Restoring Salesforce Files at the Record-Level

Updated

You can restore Files from Salesforce, such as Attachments, Documents, and ContentVersions, at the record-level. You can restore only records from the most recent backup cycle.

Before You Begin

Procedure

  1. From the navigation pane, go to Protect > Salesforce.

    The Salesforce page appears.

  2. 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.

  3. Click Record level restore.

    The Backup content page appears.

  4. From the Object list, select the file object, such as Attachments, Documents, and ContentVersions, that you want to restore.

    The records for the selected object appear in a table.

  5. 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 filter by SQL, click Advanced filter not set, and then select Set advanced filter.

      The Advanced filter dialog box appears.

      • In the box, type a valid SQL query, and then click OK.

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

      The Filters dialog box appears.

      1. From the Filter by list, select the filter that you want to use.

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

      3. Beside the condition, enter a value.

      4. To add additional rules to filter by, click Add Rule.

      5. Click Apply Filters.

  6. Select the records to restore, and then click Restore.

    The Restore options dialog box appears.

  7. For Restore target, select the location to restore the records to:

Location to restore to

Steps

Salesforce

  • Under Destination details, from the Destination organization list, select the Salesforce location.

File system

  1. Under Destination details, from the Destination server list, select the server to restore the data to.

  2. In the Destination path box, enter the path to restore the data to.

  1. Under 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, the restore still completes.

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

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

    • To exclude some child objects, select the Exclude children check box, and then in the Children to exclude box, select the child objects that you want to exclude.

    • 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 restore empty and null values for a backup, select the Restore empty fields check box.

    • To restore only changed and deleted records for a full object restore, select the Restore only changed and deleted records check box.

    • 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, select the Apply masking on destination check box, and then from the Select 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.

  1. Click Submit.