#Restore Records

You can restore specific records by designating the records through recovery point, object, and keywords. The record restore is only available to the user groups that have Restore records permission.

Before the actual restore, you can run a pre-restore and review job recommendations in the Job Monitor. This enables you to adjust settings as needed, ensuring a smoother and error-free process.

Note that when restoring data for custom fields that have been deleted, AvePoint Cloud Backup for Salesforce® will re-create the custom field before restoring the data.

You can choose one of the following ways to restore the specific records:

#In Place Restore

To restore specific records 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 Record from the Level drop-down list.

4. Select Backup as the Data Source.

5. Click Next to configure the data scope.

   • If you want to search specific records, complete the following steps under the Search mode tab:

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

     2. From the Object drop-down list, select the objects you want to restore.

     3. In the Keyword field, you can select to search for records by Record name or Record ID. Enter a keyword to search the records whose record name/ID contains the keyword, and click Search. When you search by the record name, if you want to search all records, you can enter an asterisk (*) in the text box. The default search condition is to search the backup data within the last backup cycle.

        You can click the link in the Record ID column to view the record details.

     4. Select the records you want to restore from the search results. If you click the checkbox next to the column name to select all the records to restore/export, all the records that meet your search conditions will be selected now, even though the records are not displayed in the search results.

     If you have the Export permission, you can also click Export to export the selected backup records to CSV files or MySQL files. If you select the records of the following object types: Attachment, Document, Static Resource, Mail Merge Template, Event Log File and Content Version, you can select to export Records only or export Records and files of the objects. Note that the MySQL file format only supports exporting records, and any files will keep their original formats. The export job may take a long time depending on the number of records or selected time range, and it may slow down other running jobs. There is a monthly limit (100 GB) on the capacity of files that can be exported.

   • If you want to import multiple records from CSV files, complete the following steps under the Import mode tab:

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

     2. You can click Download CSV template to download the CSV template file for configuring record information. Click Browse to import a CSV file with record information configured or a ZIP file that contains multiple CSV files.

        Note that in the CSV files. Only the ID column is required, and it must be the first column in the CSV file. Configure one record ID in each row of the column. We do not recommend that you add other columns to the file since it may slow down the restore job.

6. Click Next to configure related data.

7. In the Configure related data step, configure the following settings:

   • Restore parent and child object records – Turn on/off the toggle to define if you want to restore parent and child object records. If you turn on the toggle, the objects you selected will be displayed as Base objects below. You can click any object to add their parent or child objects. Subsequently, you can also click the parent or child objects to add grandparent or grandchild objects. For the restore, you can add up to 10 levels of parent objects and 10 levels of child objects.

   • Restore related fields for deleted records – If the selected records do not exist in the destination organization, turn on/off the toggle to define if you want to restore these records along with the related fields of their existing first-level child object records. Note that this option is unavailable if the Restore parent and child object records option is enabled, and selecting it may affect the restore performance.

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 specific objects.

   • 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.

     You can customize the deactivation scope in job details of a pre-restore job. For detailed instructions, refer to View Job Details.

   • 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 records in the recycle bin – Turn on/off the toggle to define if you want to restore the record from the recycle bin if the record with the same ID still exists in the recycle bin. The record ID will be kept after being restored. If you enable this feature, the record ID will be kept after being restored.

   • 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.

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

11. Click Restore, and the Restore window appears. You can take the following actions:

    • Pre-restore – A pre-restore job will run according to the configurations before the actual restore. When the job is finished, you can review job recommendations in the Job Monitor. This enables you to adjust settings as needed, ensuring a smoother and error-free process.

    • Restore – The restore job will run directly to restore data to the destination organization. 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.

To restore specific records 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 Record from the Level drop-down list.

4. Select Backup as the Data Source.

5. Click Next to configure the data scope.

   • If you want to search specific records, complete the following steps under the Search mode tab:

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

     2. From the Object drop-down list, select the objects you want to restore.

     3. In the Keyword field, you can select to search for records by Record name or Record ID. Enter a keyword to search the records whose record name/ID contains the keyword, and click Search. When you search by the record name, if you want to search all records, you can enter an asterisk (*) in the text box. The default search condition is to search the backup data within the last backup cycle.

        You can click the Record ID link to view the record details.

     4. Select the records you want to restore from the search results. If you click the checkbox next to the column name to select all the records to restore/export, all the records that meet your search conditions will be selected now, even though the records are not displayed in the search results.

     If you have the Export permission, you can also click Export to export the selected backup records to CSV files or MySQL files. If you select the records of the following object types: Attachment, Document, Static Resource, Mail Merge Template, Event Log File and Content Version, you can select to export Records only or export Records and files of the objects. Note that the MySQL file format only supports exporting records, and any files will keep their original formats. The export job may take a long time depending on the number of records or selected time range, and it may slow down other running jobs. There is a monthly limit (100 GB) on the capacity of files that can be exported.

   • If you want to import multiple records from CSV files, complete the following steps under the Import mode tab:

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

     2. You can click Download CSV template to download the CSV template file for configuring record information. Click Browse to import a CSV file with record information configured or a ZIP file that contains multiple CSV files.

        Note that in the CSV files. Only the ID column is required, and it must be the first column in the CSV file. Configure one record ID in each row of the column. We do not recommend that you add other columns to the file since it may slow down the restore job.

6. Click Next to configure related data.

7. In the Configure related data step, configure the following settings:

   • Restore parent and child object records – Turn on/off the toggle to define if you want to restore parent and child object records. If you turn on the toggle, the objects you selected will be displayed as Base objects below. You can click any object to add their parent or child objects. Subsequently, you can also click the parent or child objects to add grandparent or grandchild objects. For the restore, you can add up to 10 levels of parent objects and 10 levels of child objects.

   • Restore related fields for deleted records – If the selected records do not exist in the destination organization, turn on/off the toggle to define if you want to restore these records along with the related fields of their existing first-level child object records. Note that this option is unavailable if the Restore parent and child object records option is enabled, and selecting it may affect the restore performance.

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 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 for restoring 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.

   • 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.

     You can customize the deactivation scope in job details of a pre-restore job. For detailed instructions, refer to View Job Details.

   • 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.

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

11. Click Restore, and the Restore window appears. You can take the following actions:

    • Pre-restore – A pre-restore job will run according to the configurations before the actual restore. When the job is finished, you can review job recommendations in the Job Monitor. This enables you to adjust settings as needed, ensuring a smoother and error-free process.

    • Restore – The restore job will run directly to restore data to the destination organization. After the job has started, you can go to the job monitor to view more job details. For details, refer to Job Monitor.