2022

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Clean Copy, Update Schema, Source to DB, DB to Source

Follow the steps:

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  • Click the restore  icon from the main navigation bar.
  • Click the drop-down option from select object  column:

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Select the desired object from the list as the primary record

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  • Click the drop down arrow from  Select field and choose desired field

  • 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.

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

  • Click restore now from the top right of the screen

  • You will be redirected to review and merge merge 

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There are 4 main tabs: 

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

  • The three 2 profile which was selected for merging and restore (Test 3, Test 4, Test 5)restore 

  • So to merge the records from the Test 4 to Master test % Row1 to Primary , Select the radio button next to Test 4Column of  Row 1 you want to merge to Primary Data

  • Click Review Merge 

  • The test 4 Selected Row1 data is getting merged with the Master

  • Click Merge

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

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  • 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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