Restoring Salesforce Files at the Object-level

You can restore Files from Salesforce, such as Attachments, Documents, and ContentVersions, at the object-level.

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.

  For information about creating sandboxes, go to Create a Sandbox on the Salesforce help site.

• 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 in the destination organization.

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

Procedure

1. From the navigation pane, go to Protect > Salesforce.

   The Salesforce Overview page appears.

2. Go to the Organizations tab.

3. 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.

4. Select Object level restore.

   The Backup content page appears.

   Here you can download up to 1GB of information about the objects in CSV format. Select one or more objects, and then select Download.

5. In the left area of the page, under Files, select the file objects, such as Attachments, Documents, and ContentVersions, that you want to restore.

6. Click Restore.

   The Restore options dialog box appears.

7. Next to Restore target, select Salesforce.

8. In the Destination details section, from the Destination organization list, select the Salesforce organization.

9. In the Options section, set the restore options:

   • 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.

10. Click Run.

11. Click Confirm.