Overview
In Salesforce environments, disaster recovery or data restoration may require rebuilding the organization from scratch, including restoring all data from backups. These situations can arise due to data loss, accidental deletion of records, custom objects, or even custom metadata.
The Druva App provides a robust solution to address these challenges effectively.
This document outlines the recommended steps to perform a Full Org Restore operation, enabling administrators to recover and restore their Salesforce organization easily and precisely.
Metadata Restore (Optional)
Metadata components such as Custom Objects, Picklists, User Profiles, and others are essential for successful data restoration. Any required metadata missing in the target organization could result in errors or failures during the restoration process.
If you notice any missing metadata components in your target org, follow the steps below to address them. Otherwise, proceed to the next step.
Navigate to the Data Backup tab.
Select the project from the Project dropdown.
Choose the backup definition from the Backup Definition dropdown.
Click on the Metadata tab.
Select the backup snapshot from the Snapshot date picker.
Wait for the Metadata Backup Extract Files task to complete.
From Metadata Types, select the missing metadata Type, for example in the below screenshot we are looking for custom object under Objects.
Search for and select the object you want to restore.
Initiate the restore process.
Verify that the Metadata Restore task has been completed successfully.
📝 Note
Some of the Metada Types may not be supported over API by Salesforce. In such cases, you may download those metadata components locally and then manually upload them to your target org if needed.
Metadata Restore is NOT available under Data Seeding Operations.
Full org restore
To restore all data from one Salesforce org to another, follow these steps:
Navigate to the Restore & Seeding tab.
Click on the New Template dropdown and select Data Restore.
Choose the project from the Project dropdown.
Enter a Template Name.
Select the Backup Definition from the dropdown.
Select the Backup Snapshot from the Backup Job dropdown.
Select the Destination Org from the dropdown.
Click Save.
On the Restore Template Details page, select Query-based Selection.
Click Add Multiple Queries.
Move all Available Objects to Selected Objects.
Check Include All Records.
Uncheck Include Related Parent Records.
Set Include Related Child Records to None.
Click Save.
Click Run & Execute Queries.
Wait for the Include Records By Query-Based task to complete.
Click Show Template Summary to review records included in the template.
Click Start Data Restore and confirm by clicking OK to initiate full org restore.
Wait for the Data Copy task to complete.
Full Org Seeding
📝 Note
Since Metadata Seeding is not supported, ensure that the required metadata components from the Source Org are present in the Target Org, to avoid any errors during the Data seeding jobs.
To copy all data from one Salesforce org to another, follow these steps:
Navigate to the Restore & Seeding tab.
Click on the New Template dropdown and select Data Seeding.
Choose the project from the Project dropdown.
Enter a Template Name.
Select the Source Org from the dropdown.
Select the Destination Org from the dropdown.
Click Save.
On the Seeding Template Details page, select Query-based Selection.
Click Add Multiple Queries.
Move all Available Objects to Selected Objects.
Check Include All Records.
Uncheck Include Related Parent Records.
Set Include Related Child Records to None.
Click Save.
Click Run & Execute Queries.
Wait for the Include Records By Query-Based task to complete.
Click Show Template Summary to review records included in the template.
Click Start Data Seeding and confirm by clicking OK to initiate full org seeding.
Wait for the Data Copy task to complete.
📝 Note
As a best practice, to minimize the risk of unexpected errors from Salesforce, it’s recommended to select objects in batches rather than triggering them all at once. Start with the most critical objects, such as Accounts, Cases, and Contacts, and then gradually proceed to the remaining ones step by step.