job summary, click Restore.

      The Restore or Select restore type page appears.

  2. If you have more than 1 instance for the app,then in the Restore dialog box, expand the instances, select the data that you want to restore, and then click Select Content.
  3. Select Object level restore.

    The Backup content page appears.

  4. Optional: 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.
  5. Optional: Select whether to show 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.
  6. 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.
  7. Click Restore.

    The Restore options dialog box appears.

  8. In the Restore target area, select Salesforce instance.
  9. From the Restore from area, select whether to restore from the database or media.
  10. In the Destination details area, 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.
  11. To additionally restore the data to a local database, in the Database details area, provide the destination information:
    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. In the Database name box, type the database name.
    4. In the Database port box, type the port number that you user to connect to the database.
    5. In the Username and Password boxes, type the credentials for a user that has read and write permissions for the database.
    6. Best Practice: Click Test Connection to verify that you can connect to the database.
    7. To have the Commvault software overwrite a table if the data is already in the database, select the Override if table exists check box.
  12. From the Restore Dependent Object list, select the dependent objects to include in the restore.
  13. To disable the Salesforce triggers and rules, select the Disable triggers and rules check box.
  14. Click Submit.

What to Do Next

You can control or view the job. For more information, see Jobs.

Last modified: 6/6/2018 9:48:45 PM