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            Restore Records with Salesforce Backup

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            Restore Records with Salesforce Backup

            The Salesforce Backup app can restore records from a backup for you. Use this method for most restoration jobs. Before you start, make sure that you have object-level permissions for the records that you want to restore.

            Required Editions

            User Permissions Needed
            To restore records on all objects: Read, Create, and Edit on each object
            To restore only existing records on objects: Edit on each object
            To restore only deleted records on object: Create on each object
            To restore files:

            Manage Users

            AND

            View Setup and Configuration
            Note
            Note Before you install the Salesforce Backup managed package, assign the appropriate field permissions to the integration user. Automated processes via the integration user require access to all supported fields. For more details, see Field Permissions.

            In addition to object-level permissions, you must meet all special access rules for each object that you add to your backup policy. For example, some objects are available only in specific products, when features within those products are enabled, or with product-specific permission sets. Review the Special Access Rules section of the object’s reference documentation page for all required licenses, permissions, and preferences.

            1. From the Restore & Export tab, in the Data Category field, select Restore Records.
            2. Select the object that you want to restore records on.
            3. Set your required record filters.
              You can narrow your restore job to records by change type and when they were modified or backed up. You can also filter by record ID or last user to modify the record.
              The Activity Date filter defaults to System ModStamp, but you can select Backup Date instead. System ModStamp refers to the date when a record was last modified or deleted. It applies only to data in backups. The Date Range filter applies to either System ModStamp or Backup Date.

              To find a specific version of a record, filter to the System ModStamp when that version existed. To find all versions of records captured by backups on a particular date, use Backup Date. For example, a contact is modified on January 5 at 9 AM, and the backup runs at 5 PM. Previously, the contact was modified and backed up on January 1. On January 6, it’s determined that the change was made in error and the contact must be reverted to the state prior to the erroneous version backed up on January 5. To locate this previous version, an admin user enters the date of the previous version’s System ModStamp, January 1, in the Activity Date filter.

              Optionally, you can apply advanced restore filters to your search. Advanced filters help return more targeted results, which can refine your restoration jobs and save you time. For more details, see Apply Advanced Restore Filters in Salesforce Backup.

            4. Click Show Backups.
            5. To compare a record version in Salesforce Backup with the record version stored in your org, on a record row, click Action menu, and then select Compare.
            6. Select the returned record versions that you want to restore. Work with record versions individually or in bulk.
              • Select which returned record versions that you want to restore, and click Next.
              • To restore all the latest versions of each returned record, click Bulk Actions, select Restore All Returned Records, and click Finish.
              The page refreshes with related objects and record version options.
            7. Select any related object that you want to add to your restore job.
              When lookup relationship fields share data across objects, related records are nested under parent records. Lookup fields are shown so that you see how restored data propagates across your implementation.
            8. Select the backup version that you want to restore updated and deleted objects to on each record.
              • Select backup versions on a record-by-record basis.
              • To bulk update all records of a specific change type, select a default action, and then click Apply Defaults.
            9. Click Restore, and confirm your selections.
              The Logs page lists restore and export job statuses.
            10. Optionally, export a restore report that maps the original record ID to the new record ID and lists any errors at the individual record level. From the Logs page, click Export, select Records with ID Mappings and Applicable Errors, and click Export.
            • Apply Advanced Restore Filters in Salesforce Backup
              Refine your search beyond the required filters and return a targeted set of records by selecting an object and setting filter conditions. You can process records that meet all conditions, any condition, or a custom arrangement of conditions.

            See Also

             
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