Out of Place Restore

To restore specific objects to another organization, complete the following steps.

1. Click Restore in the left navigation.
2. On the Restore page, click the Restore button next to an organization that you want to restore.
3. Select the Restore data tile and select Object from the Level drop-down list.
4. Click Next to configure the data scope
5. In the Recovery point field, select the time from which you want to restore the objects and click Apply.
6. From the Object drop-down list, select the objects you want to restore and click Apply. You can view the number of records in each selected object.
7. Click Next to configure related data.
8. In the Configure related data step, configure the following settings:
   • Restore parent and child object records – Turn on/off the toggle to define if you want to restore parent and child object records. If you turn on the toggle, the objects you selected will be displayed as Base objects below. You can click any object to add its parent or child objects. Subsequently, you can also click the parent or child objects to add grandparent or grandchild objects. For the restore, you can add up to 10 levels of parent objects and 10 levels of child objects.
   • Restore related fields for deleted records – If the selected records do not exist in the destination organization, turn on/off the toggle to define if you want to restore these records along with the related fields of their existing first-level child object records. Note that this option is unavailable if the Restore parent and child object records option is enabled, and selecting it may affect the restore performance.
9. Click Next to configure the restore settings.
10. In the Configure restore settings step, configure the following settings:

    • Where do you want to restore the data? – Select the Restore the data to another organization option. Then, select a destination organization from the drop-down list.

      Select a user mapping profile from the Which user mapping profile do you want to apply drop-down list. You can click View details next to the drop-down list to view the details of the user mapping profile.

      You can also click Create new in the drop-down list to go to the user mapping page and create a new user mapping profile. For details about user mapping, refer to User Mapping.

    • Select the accuracy for restoring records – Select to run the restore job in the Standard precision or High precision.

      • Standard precision can accelerate your restore progress. Using this mode, if you are about to run multiple restore jobs of the same content, there may be duplicate records. If your restore is for single-use or an urgent request, we recommend that you select this mode.

        If you plan on running the restore more than once, we recommend that you select the High precision.

    • How would you like to handle conflicts of restoring existing records? – Select Do not overwrite if you would like to keep the current record when a conflict occurs; select Overwrite if you would like to keep the backup record.
    • Deactivate related triggers, flows, workflow rules, and processes during the restore – Turn on/off the toggle to define if you want to deactivate related triggers, flows, workflow rules, and processes during the restore. They will be activated when the restore job is completed.

      You can customize the deactivation scope in job details of a pre-restore job. For detailed instructions, refer to View Job Details.

    • Deactivate related validation rules during the restore – Turn on/off the toggle to define if you want to deactivate related validation rules during the restore. They will be activated when the restore job is completed.
    • Restore audit fields – Turn on/off the toggle to define if you want to restore audit fields, including CreateById and CreatedDate fields. If you select to restore, IBM® Storage Protect for Cloud Salesforce will restore the fields based on the backup values. If not, the created by user will be the user that has connected the Salesforce organization in IBM Storage Protect for Cloud; the created time will be the restore time. Only the following object types are supported for audit field restore: Account, Article Version, Attachment, Campaign Member, Case, Case Comment, Contact, Content Version, Contract, Event, Idea, Idea Comment, Lead, Opportunity, Question, Task, Vote, and custom objects.
      Note: To restore the audit fields, enable the Set Audit Fields upon Record Creation and Update Records with Inactive Owners permissions in Salesforce.
    • Anonymize data in the restore based on the anonymization profile – Turn on/off the toggle to define if you would like to anonymize the backup data to high fidelity fake data generated by IBM Storage Protect for Cloud Salesforce and restore it to your organization. When there is no enabled anonymization profile for your organization, you can click the Settings > Profile management link to configure one if you are the Administrator, and then click the Refresh button to load the profile.
      Note: We do not recommend that you anonymize the data and restore it to your production organization since it may bring risks of data corruption.
11. Click Next to go to the Overview page to view the settings of the restore job.
12. Click Restore, and the Restore window appears. You can take the following actions:
    • Pre-restore – A pre-restore job will run according to the configurations before the actual restore. When the job is finished, you can review job recommendations in the Job Monitor. This enables you to adjust settings as needed, ensuring a smoother and error-free process.
    • Restore – The restore job will run directly to restore data to the destination organization. After the job has started, you can go to the Job Monitor to view more job details.