Restoring Object Data

Use this procedure to restore recently updated, deleted, or unchanged records to the same organization.

1. Log in to Spanning Backup for Salesforce.
2. Click Restore on the main Dashboard.
   
3. Select Object as the type of data you want to restore.
4. Select This Org for the restore destination.
5. Ensure that Search is selected for the Object Selection Method.
6. Click Next.
   
7. Select a date range and whether you want to display items that were Updated, Deleted, New or Updated, or Unchanged since the first backup selected.
8. Select the object types that you want to restore:
   • To restore an entire object, select its checkbox.
   • To restore selected items, click the object type but do not select its checkbox.
   • In our example, we are recovering updated items from the Account object type.
9. (If applicable) Select the items that you would like to restore. You can select as many items as you like. Additionally, you can preview any item by clicking the Preview button before you restore the data. (To display the Preview button, hover the mouse over a row. The button displays on the right.)
10. Choose whether to include child objects during restore.
11. Choose whether to restore or repair lookup relationships during restore. When records are restored, they generate a new Salesforce ID. This feature attempts to repair or update any lookup relationships that were referencing the record prior to restore.
12. Click Next.
    
13. (Optional) To overwrite any of the field values during the restore, check the Overwrite field values during the restore process option. Select the fields that you want to overwrite and then input the values you want inserted. Alternatively, you can choose Saved Preset if you would like to reuse saved overwrite values or Save Preset to save the new values you enter.
14. (Optional) To restore specific fields for updated records instead of restoring all fields, check the Restore specific fields of updated records option. Then, select the object type and fields that you want to restore. (This applies only if a record contains updatable fields.)
15. Click Next.
    
16. Review the pending changes. Click Restore. Click Confirm. The selected data is restored to your Salesforce instance.
    

If you have run a process in your Salesforce environment that has updated the records for many fields in error, and you know exactly which records were affected and which records you need to restore, you can upload a CSV containing the IDs of the affected Salesforce records to perform a bulk restore. A single CSV file can have IDs of different object types, such as accounts, contacts, notes, and opportunities.

To restore to the same org by importing a CSV file:

1. Prepare your CSV file to match the format in the figure below.
   • The CSV must contain a column with a header of Id (no quotes, not case-sensitive). The CSV can contain other columns if you'd like— Spanning Backup will only use the ID column and will ignore any other columns.
   • In the Id column, list all of the Salesforce IDs that you want to restore. The IDs can be records of any object type. All Salesforce IDs to be loaded should be 18 characters long. The maximum file size allowed is 100MB.
     
2. Log in to Spanning Backup for Salesforce.
3. Click Restore on the main Dashboard.
   
4. Select Object as the type of data you want to restore.
5. Select This Org for the restore destination.
6. Select Upload ID List for the object selection method.
7. Click Next.
   
8. Click Upload CSV. Browse to upload your CSV file.
   
9. Select the backup to restore from.
10. Verify your CSV file. When verification is complete, you are notified via email and Chatter (if enabled).
    
    
    You can wait on the CSV Verification page while the file is being verified or access the restore from the Dashboard or by clicking the link provided in the email or Chatter notification. To access the restore from the Dashboard, click the CSV Verification row in the Recent Activity:
    
11. Confirm that all of the correct records have been selected.
    • If an object ID could not be found in the backup, it is not included in the restore. You can opt to download a CSV list of any missing records by clicking Download List.
    • You can preview any item by clicking the Preview button before you restore the data. (To display the Preview button, hover the mouse over a row. The button displays on the right.)
12. Click Next.
    
13. Select optional restore settings:
    • To include child objects during restore, check the Include children of deleted records option.
    • To restore specific fields for updated records instead of restoring all fields, select the Restore specific fields of updated records option. Then, select the object type and fields that you want to restore. (This applies only if a record contains updatable fields.)
    • To overwrite any of the field values during the restore, check the Overwrite field values during the restore process option. Select the fields that you want to overwrite and then input the values you want inserted. Alternatively, you can choose Saved Preset if you would like to reuse saved overwrite values or Save Preset to save the new values you enter.
    • To restore or repair lookup relationships, select the Restore Lookup Relationships option. When records are restored, they generate a new Salesforce ID. This feature attempts to repair or update any lookup relationships that were referencing the record prior to restore.
14. Click Next.
    
15. Click Restore. Click Confirm. Data is restored into your active Salesforce account.
    

Before restoring, ensure that these requirements have been met:

• Ensure that the destination org is setup with the same customizations and metadata as the source org.
• Disable workflows, Apex triggers, and validation rules for the destination org.
• Ensure that the destination org has enough storage space to accommodate the data you select from the source org.
• Confirm that you are authenticated and have Modify All Data permission for the destination org.

Use this procedure to restore object data to a different organization by using the UI Search method.

1. Log in to Spanning Backup for Salesforce.
2. Click Restore on the main Dashboard.
   
3. Select Object as the type of data you want to restore.
4. Select Different Org for the restore destination, then click the applicable Authorize Org link below to select the destination org.
5. When prompted, enter the login credentials for your destination org. Click Log In.
6. Click Allow to grant access.
   
7. Ensure that Search is selected for the Object Selection Method.
8. Confirm that prerequisites in the Before Running a Cross-Org Restore list have been met by checking the I have completed the steps listed above box.
9. Click Next.
   
10. Select a date range and whether you want to display items that were Updated, Deleted, New or Updated, or Unchanged since the first backup selected.
11. Select the object types that you want to restore:
    • To restore an entire object, select its checkbox.
    • To restore selected items, click the object type but do not select its checkbox.
    • In our example, we are recovering updated items from the Account object type.
12. (If applicable) Select the items that you would like to restore. You can select as many items as you like. Additionally, you can preview any item by clicking the Preview button before you restore the data. (To display the Preview button, hover the mouse over a row. The button displays on the right.)
13. Click Next.
    
    
14. (Optional) To overwrite any of the field values during the restore, check the Overwrite field values during the restore process option. Select the fields that you want to overwrite and then input the values you want inserted. Alternatively, you can choose Saved Preset if you would like to reuse saved overwrite values or Save Preset to save the new values you enter.
15. Click Next.
    
16. Review the pending changes. Click Restore. Click Confirm. The selected data is restored to the destination org.
    
    
17. When the restore is complete, you are notified via email and Chatter (if enabled). View the restore results on the Dashboard by clicking the Cross-Org Restore row in the Recent Activity.
    

If you have run a process in your Salesforce environment that has updated the records for many fields in error, and you know exactly which records were affected and which records you need to restore, you can upload a CSV containing the IDs of the affected Salesforce records to perform a bulk restore. A single CSV file can have IDs of different object types, such as accounts, contacts, notes, and opportunities.

To restore to a different org by importing a CSV file:

1. Prepare your CSV file to match the format in the figure below.
   • The CSV must contain a column with a header of Id (no quotes, not case-sensitive). The CSV can contain other columns if you’d like— Spanning Backup will only use the ID column and will ignore any other columns.
   • In the Id column, list all of the Salesforce IDs that you want to restore. The IDs can be records of any object type. All Salesforce IDs to be loaded should be 18 characters long. The maximum file size allowed is 100MB.
     
2. Log in to Spanning Backup for Salesforce.
3. Click Restore on the main Dashboard.
   
4. Select Object as the type of data you want to restore.
5. Select Different Org for the restore destination, then click the applicable Authorize Org link below to select the destination org.
6. When prompted, enter the login credentials for your destination org. Click Log In.
7. Click Allow to grant access.
   
8. Select Upload ID list for the Object Selection Method.
9. Confirm that prerequisites in the Before Running a Cross-Org Restore list have been met by checking the I have completed the steps listed above box.
10. Click Next.
    
11. Click Upload CSV. Browse to upload your CSV file.
    
12. Select the backup to restore from.
13. Verify your CSV file. When the verification is complete, you are notified via email and Chatter (if enabled).
    
    
    You can wait on the CSV Verification page while the file is being verified or access the verify operation later from the Dashboard or by clicking the link provided in the email or Chatter notification. To view verification details from the Dashboard, click the CSV Verification row in the Recent Activity:
    
14. Confirm that all of the correct records have been selected.
    • If an object ID could not be found in the backup, it is not included in the restore. You can opt to download a CSV list of any missing records by clicking Download List.
    • You can preview any item by clicking the Preview button before you restore the data. (To display the Preview button, hover the mouse over a row. The button displays on the right.)

15. Click Next.
    
16. Select optional restore settings:
    • To include child objects during restore, check the Include children option.
    • To overwrite any of the field values during the restore, check the Overwrite field values during the restore process option. Select the fields that you want to overwrite and then input the values you want inserted. Alternatively, you can choose Saved Preset if you would like to reuse saved overwrite values or Save Preset to save the new values you enter.

17. Click Next.
    
18. Click Restore. Click Confirm. Data is restored to the selected organization.
    
19. When the restore is complete, you are notified via email and Chatter (if enabled). View the restore results on the Dashboard by clicking the Cross-Org Restore row in the Recent Activity.