Restore Lost Salesforce Data with Spanning Backup

If you’re a Salesforce admin or developer, there are few things scarier than accidentally overwriting massive amounts of data in specific fields due to a bad app integration or an incorrectly configured upload…especially because it’s easy to miss the error until days later, after other (good) changes have been made.

Spanning Backup for Salesforce now allows you to select the specific field(s) needing restoration for updated records and restore the accidentally overwritten data in just a few clicks, without overwriting any recent good data.

We built this new feature in response to input like this:

“I currently use a replication and integration tool to back up my data—and if something messes up, I might only know about it weeks later, and by then other fields would have been edited. I’d like to roll back only a specific field for all those records in a single restore operation.”

“We lost data when address, email and phone fields for nearly 10,000 records were overwritten in error during a data cleansing project. We didn’t notice the issue until 2+ weeks after it happened—in that time, many records had been further updated in various ways. We had to make sure we could restore ONLY those fields that had been overwritten in error, and not other fields on the record.”

Here’s how we make it possible to restore exactly what’s been lost in four easy steps, no manual intervention needed.

  1. Log into your Spanning Backup for Salesforce account, and click the “Restore” button from the dashboard.
  2. Select “This Org” as the Destination and then click “Next.”
  3. From here you can make a variety of selections for granular control over what you’re restoring:
    1. Select the Object Type that you want to restore; the desired date range; and whether you want to display items that were updated, deleted, or both.
    2. Select as many items as you like to be included to restore, then validate your selections by previewing before you restore the data and click “Next.”
    3. Select if you want to use this new feature to restore specific fields for updated records instead of restoring all fields; then select the Object Type and fields that you want to restore and click “Next.”
  4. Confirm your selections and then click “Restore.”

If you currently use Salesforce native tools for backup and restore, like the Salesforce Export Service or the Salesforce IDE, this feature can save you hours or days of manual work. The same is true if you use a mirroring or replication tool to back up your Salesforce data—while they may snapshot your data, they don’t automate the process of restoration.

Do what Salesforce says—use a third-party backup and restore solution like Spanning, and avoid the #SalesforceOhana Halloween Scream.

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