# Restoring Salesforce Objects to Salesforce

You can restore to the Salesforce cloud.

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 Person Accounts feature, then to restore Person Accounts records, you must select the Account Object, even if you deleted the account record from the contacts. For more information, go to "Person Accounts" on the Salesforce help site.

Tip

Due to the complexity and nature of Salesforce, some objects and records might not restore successfully. Issues that can block records from being restored include API limitations, data integrity, complexity in hierarchical relationships, and automation processes that utilize triggers, flows, and rules. To avoid errors or for faster results, disable the validation rules, Apex triggers, flows, and workflows. For the same benefits for managed packages, uninstall the packages. (Managed packages cannot be disabled using APIs.)

## Before You Begin

- Verify that the Salesforce user who performs the restores has the required permissions.

- 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 Create a Sandbox on the Salesforce help site.

- Add an app for the destination organization.

- Review the objects that are not supported for restores.

- 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 profile, users (communityNickName), and RecordType are the same on the destination and the source.

- Verify that the objects exist on the destination organization.

- If you want to mask sensitive data during the restore, configure data-masking policies.

- (Commvault software only) Verify that you have the following database information:

  - The type of database

  - The client that hosts the database. The access node is able to connect to the database instance using JDBC URL.

  - 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 Command Center navigation pane, go to Protect > Salesforce.

   The Salesforce Overview page appears.

2. Go to the Organizations tab.

3. For the organization that contains the data that you want to restore, click the action button , and then click Restore.

   The Select restore type page appears.

4. Select Object level restore.

   The Backup content page appears.

5. Optional: To select a backup, do the following:

   - To show the latest backup, select Show latest backup.

   - To show a backup at a specific time, select Show backup as of a specific date, and then select the date and time.

   - To show backups for a date range, select Show backup for a date range, and then specify From time and To time.

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 Files and Objects.

7. Click Restore.

   The Restore options dialog box appears.

8. Next to Restore target, select Salesforce.

9. In the Destination details section, from the Destination organization list, select the Salesforce destination.

10. In the Options section, set the restore options:

    - To map the records between Salesforce organizations in case of out-of-place restores, click Edit Field Mappings. The Field mappings window appears. To add a new field mapping, click Add object and then specify the Object name and Field API name. For information on field mappings, see Field Mappings for Salesforce Restores.

    - To disable the Salesforce triggers, flows, workflows, and rules only for the restore, select the Disable triggers and rules check box.

      After the restore completes, the flows, workflows, and triggers are automatically enabled.

    - To overwrite non-null field values with the null or empty field values from the backup, select the Restore empty fields check box.

      For example:

      - Backup record: `{id: "abc", name__c: null}`

      - Salesforce record: `{id: "abc", name__c: "custom_name"}`

      - Salesforce record after the restore: `{id: "abc", name__c: null}`

    - To filter specific records to restore by configuring rules and conditions, enable the Configure filters toggle key. This option is available only if one object is selected for restore. For information about configuring filters, see Configuring Rules and Rule Groups for a Salesforce Object.

    - To associate all restored records in the destination org with the logged-in user as the record owner (if a record owner does not exist in the destination org), select the Associate ownership to the logged-in user check box.

    - To apply data masking, move the Apply masking on destination toggle to the right, and then from the Data masking policy list, select the data-masking policy.

      Note

      You can apply data masking when you run a cross-instance restore and data masking policies are defined.

11. Click Preview to simulate the restore operation and review related objects and dependencies.

    The Commvault software starts a preview job. For more information, see Preview Salesforce objects and records before restore.

12. Click Run.

13. Click Confirm.

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