Salesforce backup and restore for data, files and metadata
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Mathijs
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Question about restoring full backup

Post by Mathijs »

I have a best practice question about restoring a full backup. Let's say for instance, a disaster or fraudulent breach is discovered on the 18th of September, and we want to restore the entire Salesforce environment to how it was on the 16th of September. What would be the best practice? Looking around in Veeam Salesforce, the most I can restore at once is a one record with all their fields.

Is this possible, if so how can we do this?

Thanks!
MIvanov
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Re: Question about restoring full backup

Post by MIvanov »

Hello @Mathijs , welcome to RND forums.
That depends on the scope of the restore. If you are speaking about data/files, than you would need to execute several restore sessions by hierarchy trees for data and then for files.
Of course, you need to consider data criticality and priority of restore. In production scenario, I would advise you to open a support case so that the team could help you during the process.

If this is a hypothetical scenario, I would start from restoring the Account hierarchy - that will give you contacts, contracts, opportunities etc - all the way down and up as well.
With version 3, you can select a restore point, 16th of September, which will provide you with all accounts that existed on that date.
Next, you would select all Accounts and set up their hierarchy to, let's say, 10 levels. Bare in mind, this is a large restore. To allow this, you would need to flex the advanced setting that prohibits large hierarchy restores by default, as a safety measure.

After this restore is done, I would then identify next most important object trees and continue the process. And so on.

Also, you will likely run out of bulk APIs calls during that restore so you would need to plan what goes first with Bulk, and what can be postponed until next 24 hours or, if not too many records, can be completed with Rest APIs. Restore jobs can be cloned and repeated to continue the restore scenario.

Real case of restoring the full production cannot be done with one click with any vendor. Each Salesforce org is too specific and has plenty of customizations that will most definitely complicate the restore.

If there is a case to restore metadata, you would want to do this restore first and, of course, the scope would matter as well. Everything means you need to know your sequence of restore, what metadata needs to go first. Salesforce does not allow pushing one big package of everything, it will fail the deployment job.

hope this helps!
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