Restoring Salesforce Files at the Object-level

Updated

You can restore Files from Salesforce, such as Attachments, Documents, and ContentVersions, at the object-level.

Before You Begin

  • Verify that the Salesforce user who performs the restores has the required permissions.

  • 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 Create a Sandbox on the Salesforce help site.

  • Add an app for the destination organization.

  • Review the objects that are not supported for restores.

  • Verify that you have enough free space (it must be at least the size of the data that you want to restore) for the data and file storage space on your destination Salesforce environment.

  • Verify that the profile, users (communityNickName), and RecordType are the same on the destination and the source.

  • Verify that the objects exist in the destination organization.

  • If you want to mask sensitive data during the restore, configure data-masking policies.

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. Select Object level restore.

    The Backup content page appears.

  4. In the upper-left area of the page, under Files, select the file objects, such as Attachments, Documents, and ContentVersions, that you want to restore.

  5. Click Restore.

    The Salesforce restore options dialog box appears.

  6. Under Destination details, from the Destination organization list, select the Salesforce destination.

  7. 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 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.