OPTIONAL: You can use the search icon under “action” to drill down into the snapshot to view the structure of the backed up data, here you can select one or more items for recovery, select via the toggle box.

Once you have select the snapshot or individual items the “Restore” and “Download” buttons become available. In this guide we are pressing “Restore”.

You will see a restore confirmation window that asks you to confirm the following:

·         Which account to restore the data to (as data can be restored to a different Salesforce instance).

·         Do you want to:

o   Include metadata – information about the fields, configurations, code, logic etc

o   Activate inactive users – restore process can automatically attempt to activate inactive users to restore the associated data using their accounts. The users will be deactivated after the restore process. If the checkbox is left unmarked, the restore will attempt to insert the data as the current user.

o   Disable triggers in restore - Mark this checkbox if you would like the restore process to automatically disable all Validation Rules, Workflows, Triggers, and Processes in the restored data. This doesn’t affect the triggers in the existing data at the destination organization.

·         Choose one of the three available restore modes:

o   Replace: The restored content will be merged with existing data. Deleted items and folders will be restored from the snapshot. Existing items will be overwritten with the snapshot version. Use this option: to restore or repair deleted / modified items

o   Bypass: The restored content will be merged with existing data. Deleted items and folders will be restored from the snapshot. Existing items will be skipped. Use this option: to restore deleted data.

o   Duplicate: The restored data will be duplicated in the same location as the existing data, with a suffix that indicates that it is a copy. (The suffix contains the year, month, day, hour, minutes, and seconds, e.g., 20230401000525.) Deleted items and folders will be restored from the snapshot. Use this option: to compare both versions of each file, to ensure the correct version is preserved

·         Choose account type.

o   Production

o   Sandbox

 

The backup data that you selected will be restored to the location that you specified. When the recovery process is complete, a summary will be sent to your email.

 

You can also check the Jobs page to see the progress of your task. See "Tracking Recovery Tasks on the Jobs Page."