Step 4. Select Metadata to Restore

At the Data step of the wizard:

Use the Metadata type drop-down list to select the type of metadata that you want to restore.
Click the Customize link to apply specific search conditions and reduce the number of search results. Veeam Backup for Salesforce provides a number of built-in conditional operators (such as contains, equals, starts with, is null and so on) that can be used to send requests to databases. Note that the time required to process a request depends on the operator you use — for example, processing a request with the equals operator will take less time than processing a request with the contains operator.

Note

When adding conditions, consider the following:

If you want to search for records with null field values, use the is null operator. Using the equals operator in this case is not supported.
If you want to search for a list of records, you can use the in operator and specify the IDs of the necessary records using a comma-separated list.
If you want to search for a record but you do not have any information on this record except for the fact that it is linked to a specific object, you can use the lookup relationship field to filter all records linked to this object. To do that, specify the ID of the necessary object in the Value field.

Note that the Value field is case sensitive for the following operators: starts with, ends with, equals, in, not equal to, not in.

By default, filters are combined by the AND logical operator. That is, a record is displayed in the search results only if all the specified conditions are met. You can change this behavior by combining filters using different operators. To do that, set the Use filter logic toggle to On, and specify the filter logic expression using condition ordinal numbers, brackets and logical operators — for example, 1 AND (2 OR 3) AND NOT 4.

Click Search. If you apply any filtering conditions, the search results will be displayed on the same pages where the records were originally shown. To make sure that you have seen all the results, look through all the pages.

Tip

By default, you can download up to 100 metadata files to the local machine. To do that, select the necessary objects, and click Download.

Select metadata files that you want to restore. You can also choose the version of a metadata file that will be restored. To do that, click the link in the Version column and select the necessary record version from the Restore point drop-down list to compare the selected version of the backed-up record with the record version currently stored in Salesforce.

Important

If you want to restore a removed metadata file, make sure that you choose the previous correct version of the file. By default, Veeam Backup for Salesforce restores the latest file version.
If you want to restore metadata of a custom object that was permanently deleted from Salesforce, you must first restore the following types of metadata: CustomObject, CustomTab, Layout and Profile. When selecting user profiles, you can choose only those profiles that had access to this object.
If you deleted an object field from Salesforce and then created a new field using the same API name, Veeam Backup for Salesforce will consider it to be a new field and will not populate it with the values of the deleted field. To work around the issue, create a mapping rule for these fields as described in section Restoring Field Values.