2022

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  • Click the restore  icon from the main navigation bar.

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  • Click the drop-down option from select object  column:

A list of all the objects will appear on the screen

Note: If the back is taken by organization, all the objects will appear on the screen. If the backup is taken for specific objects, only those objects will appear on the screen.

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Select the desired object from the list as the primary record

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  • Click on Find icon from the right panel of the screen
    For example : If you choose Object as account and field as name , a list of all the accounts which is sorted by name will be displayed

  • Select the profiles you wish to merge or restore into the primary profile by clicking the check box next to the profile name.

  • Select the desired date from the start date and end date columns

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  • Click restore now from the top right of the screenImage Removed

  • You will be redirected to review and merge .

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There are 4 main tabs: 

  • The master column showing the primary record (test 5)

  • The three profile which was selected for merging and restore (Test 3, Test 4, Test 5)

  • So to merge the records from the Test 4 to Master test % , Select the radio button next to Test 4

  • Click Review Merge 

  • The test 4 data is getting merged with the Master

  • Click Merge

  • A pop-up confirming the merge will appear on the screen

  • To verify the merge in Salesforce, Click the link under successful and you will be redirected to the Salesforce account where you can review the merge

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