Overview
The capability to restore data quickly is critical to any business. A few examples requiring restoring archived Salesforce data with minimal impact on day-to-day business operations:
An inactive lead or customer has become active again
Regulatory requirement
You can select records or metadata from a snapshot and restore them to the same or different Salesforce organization. You can also perform a direct restore of records from a snapshot.
Data Restore Workflow
The following workflows are available for enhanced data restoration.
Quickly restore records without creating a restore template
Preview records and create a restore template to restore
Bulk restore using a restore template
When restoring records, the Salesforce App provides the capability to restore all levels of parent-child relationships and orphan records. For more information, see Understanding Object Relationships.
Use cases for each option
See the following table for some use cases along with the recommended option.
Use Case | Restore without using a template | Restore using an archival template | Bulk Restore using Archival Restore restore template |
Quickly restore a few records | |||
Restore records with advanced configuration | |||
Restore a large amount of data |
If you need to restore a few records quickly, the easiest way is to select the records and click Restore.
đNOTE
This method works with only one object at a time.
Procedure
On the Salesforce App Console, click Data Archiver.
Select an Archival Set.
Navigate to the Archival Content to see the archived records.
Select the objects that you want to restore. You can use the following filters to locate the desired objects:
Search Objects: Use this option to search for objects by name
Where Clause: Use this option to filter using a where clause of SOQL.
Click Restore. The Restore wizard opens.
đ Note
The quick restore initiates a one-time restore task directly. No template is created in the background. For more information, see Restore using a restore template.
đĄ Tip
You can use the Where clause filter only for the indexed fields.
Complete the three-step Restore wizard as described below.
Step 1: Basic Configuration
See the following table for the available fields and descriptions.
Field | Description |
Project | The project name associated with the selected Archival Set. This field is pre-populated and read-only. For more information, see Configure Archiver. |
Archival Set (Restoring From) | The archival set from which records will be restored. This field is pre-populated and read-only. |
Destination Organization | Select the target organization where you want the records to be restored. The destination organization can be different from the source organization. |
Include Parent | Enable this toggle to restore the parent records of the selected objects. For more information, see Understanding Object Relationships. |
Select a Child Level | This dropdown lets you control the level of child objects that you want to restore. You can select all, none, or any specific level.
For more information, see Understanding Object Relationships. |
Additional Settings | Configure the following options as needed:
|
Maximum automatic retries of Data Restore | If the data restoration records fail in the first attempt, the application will retry those failed records again. Enter the number of retries before the application completes the restore task. |
Click Next to Process to Step 2.
Step 2: Restore Settings (Optional)
Configure advanced restore options using the left navigation panel. All settings on this step are optional.
Section | Description |
Record Selection | Filter which records to restore using a where clause, record limit, and parent/child relationship options. |
External ID | Map external ID fields between source and destination organizations. |
Exclude Objects | Specify objects to exclude from the restore. |
Exclude Fields | Specify fields to exclude from the restore. |
Data Translations | Apply field-level transformations during restore. |
Validations | Control validation rule behavior during restore. |
Junction Objects | Manage junction object handling for many-to-many relationships. |
Batch Size | Set the batch size for processing records. |
Click Next to proceed to Step 3.
Step 3: Preview
Review the restore configuration summary before submitting:
Basic Configuration â source organization, destination organization, and archival set.
Selected Items â a table listing each object with its Parent Included and Child Level Included settings.
Restore Settings Applied â lists any settings configured in Step 2, or "None" if skipped.
Additional Settings â the additional settings enabled in Step 1.
Maximum automatic retries â the retry count configured in Step 1.
Click Restore to submit the archival restore task. The restore process begins for the selected records.
Click Create to navigate to create restore template screen. The information that you entered here will be used to populate the fields.
For more information on restore template, see Bulk Restore Using Archival Restore restore template.
Monitor Archival Restore
You can view the progress of a restore activity using one of the following options from the Salesforce App console:
Floating Tasks pane at the bottom-right of the page
Navigate to Tasks and view details about the pending restore job.
For more information about the Tasks page from the navigation bar, see Managing Tasks.
Also, as a Cloud Administrator, you can view data restore details available through a report. For more information about the generated report, see Salesforce Data Archival and Restore Report.