Restoring the Metadata/Data to the Salesforce Org
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Restoring the Metadata/Data to the Salesforce Org

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This article deals with the procedure for recovering the metadata/data to your respective Salesforce Org and provides information about the menu options that are available for restoring information in Vault.

Procedure

  1. Login to your Vault account.
  2. Click Restore from the Vault dashboard page and click on Restore Now.
  3. On the next screen, select your source Salesforce Org.
  4. Next, select the restore source and its configuration from the drop-down.
  5. Click Get Details.
  6. Based on restore source and configuration selection, the configured list will get displayed.
    1. To restore the source as a backup, you can select multiple backups for restoration.
    2. For hierarchical backup and archival, you can choose only one from the list.
      Important Note:
      Restore Source as nCino features will be displayed only for Salesforce Orgs configured with nCino objects. For detailed nCino restore features, refer to the article: nCino Restore Features
  7. Click on either EZ Restore or Selective Restore.

EZ Restore

EZ Restore copies everything from the source to the destination, including new, updated, and existing data.

Select the backup(s) from the list and click on the EZ Restore button.

The restore checklists are displayed on the next pop-up screen, which must be considered before we proceed with the restore operation. Once you've finished, click the Got It button. 

On the next screen, you will need to:

  1. Enter the label of your choice or leave the default label which was auto-generated.
  2. Specify the batch size for components to retrieve records. 10K is the max batch size that you can set per batch. This option is useful in running large jobs that would exceed normal processing limits. As per the Salesforce governor limit, you can deploy or retrieve up to 10,000 files at once or a max size of 40MB. Using Batch Size, you can process records in batches to stay within platform limits. If you have a lot of records, processing records through batches are your best solution.
  3. Next, you can select the criteria for the restore to get performed:
    1. Disable Workflows: On selection, all the workflows of the Salesforce objects will be deactivated, and the data would be transferred from the source to the destination sandbox. Once the restore is completed, workflows will get activated.
    2. Disable Validation rules: Validation rules verify that the data a user enters in a record meets the criteria you specify before the user can save the record. On selection, all the validation rules of the Salesforce objects will be deactivated, and the data would be transferred from the source to the destination sandbox. Once the restore is done, validation rules will get activated.
    3. Enable serial mode for Bulk API: Serial mode processes batch one at a time, however, it can increase the processing time for a load.
    4. Disable Relationship Mapping: On selection, the child objects related to selected objects will not get fetched.
    5. Disable Triggers: To ensure a successful recovery when working with data and metadata, you may wish to disable any triggers you have set. This feature disables Salesforce triggers only.  Any managed package triggers will not be disabled.
  4. The list of metadata and data objects replicated will be displayed for the last time before the restore process begins. You will not have options to select individual objects as it is a full restore process.
  5. Click Restore Now.

Selective Restore

This option allows you to select specific metadata/data that gets restored only to the target org. 

Select the backup(s) from the list and click on the Selective Restore button.

The next screen displays the list of metadata and data objects that will get replicated. From the list of Metadata and Data type components, the user needs to select the components (along with its member) that will get restored.

  1. Under the Metadata tab, you can choose the metadata members for each metadata type.
  2. Under the Data tab, you have multiple configurations to choose from:
    1. Schema: The schema will allow you to view all the corresponding child objects for your selected object.
      Point to Note:
      You may notice in the schema view that some of the objects are auto-selected by default and cannot be unchecked. These are the child objects of its parent object which will be restored for sure if its parent object is selected. However, for other objects which are related to the selected object in some other way, you may have the option to choose them manually.
      When you click the Save button, a warning popup appears, stating that you must select the appropriate hierarchy for the restore procedure, or the process will fail. To dismiss the popup notification and return to the previous screen, click OK.
    2. Selected Records: By default, all the records available in the objects will be auto-selected. To select specific records, click All under Selected Records which will lead you to a popup box where you can select the record. Post selection the summary table should show the number of records selected.
      You also have the option of importing records from a CSV file. To upload the CSV from your local system, click the Choose File button in the top right corner of the screen.
    3. Selected Fields: By default, all the fields will be selected for the objects selected. Clicking on “All” under the Selected Fields column will open a popup window with all the fields listed for the selected objects. You can also use the search filter to search for a specific field faster. Here, you can map your source field with the destination field. By default, the destination field should be mapped based on the source field name.
      Important Note:
      1. The mandatory fields are auto-selected, and therefore you do not option to disable them. For example, the ID field.
      2. It is mandatory to select at least one field, if no field is selected and you try to proceed further, a warning popup will be displayed stating “Select at least one field to proceed”
      3. The fields which were unchecked will have a null value in the record.
      Based on your selection, the restore will happen for only selected fields. Post selection the summary table should show the number of fields selected.
  3. Click on Trigger Restore.
  4. The restore checklists are displayed on the next pop-up screen, which must be considered before we proceed with the restore operation. Once you've finished, click the Got It button. 
  5. On the next screen, you will need to:
    • On the next screen, enter the label of your choice or leave the default label which was auto-generated.
    • Specify the batch size for components to retrieve records. 10K is the max batch size that you can set per batch. This option is useful in running large jobs that would exceed normal processing limits. As per the Salesforce governor limit, you can deploy or retrieve up to 10,000 files at once or a max size of 40MB. Using Batch Size, you can process records in batches to stay within platform limits. If you have a lot of records, processing records through batches are your best solution.
    • Next, you can select the criteria for the restore to get performed:
      • Disable Workflows: On selection, all the workflows of the Salesforce objects will be deactivated, and the data would be transferred from the source to the destination sandbox. Once the restore is completed, workflows will get activated.
      • Disable Validation rules: Validation rules verify that the data a user enters in a record meets the criteria you specify before the user can save the record. On selection, all the validation rules of the Salesforce objects will be deactivated, and the data would be transferred from the source to the destination sandbox. Once the restore is done, validation rules will get activated.
      • Enable serial mode for Bulk API: Serial mode processes batch one at a time, however, it can increase the processing time for a load.
      • Disable Relationship Mapping: On selection, the child objects related to selected objects will not get fetched.
      • Disable Triggers: To ensure a successful recovery when working with data and metadata, you may wish to disable any triggers you have set. This feature disables Salesforce triggers only.  Any managed package triggers will not be disabled.
  6. Click Restore Now.
  7. You'll be taken to the Restore Summary screen, which will display the status of the recently triggered restore activity.

More Information

For each restore activity triggered in Vault, you will find the below details:

AttributeDescription
LabelThe label name that you have assigned for your restore activity.
Click on the Label to find the list of successful/failed metadata and data members that are part of the restore operation. Also, you have the option to Export to save the restored metadata/data info in CSV format locally. 
Backup InfoGet a snapshot of your restore operation
Date/TimeDate and time stamp for your restore operation
DurationTotal time took to complete the restore operation
MetaSuccessTotal count of metadata objects that were successfully restored
MetaFailureTotal count of metadata objects that failed to restore
SuccessRecordsTotal count of data objects that were successfully restored
FailedRecordsTotal count of data objects that failed to restore
StatusRestore status (success or failed)
ActionsAdditional actions:
  • Restore summary: View the restore summary report
  • Log: Find the log details for your restore operation
  • Abort: For an ongoing replicate operation, you can abort the process in between using the Abort icon

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