Prepare Your Destination Environments

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About this task

Refer to the illustrations below to prepare your destination environments before the full restore:

Procedure

  1. Make sure the storage size of the destination organization is sufficient. The storage size of the destination environment should be greater than that of the source environment.

    To check the size of the destination Salesforce environment, go to Salesforce > Setup > Administer > Data Management > Storage Usage.

  2. Make sure the API count of the destination environment is sufficient, and it depends on the number of records that will be restored:
    • If you restore records only, 3 APIs are required for every 200 records.
    • If you restore records together with attachments, 5 APIs or more are required for every 200 records.
      Note: The restore job may consume more APIs if the total attachment size is large.

      To check the API count of the destination Salesforce environment, go to Classic Salesforce > Setup > Administer > Company Profile > Company Information.

  3. If you are about to restore your data to another organization, restore the metadata first to keep the metadata of the two environments consistent.
  4. If you are about to restore your data to another organization, make sure you have configured a user mapping properly. You can set the Administrator of the destination organization as the Default User in your user mapping, and then users without mappings configured will be automatically mapped to the Default User.
  5. If end users are using a destination environment, to avoid affecting end user’s usage, configure the API limit of the destination environment since restoring mass data may consume a large number of APIs. The default value is 80%. If the destination environment is not used by users temporarily, it can be configured to a higher value, such as 90%.
  6. If you have your own custom objects in your source organization, run a Restore Metadata job to restore the Custom Object metadata before the full restore.
  7. If the number of records that you want to restore is greater than 8 million, for your best experience, contact IBM Software Support for assistance before running the restore jobs.