Where to find advanced relationship restore options
You can access the advanced relationship restore options in two ways:
- By browsing within the connector and performing a selective restore
- By using the restore wizard from the top level of the connector
For more details on these restore types, see: Restore Salesforce records
In both workflows, you will encounter a step where the advanced restore options are presented.
Restore options and scenarios
1. Records only
Restores only the records you have selected and no relationships or related records.
Use when
You need a few records back quickly for testing or isolated recovery, without bringing in related data.
Example
Restore a few Opportunities for sandbox validation without Contacts, Products, or child records.
Key points
- No relationships restored
- No related records created or modified
- Fastest and lowest risk option
2. Records + relink
Restores selected records and reestablishes relationships to existing records (no overwrites)
Use when
The main record is missing, but related records still exist and may have newer data.
Example
Restore an Account and relink it to existing Contacts and Opportunities without changing those records.
Key points
- Relinks to existing records only
- Does not overwrite existing record values
- Missing relationships are skipped
3. Records + recreate + relink
Restores selected records, recreates missing related records, and reestablishes relationships (No overwrites)
Use when
Some related records were deleted, but anything that still exists must not be overwritten.
Example
Restore an Account and recreate missing Contacts, while preserving current values on existing Opportunities.
Key points
- Recreates missing related records (when present in the snapshot)
- Preserves current values for records that already exist
- Relinks relationships across restored and existing records
4. Full restore (includes updates)
Restores selected records, recreates missing related records, reestablishes relationships, and updates related records to match snapshot values
Use when
You need a true rollback after major corruption, accidental updates, or widespread deletion.
Example
Restore an Opportunity and roll back all related records to match the snapshot.
Key points
- Recreates missing related records
- Updates existing related records to match the snapshot
- Highest impact option; use carefully
Hierarchy note (Important)
Advanced Relationship Restore does not restore parent records higher in the hierarchy.
When restoring data, start the restore at the highest record level you need, and then select which child records to include as part of the same restore job.
Notes and guardrails
Anything that cannot be restored due to missing references, permissions, or invalid relationship chains is skipped and logged in Job Monitor.
