2022
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DBSync Restore Child functionality
Introduction:
DBSync Restore Child functionality is used when restoring more than one record from more than one interlinked account. One value change in account that is interlinked with opportunity and contact the change will reflect in all instance and restore will be done in all instance at once.
Also if you want to match the fields from one Salesforce instance to another and match all fields in all account Restore Child can be used.
This addresses the main issue to data impairment and corruption where the User can restore the entire information to reflect the database if any errors were made.
Steps to Run Restore Functionality:
- Login to DBSync SaaS Backup instance
- Select the desired profile
Fig 1: Add App
3. From the top navigation toolbar Select Restore
4. From the drop-down menu click Restore Child
5. From the left panel under SCHEMA click the check boxes for selecting the various schema you want.
The Query builder will consider all these variables for creating a table.
6. Click on RUN
7. The list of all the columns in the database will appear in a table format as shown below:
This table has details of all accounts from the database
8.Now if any changes are made to any account in the Salesforce instance you can update that information directly by running the UPDATE command.
9.This will update the information newly added into the Account in the Salesforce instance in the database.
10. Click the checkbox next to the account name which you want to update the new information which has been added to the Salesforce instance.
11. Click UPDATE
For example: let us consider the following:
Changes have been made to the contact information: Phone number added into one of the accounts. When you click the checkbox next to the account and click UPDATE the information will get updated into the database
12.The list of account changes made will appear in the table section. Select the check box next to it and Click Refresh
13. The number of records which were updated will appear in the table section below the query builder as shown below:
14. Once you click REFRESH the Salesforce instance for that account will get RESTORED to the actual details reflected in the database.
15. For example: Refresh the Salesforce instance and you will see that the contact information will be updated into the original details that was in the database for that account.
16. Click Restore Child
A drop-down menu will appear with 2 options: Restore and Restore Child.
Click Restore Child
Source Metadata
This section will show all the accounts and the child items listed in a tree structure.
Click NEXT
In this example the below will appear:
Target Profile
Select the target profile (the Salesforce instance that you want to Match)
Click the check box next to deleted records if you want to update these in database
Select the Profile for which you want to perform this function from the drop-down menu
Click the check box next to Update existing database
Click NEXT
Validate
This step will validate all the records and provide a description of all changes made.
The functionality will include interpreting and extracting the schema from the Salesforce instance and Matching fields of Account. If any missing fields are found it will also be listed in this section.
A confirmation mentioning that validation is finished will appear on the screen
Click NEXT
Notification
In this table enter details of the email id which you need the notification to be sent. The Restore report will be sent to this email id
Click RESTORE
A pop-up confirming the export will appear on the screen
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