Cohesity Alta SaaS Protection Administrator's Guide

To restore Salesforce CRM Content (Unstructured data)

1. Access the Cohesity Alta SaaS Protection Administration portal.
2. On the home page, click Content.
3. On the Content page, do the following:

   • From the upper left dropdown list, select the Salesforce Data Stor that contains backup of your organization.

     The associated recovery points are available in the dropdown list next to the selected Stor.

     By default, the latest restore point is selected. You can select the required restore point from the dropdown 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 dropdown 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.

4. On the left pane, do any of the following:

   • To restore the documents within the Public/Shared libraries, in the Filter by name filed, type ContentDocument.

   • To restore the libraries within the Public/Shared libraries, in the Filter by name field, type ContentWorkspace.

5. Click Restore at the upper right of the page.

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

   Restore Mode field	This field displays the value as Data as you initiated the data restore process.
   Restore point field	This field 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 dropdown list.
   Restore to Salesforce organization field	This field 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 Salesforce Data, Metadata, and CRM Content restore and Sandbox seeding.

6. (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.

7. Click Next.
8. Click Next.

   During this step, Cohesity 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 lets you 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.

9. Click Next.
10. On the Email notifications page, enter the email addresses of the users who need to be notified on the completion of the restore operation.
11. Click Next.
12. 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 About Restore dashboard.

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