How to restore or download Salesforce backups using Infrascale Cloud Application Backup

How to restore or download Salesforce backups using Infrascale Cloud Application Backup

Introduction

In this article, we will provide the steps on how to recover a Salesforce backup in ICAB (Infrascale Cloud Application Backup). Using ICAB, you can either export the data for download, or restore the data to your live environment. When exporting, the data is archived in a ZIP file, which can be downloaded locally or exported to Amazon S3, Azure Blob, Box, or Dropbox. 

Prerequisites

  1. Existing ICAB account.
  2. Salesforce edition with API access.

Instructions


Initial Steps

1) Log in to the ICAB Management Console.

2) Click Recovery and the click on Salesforce from the Navigation Panel.

3) Click on the Salesforce backup task from which you wish to recover the data.


4) Select the button for your preferred search method and refer to the corresponding sections down below:
  1. Locate Data via Snapshot
  2. Locate Data via Item Search


Locate Data via Snapshot

1) Enter the date range that you would like to restore using the Data changed From and To fields, and press Continue.

2) Select the snapshot you want to recover.


You can click  in the Action column to drill down into the snapshot and view the structure of the backed-up data. There you can select one or more items for recovery.

3) Once you select a snapshot the Restore and Download buttons become available. Select the option for your preferred recovery method and refer to the corresponding sections down below:
  1. Restore.
  2. Download.
1) Select Via Item Search and enter a word or phrase to search on.


You can also search by any of the following fields:
  1. Table: Enter the name of the table from which the data has to be retrieved.
  2. Created by ID: Enter a term that matches part of the user’s ID.
  3. Updated by ID: Enter a term that matches part of the user's ID.
  4. By unique Salesforce Record ID(s).
  5. Date from / Data to: Enter the date range that you would like to restore.
  6. Is Deleted: Select the check box adjacent to this field if you want to include deleted items in your search.
2) Click Continue. The Restore or download page will be displayed, showing the search results. Select the items you would like to restore or download. When at least one item is selected, you will be able to click on Restore or Download.

3) Select the option for your preferred recovery method and refer to the corresponding sections down below:
  1. Restore.
  2. Download.


Restore

1) Once you click on Restore, the restore confirmation window will appear, asking you about the following:


  1. Which account would you like to restore the data to? You can restore the data to a different Salesforce instance.
  2. Do you want to:
    1. Include metadata: If you want to include information about the fields, configurations, code, logic, and page, etc.
    2. Activate inactive users:  If you would like the restore process to automatically attempt to active inactive users to restore the associated data using their accounts. The users will be deactivated after the restore process. If the checkbox is left unmarked, the restore will attempt to insert the data as the current user.
    3. Disable triggers in restore: Mark this checkbox if you would like the restore process to automatically disable all Validation Rules, Workflows, Triggers, and Processes in the restored data. This doesn’t affect the triggers in the existing data at the destination organization.
  3. Choose one of the three available restore modes for identical records:
    1. Replace: The restored content will be merged with existing data. Deleted items and folders will be restored from the snapshot. Existing items will be overwritten with the snapshot version. Use this option to restore or repair deleted or modified items.
    2. Bypass: The restored content will be merged with existing data. Deleted items and folders will be restored from the snapshot. Existing items will be skipped. Use this option to restore deleted data.
    3. Duplicate: The restored data will be duplicated in the same location as the existing data, with a suffix that indicates that it is a copy. (The suffix contains the year, month, day, hour, minutes, and seconds, e.g., 20230401000525.) Deleted items and folders will be restored from the snapshot. Use this option to compare both versions of each file, to ensure the correct version is preserved.
  4. Choose the available account type to restore to:
    1. Production
    2. Sandbox

The backup data that you selected will be restored to the location that you specified. When the recovery process is complete, a summary will be sent to your email.
You can also check the Jobs page to see the status of the restore. 

Download

1) Once you click on Download, the download confirmation window will appear, asking you about the following:



2) Click the drop-down list under Export in .zip format and select one of the following storage locations:


If you select options other than “for download,” you may be asked for additional credentials and/or access tokens for the selected storage locations.

3) Select optional items. You can select the following options:
      a) Deleted items.
      b) Metadata.

4) Click OK. The download instructions will be sent to your registered email address.
The download link is only valid for 72 hours.

As another option for downloading, you can check the Jobs page. When the task is completed, the Download Results button will be active.