Step 4. Choose Data to Restore

At the Data step of the wizard, you can look through the backed-up data, as well as browse, filter, and choose data that you want to restore.

To choose Salesforce records whose field values you want to restore:

1. Specify the record search parameters.

1. Select a Salesforce object whose record fields you want to restore.

Only Salesforce objects that have been backed up are displayed at this step. If you do not see the necessary object, the object 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.
• The object does not contain any data.
• 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.

2. Choose whether you want to search through the latest records or the history records of the selected object:

• If you select Latest records, Veeam Backup for Salesforce will perform search only through the latest record versions.
• If you select History records, Veeam Backup for Salesforce will perform search through all record versions in the history table for the time period that you specify.

3. The records will be shown in the table with the columns that match specific Salesforce fields. To choose the displayed information, click Customize and select the necessary Salesforce fields on the Display Fields tab in the Data Filters and Display Fields window.

2. Apply additional search conditions using specific filters. To do that, click Add Condition on the Data Filters tab, select a field and a conditional operator from the drop-down lists, and enter the necessary value.

Veeam Backup for Salesforce suggests a number of in-built conditional operators, such as contains, equals, starts with, is null and so on. These operators are used to make queries to databases. Note that the time required to process the request depends on the operator you are using, for example, processing a request with the equals operator will take less time than a request with the contains operator.

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

3. Click Search. Veeam Backup for Salesforce will show the results satisfying your search parameters in the Records found section.

By design, 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.

4. Select the records from the search results in the Records found section. Consider that the section displays the maximum number of 500 records per page. It is recommended that you use filters to reduce the number of search results.

You can choose the version of a record that will be restored. To do that, click the link in the Version column, compare the latest version of the backed-up record with previous backed-up record versions and the version of the record currently stored in the Salesforce database, and select the necessary version in the Select Record Version to Restore window. 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.