#Restore an Organization

You can restore an organization to the desired condition by designating the backup job of a specific moment that you want to restore. The organization restore is only available to the user groups that have the Restore organization permission. For a comprehensive solution for Salesforce to assist you to perform the full restore of your organizations, refer to Salesforce Full Restore Best Practices.

Organization level restores are unavailable for the trial subscription. To restore all data in an organization, you can contact AvePoint support for assistance.

You can choose one of the following ways to restore all records in an organization:

Note that the Restore Organization job (especially out-of-place restore) may be time-consuming.

#In Place Restore

To restore an organization backup to the original organization, complete the following steps:

1. Click Restore in the left navigation.

2. On the Restore page, click the Restore button next to an organization that you want to restore.

3. Select the Restore data tile and select Organization from the Level drop-down list.

4. Click Next to configure the data scope.

5. In the Recovery point field, select the time from which you want to restore the data and click Apply.

6. Click Next to configure the restore settings.

7. In the Configure restore settings step, configure the following settings:

   • Where do you want to restore the data? – Select the Restore the data to the original organization option.

     In the Select a default user for restoring records that belong to deactivated users text box, enter a keyword of usernames to load valid users and select a default user.

     Note that the default user must have the Modify All Data permission to the specific objects.

   • Do you want to skip restoring the *Share records? – Select if you want to skip restoring the *Share (e.g. AccountShare; CaseShare) records.

     *Share records are related to the main records only for recording the relationships between records and the shared users. Normally, users cannot view these records in Salesforce. If you are facing data loss, want to restore the data as soon as possible, and do not care about the sharing relationships, you can skip restoring these records to save your restore time

   • How would you like to handle conflicts of restoring existing records? – Select Do not overwrite if you would like to keep the current record when a conflict occurs; select Overwrite if you would like to keep the backup record.

   • Deactivate related triggers, flows, workflow rules, and processes during therestore – Turn on/off the toggle to define if you want to deactivate related triggers, flows, workflow rules, and processes during the restore. They will be activated when the restore job is completed.

   • Deactivate related validation rules during the restore – Turn on/off the toggle to define if you want to deactivate related validation rules during the restore. They will be activated when the restore job is completed.

   • Restore audit fields – Turn on/off the toggle to define if you want to restore audit fields, including CreateById and CreatedDate fields. If you select to restore, Cloud Backup for Salesforce® will restore the fields based on the backup values. If not, the created by user will be the user that has connected the Salesforce organization in AvePoint Online Services; the created time will be the restore time. Only the following object types are supported for audit field restore: Account, Article Version, Attachment, Campaign Member, Case, Case Comment, Contact, Content Version, Contract, Event, Idea, Idea Comment, Lead, Opportunity, Question, Task, Vote, and custom objects.

     To restore the audit fields, enable the Set Audit Fields upon Record Creation and Update Records with Inactive Owners permissions in Salesforce.

   • Anonymize data in the restore based on the anonymization profile – Turn on/off the toggle to define if you would like to anonymize the backup data to high fidelity fake data generated by AvePoint Cloud Backup for Salesforce® and restore it to your organization. When there is no enabled anonymization profile for your organization, you can click the Settings > Profile management link to configure one if you are the Administrator, and then click the Refresh button to load the profile.

     Note that we do not recommend that you anonymize the data and restore it to your production organization since it may bring risks of data corruption.

8. Click Next to go to the Overview page to view the settings of the restore job.

9. Click Restore to restore the organization data as your configurations. After the job has started, you can go to the job monitor to view more job details. For details, refer to Job Monitor.

#Out of Place Restore

If you have customized metadata configured in your source Salesforce, the customized metadata cannot be restored to another organization directly. Prior to the restore, make sure the same metadata settings are configured in the destination organization. Also, be sure that the storage space of the destination organization is sufficient for the restore.

To restore a source organization backup to another organization, complete the following steps.

1. Click Restore in the left navigation.

2. On the Restore page, click the Restore button next to an organization that you want to restore.

3. Select the Restore data tile and select Organization from the Level drop-down list.

4. Click Next to configure the data scope.

5. In the Recovery point field, select the time from which you want to restore the data and click Apply.

6. Click Next to configure the restore settings.

7. In the Configure restore settings step, configure the following settings:

   • Where do you want to restore the data? – Select the Restore the data toanother organization option. Then, select a destination organization from the drop-down list.

     Select a user mapping profile from the Which user mapping profile do you want to apply drop-down list. You can click View details next to the drop-down list to view the details of the user mapping profile.

     You can also click Create new in the drop-down list to go to the user mapping page and create a new user mapping profile. For details about user mapping, refer to User Mapping.

   • Select the accuracy forrestoring records – Select to run the restore job in the Standard precision or High precision.

     • Standard precision can accelerate your restore progress. Using this mode, if you are about to run multiple restore jobs of the same content, there may be duplicate records. If your restore is for single-use or an urgent request, we recommend that you select this mode.

     • If you plan on running the restore more than once, we recommend that you select the High precision.

   • *Do you want to skip restoring the Share records? – Select if you want to skip restoring the *Share (e.g. AccountShare; CaseShare) records.

     *Share records are related to the main records only for recording the relationships between records and the shared users. Normally, users cannot view these records in Salesforce. If you are facing data loss, want to restore the data as soon as possible, and do not care about the sharing relationships, you can skip restoring these records to save your restore time

   • How would you like to handle conflicts of restoring existing records? – Select Do not overwrite if you would like to keep the current record when a conflict occurs; select Overwrite if you would like to keep the backup record.

   • Deactivate related triggers, flows, workflow rules, and processes during the restore – Turn on/off the toggle to define if you want to deactivate related triggers, flows, workflow rules, and processes during the restore. They will be activated when the restore job is completed.

   • Deactivate related validation rules during the restore – Turn on/off the toggle to define if you want to deactivate related validation rules during the restore. They will be activated when the restore job is completed.

   • Restore audit fields – Turn on/off the toggle to define if you want to restore audit fields, including CreateById and CreatedDate fields. If you select to restore, Cloud Backup for Salesforce® will restore the fields based on the backup values. If not, the created by user will be the user that has connected the Salesforce organization in AvePoint Online Services; the created time will be the restore time. Only the following object types are supported for audit field restore: Account, Article Version, Attachment, Campaign Member, Case, Case Comment, Contact, Content Version, Contract, Event, Idea, Idea Comment, Lead, Opportunity, Question, Task, Vote, and custom objects.

     To restore the audit fields, enable the Set Audit Fields upon Record Creation and Update Records with Inactive Owners permissions in Salesforce.

   • Anonymize data in the restore based on the anonymization profile – Turn on/off the toggle to define if you would like to anonymize the backup data to high fidelity fake data generated by AvePoint Cloud Backup for Salesforce® and restore it to your organization. When there is no enabled anonymization profile for your organization, you can click the Settings > Profile management link to configure one if you are the Administrator, and then click the Refresh button to load the profile.

     Note that we do not recommend that you anonymize the data and restore it to your production organization since it may bring risks of data corruption.

8. Click Next to go to the Overview page to view the settings of the restore job.

9. Click Restore to restore the organization data as your configurations. After the job has started, you can go to the job monitor to view more job details. For details, refer to Job Monitor.