Restoring Salesforce Data to a Database

Updated

You can restore Salesforce data to a local (on premises) database or to a cloud database. Restoring to a database is useful in the following situations:

  • Track Salesforce records for changes

  • Analyze the Salesforce data

Note: If you changed data during the full backup, then you might need to restore additional incremental jobs so that you minimize data inconsistencies.

Before You Begin

  • Verify that you have the following database information:

    • The type of database

    • The client that hosts the database. The access node is able to connect to the database instance using JDBC URL.

    • The database name

    • The credentials for a user who meets the following criteria:

      • Microsoft SQL Server: Owner permissions and if the database does not exist, has the dbcreator role

      • PostgreSQL: Super user permissions

  • Determine the child objects to include in the restore.

Procedure

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

    The Salesforce page appears.

  2. 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. Optional: To select a backup, from the Showing latest backup list, select one of the following options:

    • To show the latest backup, select Show Latest Backup.

    • To show a backup at a specific time, select Show backup as a of a specific date, and then type the date and time.

    • To show backups for a date range, select Show backup for a date range, and then specify the dates.

  5. Select the data that you want to restore:

    • To restore files, select the check box next to Files.

    • To restore objects, select the check box next to Objects.

    • To restore both files and objects, select both check boxes.

  6. Click Restore.

    The Restore options dialog box appears.

  7. In the Restore target area, click Database.

  8. Under Database details, provide the database information:

    1. From the Database type list, select the type of database.

    2. In the Database host box, type the client that hosts the database.

    3. In the Database name box, type the database name.

    4. In the Database port box, type the port number that you use to connect to the database.

    5. In the User name and Password boxes, type the credentials for a user who has permissions for the database.

    6. To verify that you can connect to the database, click Test Connection.

    7. Chose which versions to restore:

      • To restore only the latest version of the record, select the Restore only latest version check box.

      • To restore all versions of a record and the CV_ModStamp and sf_deletedDate columns, clear the Restore only latest version check box.

        For more information about the Restore only latest version check box, see Database Options.

  9. 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, restore operations will complete.

      • When objects such as User objects are updated, end users will receive notifications, which may 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.

  10. Click Submit.