Performing Salesforce Record-level Restore Operations

You can restore the selected records of a selected object to a Salesforce instance. You can only restore records from the latest backup cycle.

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 policies.

Procedure

From the navigation pane, go to Protect > Salesforce.

The Salesforce Overview page appears.
Go to the Organizations tab.
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 (default option Organization), select the object that you want to restore.

The records for the selected object appear.

Here you can download up to 1GB of Salesforce data in CSV format. Select one or more object records and then click Download.
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 show the latest version of records, select Show latest version.
  - To show all versions of the records, select Show all versions.
  - To show the deleted records, select Show deleted records.
- To apply custom field filters, click Advanced filter not set, and then click Configure field filters.
  
  The Advanced filter dialog box appears. Select the rules and conditions to filter the fields. See Configuring Rules and Rule Groups for a Salesforce Object.
  
  To filter by fields, click Add rule, and then do the following:
  1. From the Field list, select the field.
  2. From the Condition list, select the condition that you want to apply.
  3. In the Value box, enter a value.
  4. Click the tick mark, and then click OK.
To add additional fields to the view, click the columns button , and then select the fields.
To create a new view, do the following:
1. On the upper-right of the page, click the gear icon .
2. In the Save view as box, enter a name for the new view.
3. Below Rules, add new rules to filter the data by.
4. To set the new view as the default view, select the Set as default check box.
5. Click Save.
Select the records that you want to restore.
Click Restore.

The Restore options dialog box appears.
In the Destination details section, from the Destination organization list, select the Salesforce organization.
In the Options section, set the restore options:
- From the Fields to restore list, select the fields.
- To include parent objects in the restore, move the Restore parent object records toggle to the right.
  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 dependent objects in the restore, move the Restore dependent object records toggle to the right and then select Immediate or All for Dependent object level.
  
  By default, the Commvault Cloud software selects all the dependent objects based on your selection for Dependent object level. From the Included dependent objects list, you can select the dependent objects that you want to include in restore.
- To map the records between Salesforce organizations in case of out-of-place restores, click Edit Field Mappings. The Field mappings window appears. To add a new field mapping, click Add object and then specify the Object name and Field API name. For information on field mappings, see Field Mappings for Salesforce Restores.
- 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, move the the Apply masking on destination toggle to the right, and then from the 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.
Click Run.
Click Confirm.