You can restore specific fields from selected object records to a Salesforce instance.
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.
Review the objects that are not supported for restores.
If you want to mask sensitive data during the restore, configure Data Masking.
Procedure
From the navigation pane, go to Protect > Salesforce.
The Salesforce page appears.
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.
Click Record level restore.
The Backup content page appears.
From the Object list, select the object that contains the records.
The records appear.
To filter the records, in the upper-right area of the page, do the following:
To filter by version, select the versions that you want to view.
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.
To filter by fields, click + Add filter, and then do the following:
The Filters dialog box appears.
From the Filter by list, select the filter that you want to use.
From the Condition list, select the condition that you want to apply to the filter.
Beside the condition, enter a value.
To add additional rules to filter by, click Add Rule.
Click Apply Filters.
Select the records to restore, and then click Restore.
The Restore options dialog box appears.
Under Destination details, from the Destination organization list, select the Salesforce destination.
Under Options, from the Fields to restore list, select the specific fields that you want to restore.
Choose additional restore options:
Options
Steps
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.
Include child objects to restore
From the Child objects to restore list, select All children or Immediate children only.
Disable triggers and rules
Select the Disable triggers and rules check box.
Restore empty fields
Select the Restore empty fields check box.
Restore only changed and deleted records
Select the Restore only changed and deleted records check box.
Apply data maskings
Select the Apply masking on destination check box, and then from the Select data masking policy list, select the data masking policy.
Note: Data masking can be applied when a cross-instance restore is run and data masking policies are defined.
Click Submit.