Slaesforce FAQ

how to restore data in salesforce

by Mr. Jaleel Hickle Published 2 years ago Updated 2 years ago
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Restore a Salesforce record 1. Browse your folders or use the search to find your record. Note: Records are found in Objects > object type. 2. Optional: If you want to restore a record from an earlier point in time, select the Snapshots Viewer, and then select the appropriate snapshot. 3. To the right of the record, select ••• > Restore.

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 from Recycle Bin in Salesforce classic?

Access the Recycle Bin and change the drop down menu to All Recycle Bin. Search for the missing records, or sort the data to manually review the deleted records. Review Recycle Bin. If the record is visible in the Recycle Bin, select that item and click Undelete to restore it, review View, Restore, and Manage the Recycle Bin in Salesforce Classic.

Why can’t I restore my data to Salesforce?

If something goes wrong that causes you to lose data, you won’t have it available to restore to Salesforce. The Salesforce Data Recovery Service is really the only option for getting data back when you haven’t been doing regular backups of some kind.

What is data recovery in Salesforce?

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.

How long does it take Salesforce to restore a lookup relationship?

Note Salesforce only restores lookup relationships that have not been replaced. For example, if an asset is related to a different product prior to the original product record being undeleted, that asset-product relationship is not restored. Deleted records remain in the Recycle Bin for 15 days, and can be restored during that time.

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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 you restore data?

From Settings, tap your name at the top of the screen. Tap Samsung Cloud, and then tap Restore data. Select your desired device backup, and then select the content you want to restore. Next, tap Restore, and then tap Install if prompted.

How do you restore a record after it has been deleted?

After you have deleted records, the records are placed in the Recycle Bin for 15 days, after which they are permanently deleted. While the records are still in the Recycle Bin, you can restore them using the undelete operation.

How do I undo a delete in Salesforce?

Undo a Record Delete in Lightning ExperienceOpen an Opportunity Record in Lightning Experience. Click the Delete button. ... Click Delete.Users will be prompted with a Popup that the Opportunity was deleted with an "Undo" Link to revert the deletion.

What is the meaning of restore data?

Data restore is the process of copying backup data from secondary storage and restoring it to its original location or a new location. A restore is performed to return data that has been lost, stolen or damaged to its original condition or to move data to a new location.

What is difference between restore and backup?

So, when we're talking about cloud backup and restore solutions, you might say backup is what goes up to the cloud, and restore is what comes back down. Even if you're performing backups manually, it's a directional thing—backups are outgoing data, while the restore is about incoming data.

How do I retrieve a deleted record in Salesforce?

Use the Data LoaderIn the Data Loader, click Export All.Select the object and choose the target for export file. Click Next.Click Select all fields.Create filter 'IsDeleted' = True. Click Add Condition.Click Finish.Open the CSV file.Column 'Last Modified By ID' is the User record ID that deleted the record.

How do I restore a deleted report in Salesforce?

Firstly you have to click the Home tab, On the left side, there is Recycle Bin Click the Recycle Bin and select deleted Report, and click Undelete button. Note: If your deleted record has more than 15 days than you can't restore that. Check the Screen Short. Hope it Helps you.

How do I restore a deleted Salesforce Lightning record?

To access your Recycle Bin, from the App Launcher, find and open it, or add it to your navigation bar.To restore records, select them and click Restore.

How do I restore a list view in Salesforce?

Select name of list view to be deleted from drop - down list. Click Delete Button as there is no option or button to restore the list view....Classic:Click on any object tab.Click New View.Fill details, filters and fields to display.Click Save.Now list view is available in list of views in Views drop down.

What is Undelete in Salesforce?

The after undelete trigger event only works with recovered records—that is, records that were deleted and then recovered from the Recycle Bin through the undelete DML statement. These are also called undeleted records.

How do I undelete multiple records in Salesforce?

Login to Workbench using your Salesforce credentials and select the queries drop-down | SOQL Query. Select the object that contains the records to be restored. Select Include under List and for Deleted and archived records. And select View as CSV.

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, ...

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.

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.

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