Step 4. Choose Data to Restore

At the Data step of the wizard, do the following:

  1. Select a Salesforce root object whose records you want to restore.

For a Salesforce object to be displayed in the list of available root objects, it must have a backup. If the list does not contain the necessary object, the object either does not have a backup or cannot be restored. The object may not have a backup for the following reasons:

  • The object was excluded from the backup policy that protects the Salesforce organization to which this object belongs.
  • The Salesforce user whose permissions are used for backup operations does not have access to the object.
  • Backup of the object is not supported in the current product version. For more information, see Appendix A. Unsupported Objects.
  1. Choose one of the following search options:
  • Latest — allows you to search only through the latest record versions.
  • Backup Date — allows you to search search only through the latest record versions before the time period you specify.
  • Modified Date — allows you to search through all record versions for the time period you specify.
  1. 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.

TipS

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.
  • If you want to search for records that have been archived, use the vsf_archived (Archive Restore Point) field.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.

Important

If an object record that you want to restore contains encrypted fields, you will not be able to specify filters for these fields.

You can also specify what Salesforce fields you want to be displayed for the found records. To do that, navigate to the Display Fields tab and add the necessary fields.

  1. 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.
  1. Select records that you want to restore.

You can also choose the version of a record 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. If you want Veeam Backup for Salesforce to show only field values that differ between the selected versions, set the Compare changes toggle to On.

Note

Only users assigned the Administrator and Backup Operator roles can view and compare values of the encrypted fields.

Restoring Records

Page updated 10/15/2024

Page content applies to build 3.0.0.1769