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Discover Data

AvePoint Cloud Backup for Salesforce® offers global full-text search, enabling precise and comprehensive data discovery to effectively find and restore exactly what you need. You can enter the keywords in record ID, record name, or field value to run a global full-text search of your backup or archive data. Note that the results of the discover job will only be available for 30 days.

Discover Backup Data

To discover backup records, complete the following steps:

  1. Click Discover in the left navigation.

  2. On the Discover page, use the properties to search for the backup records. Refer to the steps below:

    1. In the Keywords field, enter keywords from the record ID, record name, or field value.

    2. From the Organization dropdown list, select the Salesforce organization to search from.

    3. In the Data source field, select Backup.

    4. Click the Calendar button in the Recovery Point field to select a recovery point. We will search the data from the beginning of the last full backup job to the recovery point.

    5. Turn on/off the toggle to define whether to add *Feed and *Share objects to the Object dropdown list. If you select to search from *Feed and *Share objects, the discover job may take a long time.

    6. From the Object drop-down list, select the objects you want to search from.

      After selecting the objects, you can click Advanced field-level filter to select specific fields for each object to search for keywords and then click Save. By default, the search includes all fields for each object.

  3. Click Discover to start the discover process.

  4. After the discover job has started, you can go to the job monitor to track the progress. After the job is finished, you can click the Job ID link to view the discovery results and take actions to the discovered records. For details, refer to Job Monitor.

Discover Archive Data

To discover archive records, complete the following steps:

  1. Click Discover in the left navigation.

  2. On the Discover page, use the properties to search for the archive records. Refer to the steps below:

    1. In the Keywords field, enter keywords from the record ID, record name, or field value.

    2. From the Organization dropdown list, select the Salesforce organization to search from.

    3. In the Data source field, select Archive.

    4. In the Last modified date range field, specify the date range to search for records that were modified within that period.

    5. In the Created date range field, specify the date range to search for records that were created within that period.

    6. From the Object drop-down list, select the objects you want to search from.

    7. After selecting the objects, you can click Advanced field-level filter to select specific fields for each object to search for keywords and then click Save. By default, the search includes all fields for each object.

  3. Click Discover to start the discover process.

  4. After the discover job has started, you can go to the job monitor to track the progress. After the job is finished, you can click the Job ID link to view the discovery results and take actions to the discovered records. For details, refer to Job Monitor.