Cloudingo’s Undo and Restore feature allows users to rollback jobs (such as merges) to their original state. The restore feature will re-insert the deleted record’s data and re-attach the related object data during that process. No need to sift through massive full backups to do a simple restoration any longer!
The Undo & Restore feature is automatically available with Enterprise license. Non-Enterprise license customers should contact their Account Representative if interested in enabling this feature.
Enabling Undo and Restore
Enabling the Undo and Restore feature will immediately start performing the backup process to records updated from within Cloudingo moving forward.
To navigate, choose Undo/Restore from your dashboard menu options.
Once you get into the Undo/Restore dashboard, there will be several configuration options available.
1 – There are 4 different backup options to choose from.
- Backup data in Cloudingo – this option performs the data backups directly on Cloudingo servers (IBM servers located in the U.S.) & is stored for up to 30 days
- Backup data to Cloudingo operated Amazon Storage (AWS) & stored for up to 30 days
- Backup data to your own operated Amazon Storage (AWS) – you control your data and how long data is stored
- Disable undo/restore feature – this will turn the backup process off if you need to disable it for any reason
2 – Enable options for which features you want to turn the backup plan on for.
- Merge undo supported now; Convert & Data Maintenance coming in the future
- Standard objects (Lead, Contact, Account)
3 – Choose which objects and related objects you want to include as part of the backup/restore process.
- Notes & attachments are automatically backed up for all records
- Additional objects will be available in the future
4 – Choose the number of days that you want to retain your backups.
After enabling the feature, all future merges/updates performed from within Cloudingo will begin generating a backup (for each group of records merged). The backup is retained for the specified length of days chosen in your configurations.
The restoration process can be completed through the Restore feature, which is accessible in the Merge/Convert Summary report located in the Reports dashboard. To restore a record, navigate to your Reports dashboard and run your Merge/Convert Summary report to obtain a list of records involved in the merge you need to restore.
If you do not see the Merge Convert Summary report on your Reports dashboard, click the ‘Reports’ option at the top, right corner of the page to see the Report options available, and enable the report there.
You can click the report’s menu option to go to ‘Full Report’ to specify a date range to locate the group of records you need to restore. You can also click the Full Report shortcut icon on the dashboard report to go directly into the report details and specify a date range.
For more information on our report tools, please visit our help article here.
Merge & Convert Summary Report
Undo/restore options appear after only after the undo/restore feature is enabled.
1 – Restore – you will see a ‘Restore’ option to the right of every group of records merged that have a backup plan associated (records merged since the undo/restore feature was enabled). Click this option to restore a group of records that were incorrectly merged/updated.
- Related object data that has been backed up will pop up in an Object Selection box where you can choose which object data you want to restore back to the record during recovery
2 – Download – you can download the backup files for a group of records to see the job & record details. Files are securely encrypted during the backup process and will not be accessible to view without this Download option within the application. The Download option decrypts the file to make the data legible.
- Encrypted zipped log file is decrypted to provide details back to the user (txt file)
- CSV files with record details for each record
3 – Restore Summary – After a group of records have been restored, a ‘Restore Summary’ option will appear (this only appears if a restoration has been processed).
- Details show old ID and new ID (for newly created/restored record). Cloudingo will take all data from the backup to re-create a new record in Salesforce. All data from the prior record will be copied into the new record for restoration purposes. Related object data will be re-attached to the newly created backup record. The old ID will be the ID of the record previously deleted. The new ID will be the ID of the newly created/restored record in Salesforce.
Additional Supporting Reports
Accessible under the Reports dashboard. Look under your ‘Reports’ option (top, right within the Reports dashboard page) to enable the reports there if the report does not appear on your dashboard.
- Backup Activity – Shows all records involved with the jobs performed (merges/updates) in Cloudingo and the backup plan for those records
- Backup Restore Activity – Shows all details involved with the restoration of records (re-mappings of record IDs)
Watch our Webinar recording on the Undo and Restore feature here.