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            Manage Metadata Restore in Salesforce

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            Manage Metadata Restore in Salesforce

            Restore Salesforce metadata to recover from data loss and corruption by reverting changes to metadata objects. Restore deleted or corrupted metadata components such as reports, layouts, and workflows.

            • Restore and Confirm Metadata for Salesforce Using Visual Studio Code
              Use Visual Studio (VS) Code to restore metadata and recover changes in your Salesforce environment. Efficiently run a metadata compare job to identify added, changed, or removed metadata records. View and select changes, copy code, and deploy it back to your Salesforce org.
            • Restore Metadata Using Workbench
              Restore Salesforce metadata objects to minimize disruptions and ensure business operations continue smoothly. Compare metadata changes to easily deploy specific objects that have been deleted or corrupted, avoiding the cost and complexity of a full organizational restore.
            • SQL Where Clause for Salesforce Data Recovery
              Use SQL where clauses during recovery, repair, and restore processes to filter and select specific records. SQL where clauses give you precise control over which data is restored or repaired.
            • Working with Formula Fields for Salesforce
              Formula fields in Salesforce are read-only, so Own Data Platform captures the formula's logic as part of the metadata backup. And then, restoring or replicating records automatically recreates the formula's result upon data insertion.

            Restore Metadata for Salesforce

            The Own application backs up your metadata objects via the metadata API.

            The Metadata Restore tool is used to restore specific metadata objects from a previous snapshot (or revert changes that took place between two snapshots).

            The Own application supports the following objects:

            • Apex Class
            • Assignment Rules
            • Custom Labels
            • Dashboards
            • Email Templates
            • Flows
            • Layouts
            • Permission Set Groups
            • Permission Sets
            • Profiles
            • Report Types
            • Reports
            • Workflow
            1. When metadata loss occurs in a production service or instance, Own recommends the following best practices:
              1. Perform a Repair data loss to a sandbox or sub-prod instance.
              2. Verify that the restored metadata is complete and correct.
              3. Perform a Repair data loss to the affected production service or instance.
            2. You can only perform a Repair data loss on the same service.
              1. From the Objects drop-down select the objects lost metadata you want to restore.

                We recommend using Workbench for objects that are backed up, but not available in the pick list. Workbench is free to use, but is not an official Salesforce product

              2. From the Objects level depth slider select how many levels deep is the metadata you want to restore. The default is three levels deep.

                A depth greater than six may increase the processing time of the restore task.

            3. In the Backups field:
              1. From the Correct drop down select a backup previous to the metadata loss to restore from.
              2. From the Damaged drop down select a backup suspected to have incurred metadata loss to restore to.
            4. Click Preview Restore.
              You are redirected to the open Jobs tab, where a comparison between the Correct backup and the Damaged backup identifies lost metadata.

            Refer to Review Restore Preview and Launching the Restore for details about the following:

            • The restore job's initial processing results.
            • Filtering these results (identifying lost metadata, if any) and executing an Update Preview.
            • Required administrative actions that you must perform before proceeding with the actual metadata restore.

            Review the Restore Preview and Launch the Restore Job

            In the open Jobs tab, once comparison processing completes, the Restore Pre-Process finished page provides you with the following:

            1. The impacted objects from the selected objects , the number of records <n> identified to have lost and or corrupted data that need to be restored. The objects data is available for you to review. Click <n> to download a .csv file containing this data.
            2. Click the gear icon to filter the record data to be restored:

              Restore using the automatically generated .csv file containing the unfiltered identified record data: This is the default.

              Filter using an edited .csv file:

              1. Click CSV to download the unfiltered .csv file containing the unfiltered identified record data.
              2. Edit and save the .csv content locally.
              3. Click Choose file to upload a .csv file containing filtered (edited) record data.
              4. Click Update Preview to generate the updated results.

              Filter the Repair data loss identified record data using an SQL where statement.

            3. Warning
              Warning When editing the identified record data, you can delete records and or modify values. You cannot add records. When deleting records, make sure to delete the entire row that you do not want to restore, rather than simply clearing the values from the cells. Save the edited file in .csv format and UTF-8 encoding.
              In the dialog, click Save to keep option modifications.

              Restore ignores missing values in the .csv file.

            4. The required administrative actions that you must first perform, in order to start the actual data restore. Click the information icon for instructions.
            5. Select the checkbox I have adapted my destination environment for this job.
            6. Click Start Restore.
              The confirmation message displays.
            7. Click OK.
              The restore begins.

              When the restore job completes, the Jobs tab > Restore completed page of the restore job (Job ID #nnnnn) displays. The page provides you with a summary of the restore and the following links:

              • Download combined logs (CSV file)
              • Download all logs (ZIP file)
              • Review bulk update logs
              • Show previous steps - an ordered list of the job's processing steps and the required administrative actions

              An email confirmation of the job's completion is sent. To monitor the job's status click the link in the email.

            Retry Restore Job

            1. After a Repair data loss or a Repair data corruption to Salesforce, it will complete with resulting errors. For example, Salesforce validation rule or Apex code errors. Review the Bulk Insert and Update Logs to better understand the cause of these errors.
            2. After reviewing the errors and adjusting your environment to eliminate the causes, you can retry the restore job from the Restore completed. To initiate a retry of the restore job, click Retry Job, which is located at the bottom right of the page. Retry processing re-executes the restore job as originally initiated.
              Important
              Important Records successfully inserted by the original restore job are skipped; these records are not updated and no duplicate records are created.
             
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