Slaesforce FAQ

how to recover data salesforce

by Miss Aileen Spinka Published 2 years ago Updated 1 year ago
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How to recover data (undelete / undo) in Salesforce?

  • If the data is deleted, then you can restore (undelete) the data from the recycle bin (unless of course you have hard...
  • You can run a SOQL query with “IsDeleted = TRUE ALL ROWS” and see if you are able to view the deleted data and recover...
  • If you have taken any CSV backup (either manually or through Salesforce’s...

To restore all deleted items, check the box in the column header and then click Undelete. When you undelete a record, Salesforce restores the record associations for the following types of relationships: Parent accounts (as specified in the Parent Account field on an account)

Full Answer

How to recover deleted data in Salesforce?

Once the records are deleted, it is stored in recycle bin for 15 days You can run a SOQL query with “IsDeleted = TRUE ALL ROWS” and see if you are able to view the deleted data and recover from here

How do I backup my Salesforce data?

The simplest option is to turn on the Salesforce data export service. With this option you will have at least a weekly or monthly backup depending on your Salesforce edition. In fact there is no reason why this should not be turned on for any Salesforce production org

How do I recover a deleted dashboard or report?

If a dashboard or report is deleted it's placed into the recycle bin for 15 days, where it's possible to restore them. However, once a dashboard or report has been emptied from the recycle bin or hard deleted it's not possible to restore or undelete it and there's no way for customers or Support to recover it.

How do I recover my sandbox in Salesforce?

If you're unable to recover, it may be possible to Salesforce Support to restore the sandbox but typically only within a 3 business day window after refresh or delete and as a last resort option. Note: There is no guarantee that Support will be able to recover your sandbox within the stated window.

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How do I retrieve data from Salesforce?

Export DataOpen the Data Loader.Click Export. ... Enter your Salesforce username and password, and click Log in.When you're logged in, click Next. ... Choose an object. ... Select the CSV file to export the data to. ... Click Next.Create a SOQL query for the data export.More items...

How do I backup and restore data in Salesforce?

Native Data Backup OptionsData Export Service: Manual or scheduled exports of your data via the UI. Export Backup Data from Salesforce.Data Loader: Manual on-demand exports of your data via the API. Export Data.Report Export: Manual on-demand exports of your data via reports. Export a Report.

How do I restore Salesforce?

How do I restore data back into Salesforce?Click the “Restore” button from any object page.Select the backup version and individual fields you would like to restore and click confirm.Review Your pending changes and when ready, click the Restore button.More items...

How do I recover erased data?

Recover Deleted Files from Windows PC:Right click on the Recycle Bin icon on desktop.Select Open from the context menu to view files.Check the box and select files you want to recover.Right click on a selected file.Choose 'Restore' to recover the file to its original location.

What is Salesforce backup and restore?

Backup & Restore – Salesforce's most comprehensive backup solution. Backup & Restore is a paid add-on, and will automatically backup, as well as restore your data in the event of data loss. Data Export Service – Allows you to perform a manual, or scheduled backup of your data via the Salesforce UI.

How long does Salesforce keep my data?

Einstein Activity CaptureLicense or environmentData stored over time and available on the activity timelineSales CloudDefault is 6 months To change the storage amount, contact Salesforce Customer Support. Amount can range from 3 to 6 months.SandboxDefault is 6 months Storage amount can't be changed.1 more row

Does Salesforce backup data?

In addition to the recently reintroduced Data Recovery Service, Salesforce continues to offer other native backup options to its customers. Salesforce's Weekly Data Export enables you to download a set of CSV files once a week for a specified set of standard or custom objects.

How do I restore a deleted file in Salesforce?

To restore all deleted items, check the box in the column header and then click Undelete. When you undelete a record, Salesforce restores the record associations for the following types of relationships: Parent accounts (as specified in the Parent Account field on an account)

Where is Salesforce data stored?

1) Objects in Salesforce Database In any relational Database, the data is stored in the form of tables. Each table consists of a number of columns with a certain type of data. These tables can also be related to each other using unique identifiers. An Object is a table with a set of fields and data records within it.

Is it possible to recover deleted files?

You can scan external media, such as USB drives and SD cards, as well as your computer's internal disk. If the deleted file is one you've synced or stored in the cloud, you can typically undelete it as long as your cloud provider offers some type of recycle bin or trash folder.

Where does the permanently deleted files go?

When you delete a file or folder, it goes into the Recycle bin, where you have a chance to restore it.

How do I recover files after emptied Recycle Bin?

To recover deleted files from the Recycle Bin without software:Open the Start menu and type "file history" .Select the "Restore your files with File History" option.Click the History button to show all your backed up folders.Select what you want to restore and click the Restore button.

How far back can you recover Salesforce data?

Data can be recovered up to 3 months back from the current date for production instance. Data can be recovered up to 1 month back from the current date for sandbox instance. Salesforce will give you a set of CSV files which you will then need to import in your Salesforce org using any import tools.

How long does a deleted record stay in the recycle bin?

Once the records are deleted, it is stored in recycle bin for 15 days.

Why is automatic backup important in Salesforce?

As your organization’s Salesforce owner, it’s important for you to protect this critical data . Automatic daily backup is the key to doing this. The best time to prepare for disaster is before it happens; when it does, you can be the calm one in the room who knows your missing data is just a few clicks away.

What is data restoration?

The Data Recovery service, formally known as Data Restoration, was a legacy process through which Salesforce could potentially recover customer data at a specific point in time. If you have no process in place for backing up your valuable Salesforce data, you’re taking a big chance. If something goes wrong that causes you to lose data, ...

Does Weekly Export include metadata?

If you have no way to back up this valuable data more frequently, you run the risk of losing it. Additionally, since the Weekly Export process does not include metadata, any customizations that are lost or accidentally changed would have to be manually rebuilt.

Does Salesforce have a weekly backup?

There are two constraints with the Weekly Export, though: Completing the Weekly Export is a manual process, and may require a lot of work. It doesn’t offer complete protection.

Native backup options offered by Salesforce

Salesforce recommends using a partner backup solution that can be found on the AppExchange. The reason they recommend this is almost entirely due to the challenges most experience when attempting to recover lost or corrupted data using native backup methods.

When considering a data protection solution, look beyond backup

The key takeaway for organizations is that you need to have both a backup AND recovery strategy in place for your Salesforce data. Having a copy of your data is important to meet the minimum standards of a backup. But the real challenge is the ability to restore the data back into Salesforce exactly how and when you need to.

Prevent data loss

Protect against unexpected system as well as human errors. Get automatic data backup and recovery in a few simple steps.

Recover data fast

Own your business continuity. Minimize business disruption by restoring data with just a few clicks.

Stay compliant

Satisfy industry standard requirements for disaster recovery while maintaining CCPA and GDPR compliance.

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