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

Restore Salesforce Metadata

This procedure restores the Metadata such as profiles, roles, settings, and so on associated with the data. Before initiating Metadata restore, refer to the following topic:

See Key considerations for Salesforce Metadata restore.

To restore Salesforce Metadata

  1. Access the Cohesity Alta SaaS Protection Administration portal.
  2. On the home page, click Content.
  3. On the Content page, select the required Salesforce Metadata Stor from the upper left drop-down list.

    Note:

    Metadata for all the Salesforce organizations that is backed up through different connectors can be stored in one Stor (unlike Data which is captured in separate Structured Stors).

  4. On the left pane, do the following:

    Note:

    To view a specific connector, organization, or Metadata type, you can enter its name in the Filter by name field.

    • Expand the required connector.

      The names of the associated Salesforce organizations are listed.

    • Expand the Salesforce organization name.

    • Click the Metadata folder.

      The restore points available in the backup are displayed on the right pane.

    • Click the required restore point.

    • Click the unpackaged folder. It contains all the unmanaged Metadata type.

    • Click the Metadata type that is to be restored.

      For example, applications.

  5. On the right pane, do the following:
    • Select checkbo(s) of the Metadata components that are to be restored.

    • Click Restore at the upper right of the page.

    Note:

    You can download a Metadata component by clicking Download if you want to review the contents of the Metadata component.

    You are directed to the Restore page that displays the following details:

    Restore Mode field

    This field displays the value as Metadata as you have initiated the Metadata restore process.

    Restore point field

    This field displays the recovery point that you have selected using Step 3.

    Restore to Salesforce organization field

    This field displays the Export services configured for different Salesforce organizations.

    Select the Export services for the destination organization.

  6. Expand Advanced options and do one of the following:
    • Select the Validate only check box to validate (pre-check) the selected Metadata type files for dependencies without restoring them.

    • Clear the Validate only check box to continue the restore.

  7. Click Next.
  8. Enter the email addresses of the users who need to be notified on the completion of the restore operation.
  9. Click Next.
  10. Verify the details and click Restore.

    After the restore is initiated, you can go to the Restore dashboard to view the restore progress.

    See About Restore dashboard.

  11. Navigate to the destination Salesforce organization to confirm that the restore is completed successfully.

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Key considerations for Salesforce Metadata restore

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Limitations of Salesforce Metadata backup and restore

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