Customer Support

Searching Backup & Archive in Salesforce

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.

1

Create a New Search Request

Search results remain available for 7 days after completion, after which they will be deleted.

  1. Click the App Launcher.

  2. Search for and click Backup & Archive.

  3. Click the Searches tab.

  4. Click New to start a new search.

2

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.

  3. (Optional) Add more objects by clicking the Objects search menu.

  4. (Optional) Select another object to include.

  5. (Optional) Repeat until all objects to search for are added.

3

Add Filters

Each object must have a filter to perform the search.

To include all records of an object, apply a filter that will be true for all records. For example: Object ID not equals 0

  1. Click the Select Name dropdown menu.

  2. Select a Field Name to filter with.

  3. Click the Select Condition dropdown menu.

  4. Select a Condition to filter for.

  5. Enter the value to filter for in the Value textbox.

  6. Repeat until all filters are completed.

4

Advanced Filters

Multiple Filters

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

  1. Click Add Filter.

  2. Complete the Select Name, Select Condition, and Value fields for the filter.

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.

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, ( )

  1. Check the Custom Logic checkbox to use an alternative to the default AND when combining filters.

  2. In the textbox below Custom Logic, enter your custom logic to combine your filters. (Example logic is displayed by default.)

  3. In the screenshot below, the Case object has two filters with custom logic that use OR to combine them.

5

Start Search

  1. Review the Objects and Filters to ensure everything is correct.

  2. Click Search.

  3. Once started, you will see a Search request successfully queued message.

  4. The search job will be In Progress.

Processing time varies depending on object count, filters, and data volume.

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.

1

View Results

  1. Once completed, the status will update to Completed.

  2. Click the Search Request ID to open results.

  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.

2

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.

Change Record Version

By default, the record displays the details for the most recent backup or archive.

  1. Click the Timestamp dropdown menu.

  2. Select the timestamp of the backup version to display field values for.

Details Tab

  • 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

  • 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.

The Current Version represents the existing Salesforce values and is always selected as the comparison baseline.

For a more in-depth guide on using the Time Machine feature, see the following article.

PreviousRestoring Records with Time Machine

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