Restore Salesforce records

Keepit supports in-place restore for individual Salesforce records. Records can be restored by themselves or together with related records (all records lower in the hierarchy). 

Keepit also supports in-place restore of multiple Salesforce records at a time. The option to also restore related records is not available in a bulk restore. 

To restore multiple records at a time with related items, use the restore wizard.

The restore wizard is also how you can restore records to a different environment, restore only specific fields, and anonymized data that is restored.

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.

Note: To preview the record, select the item to open the File Previewer. In the upper-left corner, select the Restore icon.

4. Select the method of restore and then select Next.

• Restore only this record - This option restores only the selected record and no related records. 
• Also restore related records - This option restores the selected record along with all related records. 

5. Review the restore summary and then select Confirm.

Notes

• Regardless of the selected restore method, the Job Monitor may show that more items were restored than initially selected. These extra items are metafiles necessary for the item’s proper functionality, though they are not visible in Salesforce.
• We cannot restore the related records of RTBF-marked related records. In this case, the restore job will be marked as incomplete. 

Restore Salesforce records in bulk

You can restore multiple records at once, but note that the option to restore related records is not available for bulk restores.

To restore multiple records, select the desired items and click Restore in the toolbar.

Restoring deleted items in bulk

Deleted items cannot be restored in bulk directly. You can restore these items individually by selecting ••• > Restore.

To restore deleted items in bulk, you’ll need to open a snapshot from a time before the items were deleted. For example, if you want to restore several items from a deleted folder, check the folder's timestamp, open the Snapshots Viewer, and select a snapshot from a time before the folder was deleted. This will enable the option to restore the items in bulk.