Cloud-to-Cloud Backup: Google Apps, Salesforce and Office 365

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How do I restore metadata into Salesforce using Spanning Backup?


Last Updated: Sep 28, 2018 04:57PM CDT

Spanning Backup for Salesforce offers metadata restore of 17 specific metadata types, making it easy to restore metadata directly in Spanning Backup.  The following metadata types are restorable directly in Spanning Backup for Salesforce:

 
METADATA TYPES
 
Approval Processes Flow Definitions Report Type
Assignment Rules Layouts Reports
Classes Objects Roles
Dashboards Pages Triggers
Email Permission Sets Workflows
Flows Profiles  









To restore other metadata types, you'll need to export it out of Spanning Backup, then use the Force.com IDE client application to import them into Salesforce.  More information about that can be found here:

How do I import metadata into Salesforce?

You can also compare metadata before performing a restore by following the steps in this article:

How do I compare metadata using Spanning?


To restore metadata into the same Salesforce org:
*Scroll down to find instructions for restoring into a different Salesforce org

1. Log into your Spanning Backup for Salesforce account as the System Administrator.
2. Click the "Restore" tab at the top.
3. Select "Metadata" and "This Org" then click the "Next" button.



4. Select the date of the metadata backup that you're wanting to restore from.  You do this by using the calendar data selector towards the top of the page.
5. Choose the metadata items you want to restore by expanding the displayed metadata types and then selecting the individual items.  If you'd like, you can preview these items by hovering the cursor over an item then clicking on the "Preview" button that appears.



6. Once you've selected all the items you want to restore, click "Next".
7. Confirm all the changes on the confirmation screen, then click "Restore".



When the restore completes, you can view the restore results by clicking the metadata restore line item, in the Recent Activity panel, on your Spanning Dashboard page.  You will also be notified via email and Chatter (if enabled) when the restore is complete.


To restore metadata into a different Salesforce org:

1. Log into your Spanning Backup for Salesforce account as the System Administrator.
2. Click the "Restore" tab at the top.
3. Select "Metadata" and "Different Org" then click the authorize link for the Salesforce org you want to restore to. 



4. Enter the Salesforce login credentials for the target (destination) org where you want to restore the metadata.
5. Click "Allow" when prompted.
6. Click "Next".
7. Select the date of the metadata backup that you're wanting to restore from.  You do this by using the calendar data selector towards the top of the page.
8. Choose the metadata items you want to restore by expanding the displayed metadata types and then selecting the individual items.  If you'd like, you can preview these items by hovering the cursor over an item then clicking on the "Preview" button that appears.



9. Once you've selected all the items you want to restore, click "Next".
10. Confirm all the changes on the confirmation screen, then click "Restore".



When the restore completes, you can view the restore results by clicking the metadata restore line item, in the Recent Activity panel, on your Spanning Dashboard page.  You will also be notified via email and Chatter (if enabled) when the restore is complete.


*Please contact Spanning Support if you have any questions.

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