Loading...

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.

If the amount of data you need to restore is very large (millions of records), restores might take a long time because Salesforce APIs are used to insert and update the data. SOAP APIs allow 200 records at a time, and BULK APIs allow 10,000 records for each batch. By default, Commvault software uses the SOAP API interface for the restore. You can configure the software to use the BULK API interface. For more information, see Using the BULK API Interface for Salesforce Restores.

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.

    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.
  • The destination profile and users must match the source profile and users.
  • Verify that the objects exist on the destination organization.

Procedure

  1. You can perform a restore on the Apps page, or the job details page.
    • Cloud Apps page: From the navigation page, expand Solutions > Apps > Cloud Apps, 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 Select restore type page appears.

  2. Select Object level restore.

    The Backup content page appears.

  3. 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.
  4. 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.
  5. Click Restore.

    The Restore options dialog box appears.

  6. Select Salesforce.
  7. Provide the destination information:
    1. From the Restore from options, select whether to restore from the database or media.
    2. From the Destination client list, select the client where you performed the backup operation.
    3. In the Destination path box, type the path where the Commvault software stores the csv file before it merges it into the database.
    4. From the Database type list, select the type of database.
    5. From the Database host list, select the client that hosts the database.
    6. From the Database instance name list, select the database name.
    7. In the Database port box, type the port number that you use to connect to the database.
    8. In the User Name and Password boxes, type the credentials for a user who has owner permissions for the database.
    9. To have the Commvault software overwrite a table if the data is already in the database, select the Override if table exists check box.
    10. From the Restore Dependent Object list, select the dependent objects to include in the restore.
  8. Click Submit.

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

Last modified: 2/11/2019 4:47:50 PM