Gearset offers many powerful ways to restores of your data records, it can be overwhelming to understand the different methods, so this article describes them and explains when you want to use each method of restoring data while using Gearset's Data backup tool.

In the event of a data/metadata loss, we have a number of ways to restore the data back to your org:

When restoring data, Gearset has 4 different restoration flows, which you can access by clicking the Restore button:

OR

Entering the View records tab and selecting any specific deleted, changed or unchanged records, then clicking the Restore from previous backup button.

Notes:

These are the 4 options:

Note: You will have to have a data backup job running and have had it successfully run at least once.

This method is best used if you need to restore records for an object, along with records on its dependent objects.

A common example of this would be to restore a deleted Account record. The cascading nature of the Salesforce's deletion logic means that all the Opportunities on the Account and the OpportunityLineItems (listed as Products on the Opportunity) will also be deleted. This will pick up and restore those objects in a single restoration retaining all the lookups and references between the records.

This is generally the most common the restoration type that suits most use cases.

Read more about this method of restoration here.

This method is best used when needing to restore records on a single object.

An example could be a script that has been run that has deleted 50 opportunities, but the accounts and other related objects have been left untouched.

Read more about this method of restoration here

This method is best used to restore specific fields in records on a single object.

You can use this option after a data migration has gone wrong. For example, if it changed the value stored for the FirstName field across multiple Lead records. But there were also some changes such as updates to the address that you want to keep in place. You are now able to revert just the unwanted changes to the FirstName field but leave the other wanted changes in place. Read more about this method of restoration here

This method is best used when restoring multiple objects that are associated.

It works similarly to the sandbox seeding tool and allows many configurations. It has less guidance than the other methods, and we would generally only recommend this for users with a good knowledge of their org's data model.

An example could be a mass data recovery where multiple objects have been corrupted or deleted or otherwise changed.

Read more about this method of restoration here