What types of restores are available for Salesforce in the SysCloud backup application?
This article explains the types of Salesforce restores available in the SysCloud backup application.
You can restore Salesforce data from the backup archives based on the type of data you want to recover. SysCloud supports restore for Salesforce records, objects, metadata, and files.
Types of Salesforce restores
The following restore types are available for Salesforce in the SysCloud backup application:
| Restore type | Description | When to use |
| Record-level restore | Restores selected Salesforce records from a restorable object. | Use this when you want to restore one or more specific records from a Salesforce object. |
| Object-level restore | Restores records from a selected Salesforce object. | Use this when you want to restore data at the object level instead of selecting individual records. |
| Metadata type restore | Restores the selected Salesforce metadata type from the backup archive. | Use this when you want to restore a metadata type backed up by SysCloud. |
| Metadata component restore | Restores selected metadata components under a metadata type. | Use this when you want to restore specific metadata components instead of restoring the complete metadata type. |
| File restore | Restores selected Salesforce files from the backup archive. | Use this when you want to recover Salesforce files backed up by SysCloud. |
Restore options available during Salesforce restore
When restoring Salesforce records, objects, metadata, or files, the following restore options may be available:
- Restore all levels of child records: Restores the selected item along with all associated child records. If this option is not selected, only the selected item and any mandatory associated records will be restored.
- Create new records: Creates a duplicate copy of the selected record or item with a new ID.
To learn more, see: What happens if you choose the option "create new record" when restoring Salesforce records using the SysCloud backup application.
- Overwrite record(s): Replaces the existing Salesforce record with the version available in the selected backup snapshot.
To learn more, see: What happens if I select the "Overwrite record(s)" option when restoring Salesforce records using the SysCloud backup application? - Skip if present in Salesforce: Skips the restore if the record is already present in Salesforce. This helps avoid changes to existing records.
To learn more, see: What happens if I choose the "skip if present" option when restoring Salesforce records using the SysCloud backup application?
- You can restore only the Salesforce items that are marked as restorable in the SysCloud backup application.
- Records in the Salesforce Recycle Bin are handled based on the restore option selected.
- Validation rules and workflows may be disabled during restore and re-enabled after the restore is completed.
- After initiating a restore, you can review the restore status from the restore report.