Creating a Backup Restore Job (Preparation)

Select Restore Type

1. Click Restore from the sidebar menu.

2. Click the Connection Switcher from the breadcrumb path.

   
3. Select the connection you wish to restore.

   
4. Click Backup.

   

Select Compromised and Correct Backups

1. Click Select for the Compromised Backup. This is the backup from which data was lost; this is your Recovery Point Objective.

2. Click Next.

   
3. Click Select for the most recent successful Correct Backup. This is the backup with valid data before data loss (your Restoration Point).

4. Click Next.

   

Select Objects to Restore

In this section, you select the objects you want to restore, their related child objects, filter on what records you want to restore, and which fields you want to retrieve.

1. Click the Add Object menu to choose which Salesforce objects to restore.

   
2. Search or browse for objects from the menu.

3. Check the objects you want to add.

4. Click Add to add all of the selected objects.

   
5. When an object is added, you can add any available child objects to restore.

   

1. Click an object to open the Add child objects dialog.

2. Click the + Add button next to each of the child objects to add.

   
3. The Caution icon indicates that a child object depends on its parent object (a cascading delete relationship).

1. Once you have added all the objects, click Apply to save the changes.

   

(Optional) Add Filters to Objects

1. Click Filter to add a filter to the object.

   
2. Click Add Filter in the filter dialog to add a filter criteria.

3. The screenshot below shows an example filter.

4. Click Apply to save the filter.

   
5. Once all the objects are selected and filtered, click Next.

   

Configure Object Settings

Object Settings lets you select the fields to retrieve and the automation processes to suspend during the restore.

1. Click the Fields button for an object to select the fields that will be restored for that object. This will open the Select fields for Object dialog.

   
2. The Select fields for Object dialog contains two lists of fields. The right list shows all fields selected for restoration of the object, while the left list shows fields that are not selected. You can transfer fields between lists by selecting a field and clicking the arrows between them. Grey fields cannot be moved to the other list.

3. Click Save after selecting the desired fields.

   
4. Click the Automation Processes button for an object to select the processes to suspend during the restore. This will open the Disable automation processes for Object dialog.

   
5. Check the checkboxes for any of the processes you want to suspend during the restore.

6. Click Save.

   
7. Once all the object settings are complete, click Next.

   

Finish Restore Job Setup

1. Review the restore request to verify that the correct backups for Compromised and Correct are selected and that the proper objects, filters, and fields are added.

2. Click Create Request to initiate the restore preparation job.

   

1. After starting the restore request job, you will be taken to the Restore > History tab.

2. The table shows the status of the Restore Request job.