How to restore metadata types in Salesforce from the SysCloud backup application?

Follow the steps below to restore Salesforce metadata types from the SysCloud backup application:   

Step 1: Log in to SysCloud using your admin credentials.   

Step 2: Click “Archives” and select “Salesforce” from the Backup and Restore drop down.  

Step 3: Select the organization you want to restore the file(s) from.  

Step 4: Navigate to the “Metadata” tab. 

Step 5: Select the metadata type you want to restore by selecting the checkbox next to it.   

Step 6: Click “Restore.”   

Step 7: In the confirmation dialog box, select the checkbox next to “Restore all levels of child records” if you want to restore all the child records associated with the metadata type. If this is left unchecked, only the selected data type and the other mandatory record(s) associated with it (if any) will be restored. 

  1. Select the checkbox beside “Create new records” if you want the metadata type to be duplicated with a new ID.  
  2. Select the checkbox beside “Overwrite record(s)” to overwrite the selected metadata type (if unselected, it will be restored with a new ID).  
  3. Select the checkbox beside “Skip if present in Salesforce” to skip restore if duplicate metadata types are found.  

Step 8: Add comments (if any) to be shown in the restore report, and click the “Restore” button.  

Note:  

  • Records in the recycle bin will be undeleted during restore.  
  • Validation rules and workflows will be disabled during restore and reenabled after restore.