Restore Salesforce CRM Content (Unstructured data restore)
You can use this procedure to restore unstructured data such as files and documents that are not linked to structured data. It includes files and documents.
See Salesforce Objects not supported for restore.
See Limitations of Salesforce Data restore.
To restore Salesforce CRM Content (Unstructured data)
- Access the Cohesity Alta SaaS Protection Administration portal.
- On the home page, click Content.
- On the Content page, do the following:
From the upper left dropdown list, select the Salesforce Metadata Stor that contains backup of your organization.
From the dropdown list next to the selected Stor, select All content.
Note:
You can search for the required item using the Filter by name field.
The left pane lists all connectors that are mapped to the selected Stor.
- On the left pane, do the following:
Expand the connector name folder.
The organizations mapped to this connector are listed.
Expand the organization name folder.
Select the Data folder.
Browse for the required data that is to be restored.
- Click Restore at the upper right of the page.
You are directed to the Restore page that displays the following details:
Restore Mode field
This field displays the value as Metadata.
Restore point field
This field displays the recovery point that you have selected using step 3.
If you want to restore the data from another restore point, select the required one from the dropdown list.
Restore to Salesforce organization field
This field lists the Export services configured for different Salesforce organizations.
Select the Export services for the destination organization.
- Expand Advanced options and do any of the following:
Select the Validate only check box to validate (pre-check) the selected Metadata type for dependencies without restoring them.
Clear the Validate only check box to continue the restore.
- Click Next.
- On the Email notifications page, enter the email addresses of the users who need to be notified on the completion of the restore operation.
- Click Next.
- Verify the details and click Restore.
After the restore is initiated, you can go to the Restore dashboard to view the restore progress.
- Navigate to the destination Salesforce organization to confirm that the restore is completed successfully.