Veritas Alta™ SaaS Protection Administrator's Guide
- Introduction to Veritas Alta™ SaaS Protection
- EDB and EDB compliance
- Active Directory synchronization
- Manage users and roles
- API permissions
- Add connectors
- Overview of adding connectors
- Add Exchange Online connectors
- Configure the capture scope for Exchange connectors
- Configure the capture scope for Exchange connectors
- Add SharePoint Online connectors
- Configuring the capture scopes for SharePoint connectors
- Add Teams site collections connectors
- Add OneDrive connectors
- Add Teams chat connectors
- Add Audit Log connectors
- Add Google Drive connectors
- Add Gmail connectors
- About the Salesforce connector
- Add Entra ID (Azure AD) connectors
- Add Box connectors
- Add Email/Messages
- Apps Consent Grant Utility
- Add Retention policies
- Perform backups
- Manage backed-up data
- Perform restores using Administration portal
- Restore SharePoint/OneDrive/Teams Sites and data
- Restore Teams chat messages and Teams channel conversations
- Restore Box data
- Restore Google Drive data
- About the Salesforce Data, Metadata, and CRM Content restore
- Limitations of Salesforce Metadata backup and restore
- About Entra ID (Azure AD) objects and records restore
- Perform restores using Export Utility
- Restore dashboard
- Install services and utilities
- Discovery
- Add Tagging polices
- Add Tiering policy
- General administrative tasks
- Manage Stors (Storages)
- Managing Scopes
- Known Issues
Restore specific Records (Structured data) using Query filters
Use the following procedure to select the specific records that are to be restored by applying filters. Use this method when you can search the records based on the known field value. For example, if the user wants to restore a Contact whose name starts with
and belongs to a company . Such complex queries and filters enable you to search and select the specific records for the restore.See About the Salesforce Data, Metadata, and CRM Content restore.
See Salesforce Objects not supported for restore.
See Limitations of Salesforce Data restore.
To restore specific Records (Structured data) using Query filters
- Access the Veritas Alta SaaS Protection Administration portal.
- On the home page, click Content.
- On the Content page, do the following:
From the upper left drop-down list, select the Salesforce Data Stor that contains backup of your organization.
The associated recovery points are available in the drop-down list next to the selected Stor.
By default, the latest restore point is selected. You can select the required restore point from the drop-down list if you want to restore data from a previous restore point.
Note:
Always select the restore point marked with a green tick as it indicates that the corresponding backup job is completed successfully, without any error.
Note:
To set the other restore point as the default one, click the restore points drop-down list > Specific restore point link > on the Set to specific restore point page, select the restore point to be set as default, and then click Set.
The left pane lists all objects, and the right pane lists the records within the selected object.
- On the left pane, select the object you want to restore. Foe Example, Contact.
Note:
You can filter the list to view specific object/record using the Filter by name field.
Note:
Select the All check box to view all objects (including non-restorable objects).
- Click Restore at the upper right of the page.
After you click Restore, you are directed to the Restore page that displays the following details:
Restore Mode field
This section displays the value as Data as you have initiated the data restore process.
Restore point field
This section displays the recovery point that you have selected using Step 3.
Restore to Salesforce organization field
This section displays the export services configured for different Salesforce organizations. By default, the same organization to which the data belongs is selected.
In case you want to restore the data to another Salesforce organization, select the export services of another organization from the drop-down list.
Refer to the Sandbox seeding topic in the See About the Salesforce Data, Metadata, and CRM Content restore.
- From the Restore type section, click Records.
- Do the following to apply filters to restore specific records within the selected object:
Click Add a filter.
From the drop-down list, select the required parameter. For example, BillingCity.
The filter is added. By default, the equal operation is selected for the filter.
Select the required parameter that is either equal or not equals from the drop-down list.
Enter an appropriate value in the next field. For example, New York.
You can also add multiple filters to meet your specific data requirement. If you add multiple filters, you can choose to apply either any or all conditions. When we choose any, the records matching any of the defined filter criteria are selected for restore. When you choose all, the records matching all of the defined filter criteria are selected for restore.
- (Optional) Expand the Advanced options options and select the Overwrite existing records check box to overwrite the content at the target organization.
If the check box is selected, the restore updates existing records and their fields in the target Salesforce organization with the records and field values captured in the selected restore point.
If this check box is not selected, the restore of the existing records is skipped.
Note:
The records are compared using the ID field.
- Click Next.
- Click Next.
During this step, Veritas Alta SaaS Protection analyzes and prepares a list of nested child records related to the selected parent records for restoration. This phase identifies all related records, including Files, Attachments, and Documents associated with the parent records selected for the restore.
In Salesforce, when a parent record is deleted, nested child object records often get deleted too due to cascade delete operations. The Analyze phase addresses this by identifying all related records from the backup and selecting them for the restore by default.
The duration of the restore process may vary depending on the number and size of records and related nested child objects. At the end of the Analyze phase, all identified records for restoration are available for preview.
This allows you to see which additional records will be restored alongside the selected parent object records. If the analyzed records are not satisfactory, you can abandon the restore at this stage.
- Click Next.
- On the Email notifications page, enter the email addresses of the users who need to be notified on the completion of the restore operation.
- Click Next.
- Verify the details and click Restore.
In case if you choose not to wait for the Analyze phase to finish, the restore operation gets queued and starts once the Analyzed operation is finished.
Depending upon the amount of the data Analyzed for the restore, the time required for restore operation can vary.
After the restore is initiated, you can go to the Restore dashboard to view the restore progress.
See Restore job statuses.
- Navigate to the destination Salesforce organization to confirm that the restore is completed successfully.