Performing Salesforce Record-level Restore Operations for File Systems

Updated

You can restore the selected records of a selected object to a file system or to a Salesforce instance. You can only restore records from the latest backup cycle.

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 you want to restore.

    The records for the selected object appear in a table.

  5. Optional: In the upper-right of the page, filter the records:

    • To filter by version, select the versions that you want to view.

      • To show the latest record version, select Show latest version.

      • To show the all versions of the records, select Show all versions.

      • To show the deleted records, select Show deleted records.

    • 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.

  6. Next to the records that you want to restore, select the check box.

  7. Click Restore.

    The Restore options dialog box appears.

  8. Next to Restore target, select File system.

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

  10. In the Destination path box, enter a path to restore the data to.

  11. 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.

SQL WHERE Clause Examples for Salesforce Restores