Getting Started with GRAX Restore

This guide will walk you through the basics of GRAX Restore and its features as part of the GRAX Backup & Restore product. GRAX’s backup and restore functionalities serve as a crucial driver for business continuity and as a starting point to drive value and ROI across the spectrum for our customers.

Understanding GRAX Restore

Restoring data using GRAX is incredibly easy to do with a few clicks, but your Salesforce Admin/Team will need to prepare the environment to ensure all considerations are taken into account.

Restore Methods

Use GRAX Restore to restore a record back into Salesforce from the last time it was backed up. Here are some of the different ways and places within the GRAX Salesforce app that you can call the GRAX Restore functionality:

Restore via Search Tab

Search & Restore

Granular Restore Using Custom Hierarchy

Search & filter your GRAX data, then choose to restore individual records or restore all.

Toggle ‘On’ for ‘Restoring Parent Record and Children,’ then choose the child objects within the hierarchy that you want restored.

Restore via Record Details Page

Record-Level Restore

Embed a ‘Search/Restore’ component on the record details page to provide you the ability to search and restore.

Restore Options

Customize your restore options by clicking ‘Restore Options’ under the GRAX ‘Search’ tab and toggling the switches to:

Toggle Off

Toggle On

Default

Restoring Parent Records Only

Restore Parent Record Only

Restores Parent and All Child Records

OFF

Only Inserting Records

Restore will Insert Records Only

Restore Updates Records

OFF

Assign Record Owners

Assigns Records to Active Users Only

Assigns Records to Active and Inactive Users

ON

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GRAX TIP

To see the restore job status & details, check out the ‘Restore Logs’ tab, located under ‘Logs’.

Restoring Data via the Search Tab

  1. Click on the sub-tab search
  1. Select the Table or SFDC object you want to restore
  1. Select the Fields to be displayed
  1. Enter any Filter Criteria to limit returned results
  1. Click Retrieve
  1. Click Restore Options & toggle the Settings switches
  1. Use the Checkboxes & the Restore button to restore record(s) or use Quick Restore for any search result
  1. A pop-up with the Restore Job ID will appear that you can use to track your restore job under Logs

Best Practices & Pro Tips

  • Be sure to validate all custom apex code/triggers present on any objects that you will be restoring
  • Make sure any user needing to use restore functionality has the proper permissions and access to data
  • Any changes to required fields could cause issues if incoming restored data does not meet criteria
  • We do not recommend restoring data for 3rd party package customizations/objects unless fully validated
  • GRAX restore will run as the integration user as specified within setup and configuration, meaning that this user will need to be set with the proper permissions/access
  • Validation/triggers can block data inserts sometimes, but you can work around this by setting the user as exempt from these rules or by temporarily disabling the validation/triggers
  • We highly recommend that GRAX is integrated into your existing change management process
  • For complex SFDC environments, we recommend setting up policies and procedures specifically for the restore process

Now that you’ve mastered the basics, you can keep expanding your knowledge & mastery with our Knowledge Base: