You can restore specific fields from selected object records, as opposed to restoring all fields on selected object records.
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.
Verify that the Web Server can communicate with the sync database by opening the necessary default ports.
Procedure
From the navigation pane, go to Protect > Salesforce.
The Salesforce page appears.
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.
Click Record level restore.
The Backup content page appears.
From the Object list, select the object that contains the records.
The records appear.
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.
From the Filter by list, select the filter that you want to use.
From the Condition list, select the condition that you want to apply to the filter.
Beside the condition, enter a value.
To add additional rules to filter by, click Add Rule.
Click Apply Filters.
Select the check boxes for the records that contain the fields.
Click Restore.
Beside Restore target, select Salesforce.
Under Destination details, beside Destination organization, select the Salesforce organization to restore the data to.
Under Options, from the Fields to restore list, select the specific fields that you want to restore.
Choose additional restore options:
Options | Steps |
---|---|
Include parent objects in the restore |
|
Include child objects to restore |
|
Disable triggers and rules |
|
Restore empty fields |
|
Restore only changed and deleted records |
|
Apply data maskings |
|
Click Submit.