Restore Salesforce records using a CSV file

Follow these steps to restore Salesforce records using a CSV file with a list of records.

1. On the Connectors page, locate the connector containing your Salesforce data.

2. Hover over the connector and click the Restore icon.

3. Select where to restore:

• If restoring to the same location, click Next. The records will be restored to the same environment.
• If restoring to a different location, click Sign in. You will be redirected to the Salesforce sign-in page, where you must enter your Salesforce System Admin user account credentials for that environment.

4. Select a snapshot from the desired time and click Next.

5. Select Upload CSV of records and click Next.

6. Upload a CSV file containing a list of record IDs and click Next.

Important: Ensure the CSV file adheres to the required specifications. For details, refer to the guide: Prepare CSV file with records to restore

7. Select whether to restore related records and click Next.

• If this option is enabled, all related records lower in the hierarchy will also be restored. Files and attachments associated with related records will be included.

8. Select whether to restore specific fields and anonymize data, then click Next.

• Anonymizing fields replaces sensitive data with dummy data.

Note: Certain fields, such as ID and Name, must be restored and cannot be excluded.

9. Review your selections on the summary page and click Restore.

Navigate to the Job Monitor to track the progress of the restore and review any errors or failures encountered during the process.

Important Notes 

Inactive users: Records associated with inactive users may fail to restore. For example, Salesforce prevents files with inactive owners from restoring. 

Automations: Before starting the restore, disable any validation rules, deduplication rules, flows, or automations (e.g., APEX Classes and Triggers) that could be triggered during the restore process.

• After the restore is complete, you can re-enable these automations.
• Feedback opportunity: Interested in a one-click feature to turn automations on or off? Provide feedback here: Turn Automations on and off for restores 

Metadata mismatch: If your sandbox metadata does not match your production environment, failures might occur. In such cases, perform a metadata restore before restoring data.