Step 6. Enable Hierarchy Restore

At the Hierarchy step of the wizard, Veeam Backup for Salesforce allows you to restore parent and child records 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.

To restore lookup relationships, do the following:

1. Set the Restore objects hierarchy toggle to On.

2. To specify the child hierarchy that must be restored, do the following for each record added to the restore session:

1. In the Configure hierarchy for restore. Review all records. section, select a record from the Record drop-down list.
2. 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.

3. 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. To edit the default level, modify the hierarchy.max.parents.restore parameter value as described in section Configuring Advanced Settings.

The restore parent hierarchy settings are applied to every record in the session and not only to the records selected at step 4. It means that Veeam Backup for Salesforce will restore the record and then will verify lookup links to its parent records. This process will repeat for all the selected child records.