Cohesity Alta SaaS Protection 2.x.x Administrator's Guide

To restore Standard and Custom objects (Structured 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.

     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.

     To search for a specific object, enter its name in the Filter by name field.

     You can select the All check box to view all objects (including non-restorable objects).

   • 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 have initiated data restore.
     Restore point field	This field displays the recovery point that you have selected using step 3. If you want to restore the data from other restore point, select the required one from the dropdown list.
     Restore to Salesforce organization field	This field lists 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 dropdown list. Refer to the Sandbox seeding topic in the See About Salesforce Data, Metadata, and CRM Content restore and Sandbox seeding.

4. Do the following on the Restore page:

   • From the Restore type section, click Object.

     By default, the object that is selected on the Content page (step 4) is displayed in the Object dropdown list.

     If you want to change the object, click the dropdown list and select the required one.

   • (Optional) Expand the Advanced options options, and do any of the following to configure the Overwrite existing records check box:

     • Select the Overwrite existing records check box to update existing records and their fields in the target Salesforce organization with the records and field values from the selected restore point.

     • Clear the Overwrite existing records check box to skip restoring existing records that are already present at the destination.

     Note:

     The records are compared using the ID field.

   • Refer to the following steps only for converted Lead object restore:

     If you are restoring the converted Lead objects, you can see the following two options:

     • Update: Select this option if Lead objects are intentionally converted to Account, Contact or Opportunity and you want to restore them in their converted format.

     • Revert: Select this option if Lead objects are accidentally converted and you want to revert them to their original format. Before selecting this option, do the following in your Salesforce organization:

       • Delete the newly created Contact, Opportunity, and Account records in the following order: Delete the Contact record first, followed by the Opportunity record, and finally the Account record.

       • To identify these newly created records, check their timestamps - they should be the same as or later than the timestamp of the converted Lead record.

5. Click Next.

   All records in the selected object are displayed.

6. 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.

7. Click Next.
8. On the Email notifications page, 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.

    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.

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