# Restoring Specific Fields from Salesforce Object Records

You can restore specific fields from selected object records to a Salesforce instance.

Note

You can restore only fields that are included in the most recent backup.

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.

- Review the objects that are not supported for restores.

- If you want to mask sensitive data during the restore, configure Data Masking.

- (Commvault software only) Verify that the Web Server can communicate with the sync database by opening the necessary default ports.

## 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. Click Record level restore.

   The Backup content page appears.

5. From the Object list (default option Organization), select the object that you want to restore.

   The records for the selected object appear.

6. To filter the records, in the upper-right area of the page, do the following:

   - To filter by version, select the versions that you want to view.

     - To show the latest record version, select Show latest version.

     - To show all versions of the records, select Show all versions.

     - To show the deleted records, select Show deleted records.

   - To apply custom field filters, click Advanced filter not set, and then click Configure field filters.

     The Advanced filter dialog box appears. Select the rules and conditions to filter the fields. See Configuring Rules and Rule Groups for a Salesforce Object.

     To filter by fields, click Add rule, and then do the following:

     1. From the Field list, select the field.

     2. From the Condition list, select the condition that you want to apply.

     3. Click the tick mark, and then click OK

7. To add additional fields to the view, click the columns button , and then select the fields.

8. To create a new view, do the following:

   1. On the upper-right of the page, click the gear icon .

   2. In the Save view as box, enter a name for the new view.

   3. Below Rules, add new rules to filter the data by.

   4. To set the new view as the default view, select the Set as default check box.

   5. Click Save.

9. Select the records that you want to restore.

10. Click Restore.

    The Restore options dialog box appears.

11. Beside Restore target, select Salesforce.

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

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

    - From the Fields to restore list, select the fields.

    - To include parent objects in the restore, move the Restore parent object records toggle to the right.

      Important

      Including parent objects has the following effects:

      - Data integrity is maintained. If parent objects are included and some parents do not exist or some parents have incorrect values, the restore still completes.

      - When objects such as User objects are updated, end users receive notifications, which might not be desirable.

    - To include dependent objects in the restore, move the Restore dependent object records toggle to the right and then select Immediate or All for Dependent object level.

      By default, the Commvault software selects all the dependent objects based on your selection for Dependent object level. From the Included dependent objects list, you can select the dependent objects that you want to include in restore.

    - 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 restore only changed and deleted records for a full object restore, select the Restore only changed and deleted records 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.

14. 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.

15. Click Run.

16. Click Confirm.

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