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Salesforce Restores in an MSP Environment

As part of your overall data protection planning, plan your Salesforce restore operations according to your requirements.

Record-level Restores

You can restore Salesforce records to the Salesforce cloud. When you perform a record-level restore, you can view all versions of a Salesforce object record.

If you have triggers or workflows that you can edit and the restore destination is a Salesforce instance, then you can have the Commvault software disable the workflows or triggers before the restore, and then activate them after the restore completes (Disable triggers and rules check box). Use this option to improve load performance and minimize errors.

Object-level Restores

You can restore Salesforce objects to the Salesforce cloud.

Salesforce Metadata Restores

You can restore Salesforce metadata to a file system or to the Salesforce cloud.

Seeding a Salesforce Sandbox

You can perform a restore to seed a Salesforce sandbox. Use a backup from your production or another sandbox to populate the data in a Salesforce sandbox.

Perform granular seeding by configuring rules that specify the object that you want to seed and the object records to use for the seeding. You can specify any of the following records:

  • All records
  • Records that are returned from a user-defined SQL query
  • Records that have been backed up in the last N number of days
  • The most recently backed up N records

Last modified: 1/16/2019 9:31:58 PM