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 Commvault Cloud 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.
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.
-
Select Object level restore.
The Backup content page appears.
-
Optional: To select a backup, do the following:
-
To show the latest backup, select Show latest backup.
-
To show a backup at a specific time, select Show backup as of a specific date, and then select the date and time.
-
To show backups for a date range, select Show backup for a date range, and then specify From time and To time.
-
-
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 Files and Objects.
Note
For a full sandbox restore, do not select individual files or objects.
-
-
Click Restore.
The Restore options dialog box appears.
-
Next to Restore target, select Salesforce.
-
In the Destination details section, from the Destination organization list, select the Salesforce destination.
-
In the Options section, set the restore options:
Note
The Restore parent object records and Restore dependent object records options are ignored because for a full sandbox restore, all objects are restored.
- 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 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 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.