Restoring metadata

Spanning offers restore of specific metadata types, making it easy to restore metadata directly in Spanning Backup. The following metadata types are restorable in Spanning Backup for Salesforce: ApprovalProcesses, AssignmentRules, Classes, Dashboards, Emails, FlowDefinitions, Flows, Layouts, Objects, Pages, Permissionsets, Profiles, Reports, ReportTypes, Roles, Triggers, and Workflows.

NOTE   To restore other metadata types, you'll need to export them out of Spanning Backup, then use a tool like Force.com IDE, ANT Migration Tool, or Workbench to import them into Salesforce. To export metadata, see Exporting data.

Use these procedures to restore metadata:

  1. Log in to Spanning Backup for Salesforce as the System Administrator.
  2. Click Restore.
  3. In the Select Type step:
  • Select Metadata as the type of data you want to restore.
  • Select This Org for the restore destination.
  • Click Next.
  1. In the Select Metadata step:
  • Select the backup to restore from.
  • Choose the items to restore by expanding the metadata types and selecting individual items. To preview an item, hover over the item and click Preview.
  • Once you've selected all the items you want to restore, click Next.
  1. In the Restore Settings step:
  • (Optional) Check the box to ignore warnings from Salesforce during this metadata restore only.
  • Click Next.
  1. In the Confirm Restore step, review the items that will be restored. Click Restore. Click Confirm.
  2. When the restore is complete, you are notified via email and Chatter (if enabled). View the restore results on the Dashboard by clicking the Metadata Restore row in the Recent Activity.

  1. Log in to Spanning Backup for Salesforce as the System Administrator.
  2. Click Restore.
  3. In the Select Type step:
  • Select Metadata as the type of data you want to restore.
  • Select Different Org for the restore destination, then click the applicable Authorize Org link below to select the destination org.
  • When prompted, enter the login credentials for your destination org. Click Log In.
  • Click Allow to grant access.
  • Click Next.
  1. In the Select Metadata step:
  • Select the backup to restore from.
  • Choose the items to restore by expanding the metadata types and selecting individual items. To preview an item, hover over the item and click Preview.
  • Once you've selected all the items you want to restore, click Next.
  1. In the Restore Settings step:
  • (Optional) Check the box to ignore warnings from Salesforce during this metadata restore only.
  • Click Next.
  1. In the Confirm Restore step, review the items that will be restored. Click Restore. Click Confirm. Data is restored to the selected organization.
  2. When the restore completes, you are notified via email and Chatter (if enabled). View the restore results on the Dashboard by clicking the Metadata Restore row in the Recent Activity.