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 Commvault Cloud 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 Commvault Cloud infrastructure, contact Commvault Cloud 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.

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 check box next to Objects that you want to restore.
Click Restore.

The Restore options dialog box appears.
Next to Restore target, select Database.
In the Database details section, provide the database information:
1. From the Database type list, select the type of database. For example, SQLSERVER or POSTGRESQL.
2. In the Database host box, type the client that hosts the database.
3. In the Database name box, type the name of the database.
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.
In the Options section, do the following:
- To include parent objects in the restore, move the Restore parent object records toggle to the right.
- 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 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. Restoring all versions of a record is useful in the following scenarios:
  - If the database configured at the backup set level is corrupt.
  - You need to perform a record-level restore from a previous backup cycle. Restore the database, and then configure the instance and backup set to use the restored database.
Click Run.
Click Confirm.