# Searching Backup & Archive in Salesforce

## ![](/files/CBvqj0H8446fKLeXtHLv) Overview

The **Backup & Archive** Salesforce app enables users to retrieve, view, and compare historical data directly within Salesforce. Whether you’re investigating data changes, reviewing historical records, or restoring specific fields, this app provides a complete audit and recovery interface—without storing backup data in Salesforce.

This article outlines how to:

* Create and manage search requests
* View and compare record versions

## Search Backup & Archive Data In Salesforce

To search your Backups and Archives from within your Salesforce org, you must first enable access to your Flosum Backup & Archive data. Follow the instructions in the article below to learn how to do this.

* [Enable Access to Flosum Backup & Archive Data](/global-settings/security/connected-apps/enable-access-to-flosum-backup-and-archive-data.md)

{% stepper %}
{% step %}

### Create a New Search Request

{% hint style="info" %}
Search results remain available for 7 days after completion, after which they will be deleted.
{% endhint %}

1. Click the **App Launcher**.
2. Search for and click **Backup & Archive**. 

   <div align="left"><figure><img src="/files/sE2kzPgAZjUNfw5nv0R6" alt="" width="563"><figcaption></figcaption></figure></div>
3. Click the **Searches** tab.
4. Click **New** to start a new search.&#x20;

   <div align="left"><figure><img src="/files/rVusir1ayMlIhObrQIWS" alt="" width="563"><figcaption></figcaption></figure></div>

{% endstep %}

{% step %}

### Add Objects

You can search your backups for any number of objects and use filters to refine the results.

1. Click the **Objects** search menu.
2. Select an object to include.&#x20;

   <div align="left"><figure><img src="/files/6YxuWmcAIyCrQOThGjXT" alt="" width="563"><figcaption></figcaption></figure></div>
3. (Optional) Add more objects by clicking the **Objects** search menu.
4. (Optional) Select another object to include.&#x20;

   <div align="left"><figure><img src="/files/lIArxRnOTpWU6STN888p" alt="" width="563"><figcaption></figcaption></figure></div>
5. (Optional) Repeat until all objects to search for are added.&#x20;

   <div align="left"><figure><img src="/files/Be8rf7zS0WDSyyUVblD6" alt="" width="563"><figcaption></figcaption></figure></div>

{% endstep %}

{% step %}

### Add Filters

Each object must have a filter to perform the search.

{% hint style="info" %}
To include all records of an object, apply a filter that will be true for all records. For example: `Object ID not equals 0`
{% endhint %}

1. Click the **Select Name** dropdown menu.
2. Select a **Field Name** to filter with.&#x20;

   <div align="left"><figure><img src="/files/riYtFrsUOnCYGhLHDKMx" alt="" width="563"><figcaption></figcaption></figure></div>
3. Click the **Select Condition** dropdown men&#x75;**.**
4. Select a **Condition** to filter for.&#x20;

   <div align="left"><figure><img src="/files/ZWu25mjh2zzWTq765gqA" alt="" width="563"><figcaption></figcaption></figure></div>
5. Enter the value to filter for in the **Value** textbox.&#x20;

   <div align="left"><figure><img src="/files/OwBVMsKNSMETzxRbxJJA" alt="" width="563"><figcaption></figcaption></figure></div>
6. Repeat until all filters are completed.&#x20;

   <div align="left"><figure><img src="/files/BaOV3F5FlrWsvpcJTrbZ" alt="" width="563"><figcaption></figcaption></figure></div>

{% endstep %}

{% step %}

### Advanced Filters

**Multiple Filters**

An object can have multiple filters applied to it for more advanced filtering.

1. Click **Add Filter**.&#x20;

   <div align="left"><figure><img src="/files/WqItZ9gu1mOXQv5FqBdC" alt="" width="563"><figcaption></figcaption></figure></div>
2. Complete the **Select Name**, **Select Condition**, and **Value** fields for the filter.&#x20;

   <div align="left"><figure><img src="/files/7kMqcjmhtYHQNPlsBWPD" alt="" width="563"><figcaption></figcaption></figure></div>

**Custom Logic**

By default, multiple filters for an object are combined using a logical **AND**. The **Custom Logic** checkbox allows you to combine filters with different logic.

{% hint style="info" %}
When entering your custom logic, each filter for the object is denoted by the filter number at the start of the filter row. Available logic operations are: **OR, AND, ( )**
{% endhint %}

1. Check the **Custom Logic** checkbox to use an alternative to the default **AND** when combining filters.&#x20;

   <div align="left"><figure><img src="/files/QXxfwfTvAjDzZt4vJIqQ" alt="" width="563"><figcaption></figcaption></figure></div>
2. In the textbox below **Custom Logic**, enter your custom logic to combine your filters. (Example logic is displayed by default.)&#x20;

   <div align="left"><figure><img src="/files/uRaEvPowNilfwwK2E2J1" alt="" width="563"><figcaption></figcaption></figure></div>
3. In the screenshot below, the **Case** object has two filters with custom logic that use **OR** to combine them.&#x20;

   <div align="left"><figure><img src="/files/61Td9X2HeP914NPtuOkn" alt="" width="563"><figcaption></figcaption></figure></div>

{% endstep %}

{% step %}

### Start Search

1. Review the **Objects** and **Filters** to ensure everything is correct.
2. Click **Search**.&#x20;

   <div align="left"><figure><img src="/files/REpRMxVKIpbf1rannwyb" alt="" width="563"><figcaption></figcaption></figure></div>
3. Once started, you will see a **Search request successfully queued** message.
4. The search job will be **In Progress**.&#x20;

   <div align="left"><figure><img src="/files/NliZGixidhQCMHcZVBO5" alt="" width="563"><figcaption></figcaption></figure></div>

{% hint style="info" %}
Processing time varies depending on object count, filters, and data volume.
{% endhint %}
{% endstep %}
{% endstepper %}

## View Search Results

Search results are retrieved live from your Backup & Archive tenant and are available for 7 days. After this period, the results are deleted, as no search data is stored in Salesforce.

{% stepper %}
{% step %}

### View Results

1. Once completed, the status will update to **Completed**.
2. Click the **Search Request ID** to open results.&#x20;

   <div align="left"><figure><img src="/files/zEBQkb48F4PQFBlUkAYM" alt="" width="563"><figcaption></figcaption></figure></div>
3. Search results are categorized by objects, with each object displaying the count of records found.
4. Click on an object to view the matched records.&#x20;

   <div align="left"><figure><img src="/files/YW4fX0BPs9f9ldqakhJA" alt="" width="563"><figcaption></figcaption></figure></div>

{% endstep %}

{% step %}

### View Record Details

Each object lists the backed-up records matching your search.

1. Click a **Record ID** to open the record and get more details.&#x20;

   <div align="left"><figure><img src="/files/Y3vdZSKw9qGiIjZlGKzC" alt="" width="563"><figcaption></figcaption></figure></div>

**Change Record Version**

{% hint style="info" %}
By default, the record displays the details for the most recent backup or archive.
{% endhint %}

1. Click the **Timestamp** dropdown menu.
2. Select the timestamp of the backup version to display field values for.&#x20;

   <div align="left"><figure><img src="/files/1PskwOApDaXbjzjcM5QD" alt="" width="563"><figcaption></figcaption></figure></div>

**Details Tab**

<div align="left"><figure><img src="/files/ij8yq0rocYNvwG0DFV6P" alt="" width="563"><figcaption></figcaption></figure></div>

* View field-level values in **read-only mode**.
* All fields displayed honor your **Field-Level Security (FLS)** settings.
* Sensitive fields will be masked based on your access rights.

**Time Machine Tab**

<div align="left"><figure><img src="/files/le6L9Y36cWTcfOlVdr0D" alt="" width="563"><figcaption></figcaption></figure></div>

* Compare the current field values of the record against up to 4 backed-up versions.
* Highlight changes and selectively **restore non-reference field values** to the current record.
* Displays **related records** for the selected version.

{% hint style="info" %}
The **Current Version** represents the existing Salesforce values and is always selected as the comparison baseline.&#x20;

<img src="/files/eiWMQ3Tt2ovN6tgF7fiT" alt="" data-size="original">
{% endhint %}

{% hint style="info" %}
For a more in-depth guide on using the **Time Machine** feature, see the following article.

* [Using Time Machine Component](/backup-and-archive/backup-and-archive-in-salesforce/time-machine/using-time-machine-component.md)
  {% endhint %}
  {% endstep %}
  {% endstepper %}


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