Step 3. Select Organization

At the Organization step of the wizard, use the Restore from drop-down list to select a Salesforce organization whose records you want to restore. For a Salesforce organization to be displayed in the list of available organizations, it must belong to the company specified at step 1.

By default, Veeam Backup for Salesforce restores records to the same Salesforce organization. However, you can restore records to another organization (for example, if you want to seed a sandbox organization with backed-up data of another production organization) — to do that, use the Restore to drop-down list to choose the target organization. For a Salesforce organization to be displayed in the list of available organizations, it must belong to the company specified at step 1 and must be compatible with the organization whose records you want to restore.

Keep in mind that when you restore an object record to another organization, you can only restore the record either from a production organization to its sandbox or from a sandbox copy to another sandbox copy (but only in case those copies belong to one production organization).

Important

When you restore an object record to another organization, make sure that metadata of the object that you want to restore matches metadata of the object in the target organization. If metadata is missing or does not match, you must first create a separate metadata restore job.

You may also need to enable the required Salesforce features and install the necessary external packages.

When you restore an object record that contains encrypted fields to the same organization, Veeam Backup for Salesforce decrypts and restores the fields. However, if you restore this record from a production to a sandbox organization, the product does not decrypt or restore the encrypted fields — unless you provide override values for these fields.