This is a guide to restoring
Household Accounts and objects related to them from a data backup job.
Household Accounts are a special type of
Account that are part of the Nonprofit Success Pack. They work in a slightly different way to typical
Accounts and are often tied to an individual
Account (further details here). When you are creating particular records such as
Contacts in Salesforce there are a number of steps that are automated, such as automatically creating Accounts when you add a Contact.
Due to the unique way that these records behave in Salesforce, we have to restore these slightly differently to normal. I will now run through an example where a
Household Account along with the primary
Contact and an associated
Recurring Donation have been deleted and we want to restore them.
Firstly I look at the run of my data backup job and notice that a number of records that I previously had in the org have been deleted.
To see the records that were deleted, I select
View records for
Note: even though the Account was the initial record removed, we need to use
Contact as our root record here.
I then select the record I want to restore, then click
Restore from previous backup:
I then select
Restore records across multiple objects:
Contact, I need to make sure I do not include the
Account as this will be automatically included. To do this, I uncheck the tick box next to
I now want to include the
I firstly select the
npe03__Recurring_Donation__con the left hand list.
I then select to only deploy the records that are children of
I do not want to include any references to the deleted
Account(NPSP will create a new one). To do this I unselect the
npe03__Organization__cfield. (If you have any other objects you want to include in your deployment, similarly uncheck the
Note that there are no
Opportunities included in the deployment here - NPSP will also automatically create those.
I can now click
Next to move on to the object deployment list page. The only step I need to do here is unselect
Account from the right-hand pane:
Pre-deployment summary, and I arrive on the summary page. I can then click
Once the deployment succeeds, it shows a final page like this:
I can then view the record in Salesforce, where the
Account is now restored, along with the
Contact, Recurring Donation & Opportunity: