Restoring the Full Salesforce Sandbox


You can restore all of the organization data from production to a full Salesforce sandbox or from one sandbox to other sandbox. Cross organization restores are supported from full backups only.

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 Metallic software does not restore metadata as part of a sandbox restore.

  • 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 on the destination organization.

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


  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. Select the data that you want to restore.

    You can restore files and/or objects.

    Note: Because you are performing a full sandbox restore, do not select individual files or objects.

  5. Click Restore.

    The Salesforce restore options dialog box appears.

  6. For Restore target, select Salesforce.

  7. From the Destination organization list, select the organization to restore the data to.

  8. Under Options, set the restore options:

    Because you are performing a full sandbox restore, the Parent objects to restore and Child objects to restore options are ignored.

    • To disable the Salesforce triggers and rules, select the Disable triggers and rules check box.

      After the restore is complete, the workflows and triggers are automatically enabled.

    • To associate all records with the user account that performs the restore and to skip the user object in the restore, 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.

      You can apply data masking when a cross-instance restore is run and data masking policies are defined.

  9. Click Submit.

Salesforce Restore Dependent Objects Options