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Restore Salesforce Data with Precision
Identify and correct unwanted changes in your SaaS data using precision repair. Run a data compare job, review the results, and select specific tables or objects to repair. By pinpointing only specific records, you maintain data integrity without disrupting your Salesforce environment.
Note Smart Object Compare is limited to objects with 4 million records or less.
Run a Data Compare Job in Salesforce
- Select a service.
- Select the two backups that you wish to compare and run the compare job.
- Once the job completes, navigate to the compare job in the Jobs tab.
- Select the compare job.
- Review the Smart Object Compare Report table.
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Select the object to precision repair.
Note Not all objects are supported for precision repair.The Compare view opens.
On the Compare View summary line the object name and the two backups compared are displayed.
Note If you see a differentiation in the number of changed records written in your Backup History list, and after running a compare job, this is because Own does not omit the data for the records with a null byte character. - Click download to download a CSV zip file of records you selected. Depending on your selection, 1 CSV file of added, 1 CSV file of deleted, and 2 CSV files of changed records (old and new) will download to your local device.
Filter Records in Salesforce
- In the Compare View, click the filter icon.
- Click + Add filter.
- Select the relevant record from the drop-down list.
- Select one of the arguments from the drop-down list.
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Enter the relevant data in the data field or you can copy and paste data.
Alternatively, click on the three dots on the relevant field and select copy and paste the data in the field.
- If required, Click Add OR and repeat to add more records.
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Click Filter.
The filter is applied and the icon turns blue.
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Hover over any changed fields to view the New value and the Previous value.
Note After applying a filter on the records, when you click download, a CSV zip file downloads only containing the records you selected to filter.
Add Records to the Restore Bucket in Salesforce
Once you have filtered all the required records, add them to the restore bucket.
- Select the records to Restore, and click Add to Restore Bucket.
- Navigate to the Restore Bucket tab. The Restore Bucket tab turns blue and the number of records to be restored is displayed.
Remove Records from the Restore Bucket in Salesforce
If you want to remove any records from the Restore Bucket, prior to completing the Precision Repair Process:
- Navigate to the Restore Bucket tab.
- Select the records from the bucket to remove.
- Click Remove from Bucket.
Restore Records with Precision in Salesforce
- Navigate to the Restore Bucket tab.
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Click Preview Restore.
The preview restore pop-up opens.
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Click Preview Restore.
Note If you restore only one record, continue to Step 6.The restore process begins and the job is added to the Jobs tab.
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Once the Compare & pre-process of the data is complete, the restore process pauses,
and you are presented with additional on-screen instructions. Select the I have adapted my
destination environment for this job checkbox when you are ready, then click Resume Job.
The confirmation message is displayed.
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Click OK.
The restore job continues with the restore process.
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Once restore is complete, the Restore completed page is displayed. You will also receive a
confirmation email that the restore job is completed. The status and progress of the job can
be accessed by clicking on the hyperlink in the email.
Note For all the child objects you will need to download the individual CSV, manipulate the change, upload the CSV, and then resume the job.
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