Restoring Salesforce Data to Salesforce

Updated

You can restore to the Salesforce cloud.

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

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.

  • 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 the Salesforce help site, Create a Sandbox.

  • 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 the size of the data that you want to restore):

    • If you restore from media, then the free space must be available on the staging database.

    • If you restore from the database, then the free space must be available on the catalog database.

    • You must have enough 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 on the destination organization.

  • If you want to mask sensitive data during the restore, configure data-masking policies. For more information, see Data Masking.

  • 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

Procedure

  1. From the navigation pane, go to Protect > 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. 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 Salesforce restore options dialog box appears.

  7. Next to Restore target, select Salesforce.

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

  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, 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 restore empty and null values for a backup, select the Restore empty fields check box.

    • To restore only changed and deleted records for a full object restore, select the Restore only changed and deleted records check box.

    • To associate all restored records in the destination org with the logged-in user as the record owner (if a record owner does not exist in the destination org), select the Associate ownership to the logged-in user check box.

    • 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.