Viewing Backed-Up Data

On the Browse tab, you can look through the backed-up data and check whether restore is needed. This tab is available for the Administrator, Backup Operator and Restore Operator user roles that have access to the Salesforce organization.

Keep in mind that search results are limited to 1,000 records. You can choose the displayed information and apply additional search conditions using specific filters. To do that:

Navigate to the Browse tab.
Select a Salesforce organization whose records you want to restore.
Select a Salesforce object whose records 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.

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 versions of backed-up records.
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.

Click Search.

Veeam Backup for Salesforce will display all records that match the search parameters. You can select records that you want to restore, click Start Restore, and choose whether you want to restore the entire record or specific fields. The restore job configuration wizard will open.

Configuring Additional Search Parameters

By default, Veeam Backup for Salesforce shows the search results in the table with the columns that match specific Salesforce fields. You can choose the displayed information and apply additional search conditions using specific filters. To do that:

In the Filters and Display fields field, click Customize. The Data Filters and Display Fields window will open.
To specify the fields that must be displayed in the table, switch to the Display Fields tab, select the necessary Salesforce fields in the Available section, click Add. You can change the order of columns in the table using the Move Up and Move Down buttons.
To filter search results, switch to the Data Filters tab, click Add Condition. Select a field, a conditional operator and the necessary value from the drop-down lists.

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.

Note

When adding conditions, consider the following:

To search for records with null field values, use the is null operator. Using the equals operator with an empty value is not supported.
If you have a list of ID values, you can use the in operator and enter these IDs separated by a comma in the Value field.
When you filter records using the lookup relationship fields, you must specify the correct ID in the Value field. It must be the ID of a record to which the lookup is linked.

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.

To apply the configured settings, click Search.