#Restore Metadata

You can restore AssignmentRules, ApexClass, ApexTrigger, ApprovalProcess, CustomLabels, CustomObject, Dashboard, EmailTemplate, FlexiPage, Flow, GlobalValueSet, Layout, PermissionSet, Profile, QuickAction, Report, ReportType, SharingRules, Workflow, DuplicateRules, PermissionGroups, Queues, and Tabs metadata by designating the metadata through recovery point, metadata type, and metadata name. The metadata restore is only available to user groups that have the Restore metadata permission.

Note that in the restore job, the conflicting metadata will be overwritten by the backup metadata.

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

#In Place Restore

To restore the metadata 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 metadata tile, and then click Next to configure the data scope.

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

5. Click Search. All metadata in the backup will be displayed.

6. In the Metadata type pane, select the metadata types you want to restore. You can also search for desired metadata by entering the keyword of the metadata type in the search box.

7. In the Metadata pane, select the metadata you want to restore in different metadata types. You can also search for specific metadata by metadata display name or API name in the search box.

   Note that due to SOAP API limitations, metadata display names are supported only for the following metadata types: ApexClass, ApexTrigger, EmailTemplate, Profile, Report, ApprovalProcess, PermissionSet, and Dashboard.

   To ensure data completeness and accuracy, you can click View parent metadata of the selected metadata to view the parent metadata related to your selection. Please review the listed parent metadata and verify them in Salesforce. To successfully restore the selected metadata, ensure that the corresponding parent metadata exists in your destination organization.

8. Click Next to configure the restore settings.

9. 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 for the objects where the specific metadata resides.

   • If any metadata fails to be restored, do you want to continue to restore other successful metadata? – Select Roll back all metadata changes to keep the records consistent if you would like to revert the successfully restored metadata of the object; select Keep any successful metadata for a partial restore if you would like to keep the successfully restored metadata of the object.

   • Revert metadata to the backup version – Turn on/off the toggle to define if you want to revert metadata to the backup version. By enabling the toggle, AvePoint Cloud Backup for Salesforce® will restore the metadata to your destination organization and remove any newly added fields (which were not included in the backup metadata file) from the destination.

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

11. Click Restore to restore the metadata 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

To restore the metadata 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 metadata tile, and then click Next to configure the data scope.

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

5. Click Search. All metadata in the backup will be displayed.

6. In the Metadata type pane, select the metadata types you want to restore. You can also search for desired metadata by entering the keyword of the metadata type in the search box.

7. In the Metadata pane, select the metadata you want to restore in different metadata types. You can also search for specific metadata by metadata display name or API name in the search box.

   Note that due to SOAP API limitations, metadata display names are supported only for the following metadata types: ApexClass, ApexTrigger, EmailTemplate, Profile, Report, ApprovalProcess, PermissionSet, and Dashboard.

8. To ensure data completeness and accuracy, you can click View parent metadata of the selected metadata to view the parent metadata related to your selection. Please review the listed parent metadata and verify them in Salesforce. To successfully restore the selected metadata, ensure that the corresponding parent metadata exists in your destination organization.

9. Click Next to configure the restore settings.

10. 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.

    • If any metadata fails to be restored, do you want to continue to restore other successful metadata? – Select Revert all metadata to keep the record consistent if you would like to revert the successfully restored metadata of the object; select Keep any successful metadata for a partial restore if you would like to keep the successfully restored metadata of the object.

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

12. Click Restore to restore the metadata 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.