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Creating an Archive Restore Job (Preparation)

Required User Credentials

[Flosum User] - Backup & Archive license with Restore permissions

Overview

This article covers the first stage of restoring data from an archive in the Flosum Backup & Archive app. You'll create a Restore Request job to identify records that meet your criteria, allowing you to verify what will be restored before execution.

With the Archive process, records are backed up in Flosum Backup & Archive and then deleted from Salesforce. The Archive Restore process lets you restore the archived records to your Salesforce org.

If you want to restore backup data or backup metadata, see the corresponding article for the specific instructions.

After the Restore Request completes, you'll see how many records are eligible for restoration. From there, you can run a Restore job to restore the records to your Salesforce org. See the following article for instructions:

Create Archive Restore

1

Select Restore Type

  1. Click Restore from the sidebar menu.

  2. Click the Organization Switcher from the breadcrumb path.

  3. Select the organization you wish to restore.

  4. Click Archive.

2

Select Archive to Restore

  1. Click Select for the Archive from which you wish to restore records.

  2. Click Next.

3

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.

When searching for an object, enter the Salesforce Object Label, not the Salesforce API Name. For example, enter Content Version, not ContentVersion.

  1. Check the objects you want to add.

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

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

To the right of the object’s name is a count of Added/Available child objects. In the screenshot below, the DealsImported object has 1 child object, and 0 have been added.

  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).

The Caution icon is designed to help you identify any child objects that may need to be restored along with the parent object. For example, if an Account record is archived, all records with a cascading delete relationship will also be archived. To successfully restore the Account record and all of its archived child records, you must select the deleted child records as well. The Caution icon helps you identify which objects should be included in the restore process.

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

4

(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.

5

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 restoring the object, while the left list shows the fields that are not selected. You can transfer fields between lists by selecting a field and clicking the arrows between them. Fields that are grey 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.

6

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.

No data will be restored to Salesforce at this time. You must review the restored data and execute the restore job before the data is restored to Salesforce.

  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.

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