> CommCell Console > Backup and Restore Agents > Cloud Apps > Salesforce > Salesforce Restores

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.

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 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. The Commvault software does not restore metadata as part of a Sandbox restore.

    For information about creating sandboxes, go to the Salesforce help site, Create a Sandbox.

  • Create a client for the destination organization.

    For instructions, see Creating a Salesforce Pseudo-Client.

  • Review Salesforce Objects That Are 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.

  • Verify that the destination profile and users match the source profile and users.

  • Verify that the objects exist on the destination organization.

  • 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 CommCell Browser, expand Client Computers > client > Cloud Apps > instance.

  2. Right-click the subclient and click Browse and Restore.

  3. On the Browse and Restore Options dialog box, select Latest Backup and then click View Content.

  4. Select the data that you want to restore and click Recover All Selected.

    Note

    To restore files (for example, attachments) to Salesforce, select the objects from both the File view and the Object view.

    The Restore Options dialog box appears.

  5. On the General tab, provide the destination information.

    1. Select the Salesforce Instance check box.

    2. From the Restore From options, select whether to restore from the database or media.

    3. From the Destination Client list, select the client that you created for the destination organization.

    4. In the Destination Path box, type the path where the Commvault stores the csv file before it merges it into the database.

    5. If you chose the option to restore from media, specify the following information:

      If you chose the option to restore from the database, the software uses the values that you specified for the Sync To Database parameters.

      • From the Database Type list, select the type of database.

      • From the Database Host list, select the client that hosts the database.

      • From the Database Name list, select the database name.

      • In the Database Port box, type the port number that you use to connect to the database.

      • In the User Name and Password boxes, type the credentials for a user who has permissions for the database.

    6. If you chose the option to restore from media, to have the Commvault software overwrite a table if the data is already in the database, select the Override if table exists check box.

    7. Under Salesforce Options, set the restore options:

      • To include parent objects in the restore, from the Parent objects to restore list, select All parents.

        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, restore operations will complete. However, when objects such as User objects are updated, end users will receive notifications, which may not be desirable.

      • To include child objects in the restore, from the Child objects to restore list, select the child objects.

      • To disable the Salesforce triggers and rules, select the Disable Triggers and Rules check box.

        After the restore is complete, the workflows and triggers are automatically enabled.

  6. On the Job Initiation tab, specify whether to run the restore now or if it will be scheduled.

    If you selected Schedule, set up the schedule. For information on configuring a restore schedule, see Schedule Restore.

  7. Click OK.

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