Veritas Alta™ SaaS Protection Administrator's Guide
- Section I. Introduction to Veritas Alta™ SaaS Protection
- Section II. Administration portal
- Section III. Manage users and roles
- Section IV. Manage searches/eDiscovery/cases
- Section V. Configure policies
- Section VI. Perform restores
- About restore
- Prerequisites for restore
- Restore dashboard
- Restore Exchange Online mailboxes
- Restore SharePoint Online Sites and data
- Restore SharePoint/OneDrive/Teams Sites and data
- Restore Teams chats and Teams Channel conversations
- Restore Audit logs
- Restore Box data
- Restore Google Drive data
- Restore Gmail data
- Restore Salesforce data and Metadata
- Restore Entra ID objects
- Restore Slack data
- Restore data to File server
- Restore options
- Section VII. Perform data share
- Section VIII. Perform data downloading
- Section IX. Add and configure connectors
- About connectors
- About connectors
- Overview of connectors
- Configuring the capture scope
- Configuring credentials
- Apps Consent Grant Utility
- Exchange Online connector
- Adding Exchange Online connectors
- Configuring the capture scope for Exchange connectors
- Configuring the capture scope for Exchange connectors
- SharePoint Online connector
- Teams Sites collections connector
- OneDrive connector
- Teams chat connector
- Audit log connector
- Google Drive connector
- Gmail connector
- Salesforce connector
- Entra ID (Azure AD) connector
- Box connector
- Slack connector
- EML connector
- Managing connectors
- About connectors
- Section X. Perform backups
- Section XI. Backup limitations
- Section XII. Events
- Section XIII. Manage Stors (Storages)
- Section XIV. Manage Scopes
- Section XV. Manage auditing
- Section XVI. Known Issues
Restoring Salesforce CRM Content (Unstructured data)
You can use this procedure to restore 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
tab.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 Salesforce CRM Content (Unstructured data)
- 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 need 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.
Note:
You can filter the list to view specific object/record using the Filter by name field. Also, you can select the All check box to view all objects (including non-restorable objects).
The left pane lists all objects, and the right pane lists the records within the selected object.
- On the left pane, do one of the following:
Search and select the ContentDocument object to restore the documents within the Public/Shared libraries.
Search and select the ContentWorkspace object to restore the Public/Shared libraries.
- 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 initiated the data restore process.
Restore point field
This section displays the recovery point that you have selected using step 3.
If you want to restore the data from another restore point, select the required one from the drop-down list.
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, refer to the Sandbox seeding topic in the See About the Salesforce Data, Metadata, and CRM Content restore.
- Do any of the following as required:
- To restore all documents/libraries (depending on which object you have selected, ContentDocument or ContentWorkspace), click Next.
- To restore specific documents/libraries (depending on which object you have selected, ContentDocument or ContentWorkspace), do the following:
From the Restore type section, click Records.
Click Add a filter.
From the drop-down list, select the required parameter. For example, FileType.
The filter is added. By default, the equal operation is selected for the filter.
Select the required parameter that is either not equal or contains from the drop-down list.
Enter an appropriate value in the next field. For example, txt.
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 documents/libraries matching any of the defined filter criteria are selected for restore. When you choose all, the documents/libraries 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.