Comparing Two Backups

To compare two backup activities of a Salesforce org or to compare one of the back-ups with live data in Salesforce, do the following:

1. Login to your Vault account.

2. Click COMPARE.

3. On the Compare screen, select the desired Salesforce org and the Configurations of your choice and click on GET DETAILS.

4. The list of backups performed to date will display. Hierarchical and archival backups are not supported for Compare functionality.

Step-By-Step Guide:

1. Click on the “Job Configs” section under the “Compare” module to observer the list of backups available for compare operations.

2. Select the required backup(s) from the list of backups available to perform a “Backup-to-Backup” compare operation.

   

   
3. On selecting the backups, observe the details of the Snapshot1 and Sanpahot2.

4. The Snapshot1 represents the older backup among the selected backups for the comparison to be performed.

5. The Snapshot 2 represents the latest among the backups selected.

6. The Snapshot 1 will be compared against the Snapshot2.

7. After selecting the required backup. Click “COMPARE” to initiate the compare operation.

8. The compare operation will fetch and display the objects that are part of the backups in the next screen.

   
9. Choose the object to perform the compare operation on.

   
10. Both the Account and Fields to Compare sections display the fields available for evaluation. These sections are reviewed to identify and confirm the fields included in the comparison.

    
11. Click on the object to observe the fields in the object.

    
12. Click on the field “Fields To Compare” to observe the list of fields.

    

    
13. The “Clickable Object” and the “Fields To Compare” is useful to specify the fields that should be part of the compare operation.

    1. Only the fields selected under these will be part of the compare operation.

14. Click on the “COMPARE” button to initiate the compare operation.

    
15. Clicking compare will show the “Compare -Save Config” screen.

    
16. Observe the following fields on the screen:

    1. Label(required field): Enter a label for the job

    2. Preserve the result for: will specify the retention period for the compare results. The minimum retention period is for “7 Days” and the maximum retention period for the compare results will be for “30 Days” only.

    3. Description: allows to enter a fitting description to the job.

17. Click “SAVE” on entering all the required details.

18. Clicking “SAVE” will show a pop-up saying, “Comparison is initiated successfully. Notification will be sent to your email once the comparison is completed.”

    1. Once the compare job is completed, an email will be triggered to the user.

19. Click “OK” to be redirected to the “JOB HISTORY” page of the flow.

    
20. Observe the list of jobs on the page.

    
21. The recently triggered job will be initially in progress, until the job run is completed.

    

    
22. Once the jobs run is completed successfully, a blue tick”” will be displayed at the status of the triggered job.

    
23. Click on the “Compare Label” to navigate to the compare results screen.

    
24. Compare Results – View All Records

    1. Displays a consolidated list of comparison results for the selected object using the chosen snapshot pair.

    2. Shows All records by default, including unchanged, modified, and deleted entries.

    3. Provides category filters – All, No Changes, Modifications, and Deletions – to refine the displayed results.

    4. Includes options such as Select Field, Review and Restore, Fields to Compare, Compare, Change View, and Export for further actions.

    5. Allows searching within displayed columns and navigating through paginated results using Previous 100 Rows and Next 100 Rows.

25. Compare Results – No Changes Filter

    1. Displays only those records that have no differences between Snapshot1 and Snapshot2.

       
    2. Highlights the No Changes filter as selected, narrowing the view to stable or unaffected records.

    3. Provides quick access to view record-level details using the View Records icon.

    4. All action buttons, such as Fields to Compare, Compare, and Export, remain available for further analysis.

26. Compare Results – Modifications Filter

    1. Shows only modified records where field-level differences exist between Snapshot1 and Snapshot2.

       
    2. Modified values are visually emphasized (highlighted in yellow) to help quickly identify field differences.

    3. Allows reviewing and restoring modified records through the Review and Restore option.

    4. Supports column-based analysis for changed fields and navigation through the filtered result set.

27. Compare Results – Deletions Filter

    1. Displays only the deleted records identified between the compared snapshots.

       
    2. Highlights the Deletions filter as selected to isolate removed records.

    3. Deleted values are visually marked red for easy recognition.

    4. Allows opening individual record details using the View Records option.

    5. Retains access to export and comparison tools for audit or restoration purposes.

28. Filtering Records by Column in Compare History

    The Columns filter enables narrowing the displayed results to records that match a specific field value. This feature is useful when reviewing large comparison datasets or when focusing on particular attributes.

    
29. Selecting a Column for Filtering

    A dropdown list provides all available fields for the selected object. A field is chosen from the list to define the basis of the filter.

    
30. Viewing Filtered Results

    1. After selecting the desired field, a value is entered in the Search box to locate matching records. Selecting GO initiates the filter and updates the results accordingly.

    2. Once the filter is applied, the results table displays only those records that match the specified value in the chosen field. Pagination controls at the bottom allow navigation through the filtered dataset as needed.

    
31. View Records

    1. Displays a list of comparison results with a View Records icon for each row, allowing detailed inspection of the selected record.

    2. Each icon opens a modal window showing a side-by-side comparison of Backup(s) Data for the corresponding object record.

       

       
    3. Shows three columns:

       1. Field – the field name being compared

       2. Snapshot1 – the oldest backup among the selected

       3. Snapshot2 – the latest backup among the selected

    4. Provides a clear view of individual field values, helping identify differences across snapshots.

       
    5. Highlights differences wherever applicable to assist in identifying modifications quickly.

    6. Allows users to validate record-specific changes without navigating away from the comparison results page.

32. Fields to Compare

    1. Displays the Fields to Compare option, allowing refinement of the comparison by selecting only specific fields from the chosen Salesforce object.

    2. Opens a field-selection window listing all available fields for the selected object, including the field label and API name.

       
    3. Provides a Filter search bar to quickly locate specific fields.

    4. Allows enabling or disabling fields using checkboxes to customize the comparison criteria.

       
    5. Ensures essential fields remain selected and non-editable when required `(e.g., ID field).

    6. Includes Apply and Cancel actions to confirm or discard field-selection changes.

    7. Once applied, updates the comparison results grid to display and compare only the selected fields.

33. Change View

    1. Provides an option to customize the visible columns in the comparison results.

       
    2. Opens a dialog displaying the list of all available fields for the selected object.

       
    3. Displays the count of currently selected fields and indicates the maximum allowed column limit.

    4. Click OK to apply the updated view or Cancel to discard changes.

34. Export Records

    1. Click Export on the Compare History page to download the comparison results.

       
    2. An Export dialog appears with three export options:

       1. All Records – Exports every record involved in the comparison, regardless of what is currently visible.

       2. Records Displayed on the Current Page – Exports only the records shown on the active results page.

       3. Selected Records – Exports only the records manually selected using the row checkboxes.

    3. Choose the preferred export option and click OK to generate the export file.

       
    4. Click Cancel to close the dialog without exporting.

35. Re-Run Compare Job: The Re-Run action allows an existing compare job to be executed again using updated field selections or the same configuration.

    1. Access the Re-Run Option

       1. Navigate to Compare → Job History to view the list of completed compare jobs.

          
       2. In the Actions column, click the Re-Run icon for the desired job.

    2. Confirm Re-Run

       1. A confirmation dialog appears. Select OK to continue or Cancel to abort.

          
    3. Select Fields to Compare

       1. The Select Fields window opens, displaying all available fields for the selected object

          
       2. Modify the field selections as needed.

       3. Click COMPARE to initiate the new comparison.

    4. Job Queued

       1. The job status updates to In Queue, indicating that the comparison is scheduled for execution.

          
    5. Job Initiation

       1. Once processed, the new run appears in the job history with a fresh timestamp and updated status

          

1. Next,

• Select one backup from the list to compare the backup data with live data from Salesforce org or,

• Select two backup activities to compare them and show the metadata and data difference results.

1. Click COMPARE or LIVE COMPARISON based on the backup selection.

2. On the next screen, view the metadata/data comparisons between two backups. Use the Search filter option to find any specific record.

1. Click on the individual object to view the detailed line-level comparison report between two backups.

1. You can filter the comparison report based on the record types i.e., whether the records were modified, deleted or no changes happened to date.

1. You can even search for specific columns and text to filter and view the comparison record faster.

2. Select the Report you want to compare, then click on TRIGGER RESTORE.

1. Follow the instructions on the Compare checklist.

1. Click Got It after you've gone through the checklist to close the pop-up screen.