Restoring Salesforce Records with GRAX

*See our Safe Harbor Statement below

Hello, welcome back to GRAX Labs! This is Dave Mackey, and today we're going to take a look at restoring within the GRAX console.

So if I'm going to come over here, I want to start by searching. I could search by an ID. I can also come to advanced search.

So I want to select ‘archived,’ and I have an account. I'm just going to leave my query filter blank and click ‘search.’

Here's my account that I want to restore: Top of Hierarchy. 

I'm going to drill into this account. And we can see here it's going to load here when it be able to click restore. Again, this record is no longer in Salesforce. We can see the delete source was GRAX, which means it was archived.

So I'm going to click on the ‘restore’ button. We're going to see here; it's going to process the records. Important thing here is we're really processing the parent object, being the account and all of the related children.

We can see this big graph loaded with all of those records. We're going to restore this account first, so we've got that account selected.

I'm going to click ‘next.’ I'm going to get the option to restore. I'm going to click ‘restore.’ We're going to see that this is then going to restore this account record.

We can see here it ran successfully, status is completed. We can see that here. Then it's going to post-process, which this means it’s going to end up rebacking up that record automatically.

Now that it has been restored, we want to make sure that the record is then backed up so that you have the latest version of that record within GRAX.

I'm now just going to do one more example here. Now that we've restored the account, you want to restore some children.

So I want to click on ‘opportunity.’ So you can see here that these have not been restored yet. So I'm going to click on ‘restore,’ and it's going to process just like we saw a moment ago.

I'm going to come down below. I'm going to scroll all the way to the bottom. I'm going to click ‘next.’

Give me my option to restore. I'm going to click on ‘restore.’ We're going to see just what we saw a moment ago.

This process is starting to run where it's going to restore these two opportunities that I'm looking to restore. Now we can see they've been successful again.

Post-processing, it's going to back up these records again. We need to make sure that these are backed up with within GRAX so that you have them within your GRAX repository automatically.

And then again, this is going to complete here in a second, really, which means we've restored the record and then backed it up.

So that's completed. I will now be able to continue along this process to restore my contacts and all the other related children.

So again, a real quick example here to see how you restore some parents and some children, I'm using GRAX and you're able to restore all these records through the hierarchy.

If you have any questions, please contact sales@grax.com for more information. Thank you!

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