Search & Compare

Search & Compare

Introduction

The Search & Compare feature enables users to identify, analyze, and restore data changes across Backups and Archives within Vault. It provides a structured way to search for specific records using defined criteria and compare data across selected point-in-time snapshots.

This functionality helps ensure data integrity, supports audit requirements, and enables controlled restoration of records when needed.

Overview

Search & Compare allows users to:

• Define search criteria using an advanced query builder

• Select a specific time range to identify relevant backups and archives

• Retrieve point-in-time data from historical snapshots

• Compare records across multiple snapshots

• Identify additions, modifications, and deletions

• Restore selected records based on comparison results

The feature operates on stored backup and archive data, ensuring that historical states of records can be reviewed and validated without impacting live environments.

Search results are presented in a structured comparison view, allowing users to analyze field-level differences and take appropriate action through targeted restore operations.

Step-By-Step Guide

Create The Job Config

1. Navigate to Search & Compare module and click on the Job Config.

2. Select the required Salesforce Org and click Apply.

3. Click New Config to create a new Search and Compare configuration.

Define Search Criteria

1. Specify the required parameters:

   1. From Date* – Select the start date.

      
   2. To Date* – Select the end date.

      
   3. Configurations* – Select one or more backup/archive configurations.

2. All mandatory fields must be completed before proceeding.

   

Select Object

1. Choose the Salesforce Object to be searched and compared.

   
2. The object selection determines the available fields and filtering options.

   

Select Fields and Apply Filters

1. Select the required Fields from the list.

2. Click Add Filter to define filter conditions, if required.

   
3. Modify the auto-generated query if customization is needed.

4. The query section dynamically updates based on the selected fields and filters.

   
5. Click Next to proceed.

Save Configuration

1. Enter the following details:

   1. Enter a unique Label*. (Alphanumerics, underscores, hyphens, and spaces are allowed.)

      

      
2. Specify Preserve The Result For* in days (Maximum: 30 days).

3. Enter a Description, if required.

4. Click Save to create the configuration.

   

   A screenshot of a computer AI-generated content may be incorrect.
5. Click Cancel to discard the changes.

6. After saving, a confirmation message is displayed:

7. Search And Compare config '' created successfully

   

   A screenshot of a computer AI-generated content may be incorrect.
8. Click OK to close the message and return to the configuration screen.

View Available Configurations

1. After selecting the Salesforce Org and clicking Apply, the configured records are displayed in the Job Config grid.

   
2. The grid displays:

   1. Label

   2. Object Name

   3. Config Names

   4. Search Range

   5. Created By / Created Date

   6. Modified By / Modified Date

   7. Query

   8. Actions

   9. Use Filter By to refine the list.

   10. Click New Config to create a new configuration.

View Query

1. Click the Query (</>) icon under the Query column to view the configured query.

   

   A screenshot of a computer AI-generated content may be incorrect.
2. The query is displayed in a dialog window.

   

   A screenshot of a computer AI-generated content may be incorrect.
3. Click OK to close the dialog.

Run Configuration

1. Click the Run (▶) icon under the Actions column to execute the configuration.

   

   A screenshot of a computer AI-generated content may be incorrect.

Edit Configuration

1. Click the Edit (✎) icon to modify the existing configuration details.

   

   A screenshot of a computer AI-generated content may be incorrect.

Clone Configuration

1. Click the Clone (📄) icon to create a duplicate of the selected configuration.

   

   A screenshot of a computer AI-generated content may be incorrect.

Delete Configuration

1. Click the Delete (🗑) icon to remove the selected configuration.

   

   A screenshot of a computer AI-generated content may be incorrect.

View All Config Names

1. Click the Config Names column to view all associated configuration names.

   

   A screenshot of a computer AI-generated content may be incorrect.
2. The Config Names dialog displays:

• A search field to filter config names

• The list of associated configurations

  

  A screenshot of a computer AI-generated content may be incorrect.

1. Click Close to exit the dialog.

Run Search and Compare Configuration

1. Initiate Run

   1. In the Job Config grid, click the Run (▶) icon under the Actions column for the required configuration.

      
2. Configure Job Run Details

   1. The Job Run Details dialog is displayed.

   2. The dialog shows:

      1. Object Name

      2. Auto-generated Label

      
3. Under Emails, select the email addresses to receive job notifications.

4. Click Search to execute the configuration.

5. Click Cancel to exit without running the job.

Restore Records from the Backups:

Vault displays the list of backups and archives identified based on the selected date range and the executed Search & Compare operation. From the resulting list, select the required backup to view its associated records. Individual records can then be selected and restored as needed.

1. As soon as the run is initiated, a new job will be start running, with an option to terminate the job run.

   

   

   
2. Access Job History: Navigate to Search & Compare → Job History.

   1. The page displays the list of executed Search and Compare jobs with the following details:

      1. Label

      2. Configuration Name

      3. Object Name

      4. Job Info

      5. Duration

      6. Created Date

      7. Valid Until

      8. Created User

      9. Status

      10. Actions

   2. Click on the required Label to view job details.

      
3. View Job Details

   1. The job details page displays:

      1. Org Name

      2. Job Label

      3. Configuration Label

      4. Selected Object

      5. From Date

      6. To Date

      
   2. The page lists associated backup jobs, including:

      1. Label Name

      2. Configuration Name

      3. Job Type

      4. Records Matched

      5. Created Date & Time

   3. Select the required backup entry to proceed.

4. Select Records for Restore

   1. Clicking the backup would open the Selected Object dialog.

   2. Use the available options to:

      1. Filter records using Columns, Operator, and Search Text

      2. Choose file: Upload a file using this option

      3. Navigate between record pages using the “Previous & Next” Rows

      4. Download results

      5. Change view

      
   3. Select the required records from the list.

   4. Click Restore to initiate the restore process.

   5. Click Cancel to exit.

5. Review Restore Prerequisites

   1. A validation message is displayed highlighting important considerations such as:

      1. Active triggers, workflows, flows, and validation rules

      2. Metadata size limitations

      3. Inactive owners

      4. Missing dependencies

      
   2. Review the information and click Got It to continue.

6. Restore Summary

   1. The Restore Summary dialog displays:

      1. Org Name

      2. Restore Label

      3. Batch Size

      4. Email Notification

      5. Salesforce Automation controls

      
   2. It also provides a summary of:

      1. Selected Metadata

      2. Selected Data

      3. Number of records

   3. Click Restore Now to proceed.

   4. Click Cancel to abort.

7. Restore Job Confirmation

   1. A confirmation message is displayed indicating that the restore job has been created successfully.

      

      A screenshot of a computer AI-generated content may be incorrect.
   2. Click OK to continue.

8. Access Restore Page: Click “OK” will redirects the navigation to the “Restore” module.

9. Observe the restore page for job details

   

   A screenshot of a computer AI-generated content may be incorrect.

   

   A screenshot of a computer AI-generated content may be incorrect.
10. View Restore Job Details

    1. Click the required restore job label.

    2. The details dialog displays: 1. MetaData and Data tabs 2. Toggle options to view:

       1. Failure Records

       2. Success Records

    3. Click Download to export results if required.

    4. Click Close to exit.

Search & Compare - Job History Page

1. Navigate to Search & Compare → Job History.

2. Select the required Salesforce Org and click Apply.

3. Review the list of backup jobs displayed with configuration name, object name, duration, and status.

4. Click the required Label to proceed with comparison.

   

   A screenshot of a computer AI-generated content may be incorrect.

Select Backups for Comparison

1. From all the listed backups, at least should be selected to perform comparison

   

   A screenshot of a computer AI-generated content may be incorrect.
2. Select two backup labels using the checkboxes.

3. Ensure two backups are selected.

4. Click the Compare button to initiate the comparison process.

   

   A screenshot of a computer AI-generated content may be incorrect.
5. Click Compare.

Save Compare Configuration

1. Enter a Label for the comparison.

2. Specify the number of days to preserve the result (maximum 30 days).

   

   A screenshot of a computer AI-generated content may be incorrect.
3. Add a description if required.

   

   A screenshot of a computer AI-generated content may be incorrect.
4. Click Save.

Search & Compare – Compare Operation

1. Review the confirmation message indicating that the comparison has started successfully.

2. Click OK.

3. Clicking OK Will redirect the navigation to the “Compare” screen.

Compare History Page

1. The recently triggered job would be running on the top of the list.

   

   A screenshot of a computer AI-generated content may be incorrect.

Compare Result View

1. Review the selected object and snapshot details displayed at the top.

2. Use filters such as All, No Changes, Modifications, or Deletions to navigate across the changes identified in the application.

   

   A screenshot of a computer AI-generated content may be incorrect.
3. Click the View Records icon to view field-level differences.

   

   A white notebook with black text AI-generated content may be incorrect.

View Record Details

1. Review field-wise comparison between Snapshot-1 and Snapshot-2.

2. Scroll to view additional fields.

3. Click Close to return to the results page.

Select Field

1. Click Select Field.

   
2. Map or modify required fields.

   
3. Click Apply to update the selection.

Fields to Compare

1. Click Fields to Compare.

   
2. Select the required fields (maximum 20 fields).

   
3. Click Compare.

Re-execution Confirmation

1. Review the confirmation message for re-execution.

   

   A screenshot of a computer AI-generated content may be incorrect.
2. Click OK.

3. Monitor the status update in Compare History.

Change View / Export

1. Click Change View to modify the column display.

   

   
2. Click Export to download the comparison results if required.

   

   

Review and Restore

1. From the compare results page, select the required record.

   

   A screenshot of a computer AI-generated content may be incorrect.
2. Click Review and Restore.

Restore Guidelines

1. Review the restore considerations displayed (triggers, workflows, dependencies, metadata limits, etc.).

   

   A screenshot of a computer AI-generated content may be incorrect.
2. Click Got It to proceed.

Restore Summary

1. Verify the Org Name and Restore Label.

   

   A screenshot of a computer AI-generated content may be incorrect.
2. Enter the required Batch Size (maximum limit 9999).

3. Select or modify the email notification address if required.

4. Configure restore options such as disabling workflows, triggers, validation rules, flows, or enabling serial mode.

5. Review the object, number of fields, and number of records.

6. Click Restore Now.

Restore Job Status

1. Navigate to Restore from the left panel.

   

   A screenshot of a computer AI-generated content may be incorrect.
2. Review the restore job entry with date, duration, success records, and status.

3. Monitor the job status until completion.

Search and Compare Config

1. Click the “pencil icon” to edit the already created job

   

   A screenshot of a computer AI-generated content may be incorrect.

   

   A screenshot of a computer AI-generated content may be incorrect.

Clone Configuration

1. Navigate to Search & Compare → Job Config.

2. In the configuration list, click the Clone icon under the Actions column for the required configuration.

   

   A screenshot of a computer AI-generated content may be incorrect.

Config Clone Window

1. In the Config Clone window, verify the Source Org.

2. Select the Destination Org.

   

   A screenshot of a computer AI-generated content may be incorrect.
3. Click the Configurations dropdown to choose the required configuration(s).

4. Enter a new Label for the cloned configuration.

5. Click Clone.

Select Configurations

1. From the dropdown list, select one or more configurations to clone.

   

   A screenshot of a computer AI-generated content may be incorrect.
2. On completing the required selections click “CLONE” to initiate the cloning

   

   A screenshot of a computer AI-generated content may be incorrect.

Metadata Validation Warning

1. If metadata differences are detected, review the warning message.

2. Check the listed Objects and Fields that may be missing in the target org.

   

   A screenshot of a computer AI-generated content may be incorrect.
3. Click Confirm to proceed or Cancel to abort the cloning process.

Clone Success Message

1. Upon successful cloning, a confirmation message is displayed indicating the target org.

   

   A screenshot of a computer AI-generated content may be incorrect.
2. Click OK to close the message.

3. Verify the cloned configuration in the destination org by selecting it from the Salesforce Org dropdown and clicking Apply.

Delete Configuration

1. In the configuration list, locate the required config.

   

   A screenshot of a computer AI-generated content may be incorrect.
2. Click the Delete icon under the Actions column.

Delete Confirmation

1. A confirmation message is displayed with the configuration name.

   

   A screenshot of a computer AI-generated content may be incorrect.
2. Click Delete to permanently remove the configuration.

3. Click Cancel to abort the deletion.

4. After successful deletion, the configuration is removed from the list.