- Restore Overview
- Restoring Objects and Records
- Restore FAQ
Salesforce restore is available for a select set of objects. Users may restore the entire object or just a selection of records from that object. Restores are processed through the Salesforce BULK API. Restores do not maintain referential integrity; rather it automates the steps a customer would go through using Dataloader.
What Objects Can we Restore:
- Backupify Cannot Restore Custom Objects at this time
Salesforce restore is currently available for Professional and Enterprise customers only.
2. Restoring Objects and Records
To initiate an object restore, the first step is to locate the object to restore. From the administrative dashboard, click on View All Objects.
From the object list, click on Details for the item you want to restore.
From the Object Details page, you can view current and previous versions. Click on View Previous Versions to expand the list. You can restore data from any of the versions, either in full or only for select records. You will also be able to download the most current or any previous versions of the object, which is necessary for restoring only select records. Click on Restore to access the restore screen.
Once you select the version you want and click restore you will see the restore options for that object.
You will need to select which instance you want to restore to. Note, the instances are clearly marked as either Production or Sandbox.
Once you have selected the instance to restore to, you will need to select whether you want to Create new records or Update existing records.
If you choose to update existing records, please note, record ID’s must be the same between instances in order to update existing records. You must create a full sandbox from your Salesforce instance in order for ID's to match. This can be done in Salesforce from Setup, Data Managements, Sandboxes, New Sandbox. Select Full to create the full sandbox instance.
You have the option to do a Full object restore or Selected records restore.
If you select full object restore, click the Restore button and your restore will be enqueued.
If you select to restore individual records, you will first need to download the CSV file for that object and then follow the directions on the screen.
Click the Restore button and your restore will be enqueued. Once completed, you will receive an email that the restore results have completed. Additionally, you can check the Bulk Data Load page in the Monitoring section of your account setup settings in Salesforce.
3. Restore FAQ
How many records can be restored at once?
At this time, 10,000 records can be restored at once. If the object is larger than 10,000 records, record restore will need to be used to restore this object.
Can I update or create new records?
For either record or object restore, the user can choose to either update the existing records or to create new records with the data from the backed up object.
How quickly will my restore be processed?
The restore request is processed asynchronously, but there shouldn’t be an extended delay. You will receive an email when Salesforce has begun processing the job.
How can I see if my restore was successful?
Within the Salesforce interface, a user can see the success or failure of a restore job by going to Setup > Monitoring > Bulk Data Load Jobs.
How is API usage restricted for restores?
Current implementation uses very few API calls, but if the user has already hit the Backup API limit for the day or the Salesforce API daily limit, the restore job will fail, and must be manually kicked off again the following day to complete.
How can I restore objects back to Salesforce that Backupify does not support?
We offer one-click restore for Account, Contact, Lead, Solution, Case, Contract, Campaign, Opportunity, Product2, Pricebook2.
For all other objects, you would first need to download or export the data from your backup. Once you have the correct version of the data, you can use Salesforce itself or a third-party tool to import the data into your Salesforce instance. Salesforce offers import tools in their UI, as well as a Windows application called Apex Data Loader. Third-party tools also exist to help you load/merge/restore data into Salesforce.