Restoring Specific Fields from Salesforce Object Records

Updated

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

Procedure

  1. From the navigation pane, go to Protect > Applications > 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 object that contains the records.

    The records appear.

  5. To filter the records, in the upper-right area of the page, select one of the filters.

    You can use SQL queries in the advanced filters.

  6. Select the check boxes for the records that contain the fields.

  7. Click Restore.

  8. Beside Restore target, select Salesforce.

  9. Under Destination details, beside Destination organization, select the Salesforce organization to restore the data to.

  10. Under Options, from the Fields to restore list, select the specific fields that you want to restore.

  11. Choose additional restore options:

Options

Steps

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.

Include child objects to restore

  • From the Child objects to restore list, select All children or Immediate children only.

Disable triggers and rules

  • Select the Disable triggers and rules checkbox.

Apply data maskings

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

    Note: Data masking can be applied when a cross-instance restore is run and data masking policies are defined.

  1. Click Submit.

SQL WHERE Clause Examples for Salesforce Restores