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  1. Home
  3. Cohesity Alta SaaS Protection Administrator's Guide
  5. Perform restores using Administration portal
  7. About Salesforce Data, Metadata, and CRM Content restore and Sandbox seeding
Cohesity Alta SaaS Protection Administrator's Guide

About Salesforce Data, Metadata, and CRM Content restore and Sandbox seeding

Here is the overview on the restore procedure for you need to perform for Salesforce Data, Metadata, CRM Content, and Sandbox seeding.

Salesforce Data, Metadata, and CRM Content restore

Table:

Restore of the Standard and Custom objects (Structured data)

This procedure restores structured data that includes standard and custom objects, its associated records, nested child objects and records, and linked files, attachments, documents, and notes.

You can restore the structured data in two ways:

  • Restore the whole object:

    Restoring the whole object method is most suitable when restoring many or all records within the object. The process may take longer, as all records within the selected object are compared with records in the target Salesforce instance before the restore.

    See Restore Standard and Custom objects (Structured data restore).

  • Restore specific records within the object :

    If the records to be restored are known, you can select the exact records using queries. This method is faster compared to restoring the whole object.

    See Restore specific Records (Structured data) using Query filters.

Restore of the Salesforce CRM Content (Unstructured data)

This procedure restores unstructured data, such as files and documents that are not linked to structured data. It includes files and documents from public/shared libraries created using the File tab tab. It also includes restoring all public/shared libraries.

See Restore Salesforce CRM Content (Unstructured data restore).

Restore of the custom Metadata

This procedure restores the metadata such as profiles, roles, settings, and so on associated with the data.

See Restore Salesforce Metadata.

Note:

Restoring the Connected app removes the ConsumerKey from the .zip file before restoring, as a new ConsumerKey is generated at the destination organization.

Sandbox seeding

You can restore the Salesforce data and metadata to the same or another Salesforce instance. Restoring data and metadata to another instance is also referred as Sandbox seeding. Cohesity Alta SaaS Protection supports the following configurations for Sandbox seeding:

  • Production to Sandbox

  • Sandbox to Sandbox

The following are the prerequisites to perform Sandbox seeding:

  • Configure a separate export location for the target Salesforce organization.

    Note:

    You are required to add a Salesforce connector for the target Salesforce organization. This process auto-creates an export location for it.

Note:

To restore an inactive owner, refer to the link: https://help.salesforce.com/s/articleView?id=000386875&type=1

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