Restoring Salesforce Data to a Database


You can restore Salesforce data to a 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 can access your database from the Metallic infrastructure and are able to use a cloud database service (such as AWS RDS and Azure).

    If you are unable to open the connection to the database service from the Metallic infrastructure, contact Metallic support.

  • Verify that you have the following database information:

    • The type of database

    • The client that hosts the database. When you use a cloud database service, the endpoint URL includes the client host name.

    • 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.


  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 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. Choose 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.

  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.

  10. Click Submit.