Customer Support

Restoring Records with Time Machine

Overview

With the Flosum Backup & Archive Salesforce app, you can restore previous versions of records using the Time Machine Lightning Web Component. Time Machine can be added to a record's page to facilitate record restoration. Once Time Machine is added, you can compare and restore previous versions of the active record. Time Machine is also accessible when selecting a backup record from the Backup History.

Time Machine adheres to Field Level Security (FLS), ensuring users can only view and restore fields to which they have FLS access.

This guide shows how to restore backups using Time Machine. Since Time Machine only supports restoring from backups, for restoring from an archive, you need to use Flosum Backup & Archive. For detailed instructions, see the article on archive restoration.

Adding Time Machine to a Record Page

Before using Time Machine to restore a record, you need to add the Time Machine Lightning Web Component to the record page for the object you want to restore. To add Time Machine to a record page, see the instructions in the following article.

When restoring records from different object types, you need to add Time Machine to each object's record page.

Restoring Records with Flosum Time Machine

With the Time Machine component, you can choose up to five previous versions of the active record for comparison. After selecting one or more previous versions, you can restore any non-reference field.

The values shown in the Time Machine tab reflect their value at the time you open the tab. If values change, you must refresh the page to view the updated values.

1

Select Previous Versions

  1. Open a Salesforce record.

  2. Click the Time Machine tab.

If the Time Machine tab is not available, you must add it to your record page by following the instructions in the article below.

  1. Click Select Versions.

  2. Click a version from the Available Versions list.

  3. Click the Right Arrow to move the version to the Selected Versions list.

You can select multiple versions at once by holding Ctrl while clicking.

  1. Add up to 5 versions from the Available Versions list to the Selected Versions list.

  2. Click Save.

2

Select and Restore Fields

  1. (Optional) Enable the Hide identical fields toggle to only show fields that have changed.

  2. Compare the Current Version to all of the Selected Versions.

  3. Select the fields to restore.

Only non-reference fields are restorable. Fields with a greyed-out checkbox can't be restored.

  1. Click Restore.

  2. After the fields have been restored, you will see a Record restored successfully message.

PreviousUsing Time Machine ComponentNextSearching Backup & Archive in Salesforce

Last updated

Was this helpful?