Step 6. Enable Hierarchy Restore
At the Hierarchy step of the wizard, Veeam Backup for Salesforce allows you to restore relationships to parent and child objects linked to the records selected at step 4. While restoring hierarchy, the product analyzes all lookup relationship fields of the records and compares backed-up data with the current Salesforce data. For more information, see How Veeam Backup for Salesforce Restores Object Hierarchy.
If you have enabled restore of files and attachments at step 5, keep in mind that the product will not restore files and attachments of child and parent records. To restore them, create a dedicated file restore job.
To restore lookup relationships, do the following:
- Set the Restore objects hierarchy toggle to On.
Hierarchy restore can affect hundreds or thousands of records in Salesforce, and restoring even a single record and validating results can be tedious. That is why if you enable the hierarchy restore functionality, you can select a maximum of 100 Salesforce records to recover in one restore session. To change this limit, modify the hierarchy.restore.on.max.input.records parameter value as described in section Configuring Advanced Settings.
- To specify the child hierarchy that must be restored, do the following for each record added to the restore session:
- In the Configure hierarchy for restore. Review all records. section, select a record from the Record drop-down list.
- In the list of lookup relationships for the record, select check boxes next to the objects whose records you want to restore. Veeam Backup for Salesforce will restore records of the child objects that you have selected only — if you do not expand the object node, child objects under the node remain unselected and records of those objects will not be restored.
You can click Select All at the top of the lookup relationships list to select all displayed objects. However, child objects under the closed nodes will remain unselected. To select all child objects, expand all nodes first, and then click Select All.
For the records that have not been reviewed in the Configure hierarchy for restore section, Veeam Backup for Salesforce will restore the child hierarchy to the default 1st level only.
- To configure hierarchy settings, click Advanced Settings in the Configure hierarchy for restore. Review all records. section and do the following:
- From the Overwrite fields drop-down list, choose what fields will be updated for existing child records:
- To update only the parent lookup fields of the existing child records, select Parent lookup only.
- To update all fields of the existing child records, select All fields.
- Not to update fields of the existing child records, select None.
- From the Stop processing hierarchy drop-down list, choose when to stop updating the child records.
- To stop proceeding to deeper levels of the hierarchy if a child record exists in Salesforce, select Exists. This child record will be the last updated record. Keep in mind that it will be updated according to the selected Overwrite fields option.
- To stop proceeding to deeper levels of the hierarchy if a child record exists in Salesforce and the lookup field value matches the backed-up value, select Correct lookup. This child record will be the last updated record. Keep in mind that it will be updated according to the selected Overwrite fields option.
- To stop proceeding to deeper levels of the hierarchy if a child record exists in Salesforce and the values of all fields of the record match the backed-up values, select All fields match.
- To proceed with hierarchy restore until all the selected child records are updated, select Never.
- From the Restore parent hierarchy drop-down list, select the maximum level of the parent object hierarchy that will be restored for all records. By default, Veeam Backup for Salesforce restores the 1st level parent records only.
The restore parent hierarchy settings are applied to every restored record in the session and not only to the records selected at step 4. It means that if Veeam Backup for Salesforce does not find a child record in Salesforce, it will restore the record and then will verify lookup links to its parent records. This process will repeat for all child records that are missing from Salesforce and created by the restore job.
The product restores child and parent records of the versions that you selected at step 4.