March 7, 2017 Rick Banister

For restore, does the product require a user to manipulate the data in any way beforehand?

Yes, it would be naive to think otherwise. Restore has to be selective and thoughtful, otherwise you’d just be destroying current data with the backup.

There is a control field on every row of every table. For a full restore, you can set it to ‘R’ on the Account object and run a -recover command, which follows all the related records. This is the simplest case. You can also include or exclude specific fields, and reload objects in any order that you want, as long as you load the parent objects first.

We have example scripts used to condition the control flags in the records and handle the business logic in Salesforce, such as adding only one side of the SHARE relationship or excluding one of the Price, Total Amount, or Quantity fields in Opportunities and letting Salesforce calculate that other value. Salesforce is full of business rules, and some organizations create data validation rules, workflows or Apex triggers that limit the ability to simply copy data to Salesforce.

Salesforce is not like a single file where you can just set it back to yesterday’s version. Anyone who promises a “one button restore” isn’t being realistic.