Rolling Back a Migration

Overview

This article explains how a data migration Rollback works and how to perform one. A Rollback reverts your organization's migrated records to their pre-migration values: updated records are restored to their previous values, and inserted records are deleted.

How Rollback Works

A Rollback reverts your migrated records to their pre-migration state. To maintain data integrity, a Rollback reverts all objects, records, and fields defined in the migration template.

Data Migrator uses two commands to migrate records: UPDATE and INSERT. Each command is handled differently during a Rollback.

UPDATE

The UPDATE command applies to records that are matched between the source and target organizations through record mapping. Before Data Migrator applies the update to the target record, it saves a snapshot of that record. The snapshot includes only the fields defined in the migration template. During a Rollback, Data Migrator applies the snapshot to the target record, returning the migrated fields to their pre-migration values.

INSERT

The INSERT command migrates a new record to the target organization. When a record is inserted, Data Migrator records the new record's ID. During a Rollback, Data Migrator uses this ID to identify the inserted record and, because the record did not exist in the target organization before the migration, deletes it.

Potential Data Loss

A Rollback restores records to their pre-migration values, so any changes made to a record after the migration are also lost. This applies to records that were either updated or inserted during the migration.

Rollback Availability and Limitations

• Rollbacks are currently available indefinitely. A future Data Migrator update may add a time limit on how long a rollback remains available. If a limit is introduced, this note will be updated to reflect the change.
• You cannot select specific objects and roll them back individually.
• For data migrations performed before the Rollback feature was released, the Rollback button will not be available.

How Rollback Data Is Stored

Data Migrator migrates records directly from the source organization to the target organization in a single, in-transit process. It persists only the migration results and the rollback snapshot.

Before a migration runs, Data Migrator stores a snapshot of the existing records so the migration can be reversed. The data stored depends on the command used:

• Inserted records: Only the record IDs are stored. During a Rollback, these IDs are used to delete the inserted records.
• Updated records: Only the field values needed to restore each record to its pre-migration state are stored.

Encryption

The rollback snapshot is encrypted at rest using SSE-S3 (AWS-managed keys) and stored within your Data Migrator tenant. Data is also encrypted in transit during migration. Data Migrator does not currently support Bring Your Own Key (BYOK).

Rollback Migration

1

Select Migration

1. Click History from the left sidebar menu.
2. Click the Migrate operation you wish to roll back.

   

2

Start Rollback

1. Click Rollback.

   
2. Review the table to see the total number of records to be rolled back, how many will be restored, and how many will be deleted.

   

During a Rollback, each record is either restored or deleted, depending on how it was migrated.

• Restored: Records that existed before the migration were migrated with an UPDATE operation. These records are restored to their previous values.
• Deleted: Records added during the migration were migrated with an INSERT operation. These records are deleted because they did not exist before the migration.

3

(Optional) Disable Automations

When running a rollback, automated Salesforce processes remain active by default. To prevent these processes from triggering during the rollback, you can selectively disable them at the object level. Disabling automations for one object affects only that object.

Each process below is disabled individually for each object in the template.

• Triggers
• Workflows
• Flows
• Validation rules
• Lookup filters

Automated processes are disabled only during the rollback and are restored once the rollback is complete.

Automations are disabled only for the objects they are selected in. They remain enabled for other objects in the template. Disable automations for each object you want to affect.

1. To disable Salesforce automations for an object, click Automations.

   
2. Check any of the automations you want to disable.
3. Click Save.

   
4. When automations are disabled for an object, the Automations button will display a red dot.
5. Repeat this for all objects you want to disable automations for.

4

Run Rollback

1. Click Run to start the Rollback job.

   
2. After you start the Rollback job, it will appear on the History page.

   

5

Review Rollback

After the rollback completes, you can review the results to see which records changed and whether any errors occurred. The rollback job results page closely resembles the migration job results page, so the steps below provide only a brief overview.

For more details, see the following article on how to view migration results.

• Viewing Migration Results

1. Click History from the left sidebar menu.
2. Click the Rollback operation you wish to review.

   
3. Check for any Failed Records.
4. Click each object on the template canvas to view detailed results for the object.

   
5. Each record that was rolled back will list whether it was deleted or restored in the Operation column.