Object Configuration

Last published at: October 6th, 2025

Configure which Objects and Fields to track for potential change reversal.

 

For Plauti Restore to be able to revert any changes made, they need to have been tracked first. 
An Object may be listed under Object Enablement, but as long as it's not configured yet, its changes will not yet be tracked for undoing.

An Object is configured for tracking when:

  • It has an active Restore Trigger
  • It has at least one type of Object Tracking enabled (inserts, updates, merges, deletions)
  • It has fields to track configured in case Updates are to be tracked

Configuring an Object for Tracking

  1. In Plauti Restore, go to Restore Setup > Object Configuration.
  2. Find the Object in the ‘Object Enablement’ section, and click Configure at right.
    If the Object is not yet present in the list, click Add Object top right.

The Object Setup page opens.

Creating a Restore Trigger

Plauti Restore uses an apex trigger to keep track of changes made to a record. Accounts, Contacts and Leads come with a pre-installed trigger. 
For other Objects, if such a trigger does not yet exist or is inactive, the Object Setup page opens with a ‘Complete Configuration’ section.

As per Salesforce policy, you first need to create the Apex Trigger and Test Class in your sandbox and then deploy from sandbox to production.

 

 

  • If you already have a Restore Trigger for this Object, but you still see the Complete Configuration section, make sure that the trigger is Active. 
  • If you do not yet have a Restore Trigger for this Object, create a Trigger and a Test Class. Read more in Create a Restore Trigger.

Setting Object Tracking Types

  1. At ‘Object Tracking’, click Edit .
  2. Enable or disable the different tracking types. Indicate whether you want to track record inserts, field updates, merges, and/or deletions for this Object, in order to restore them if needed.
  3. Click Save .
  4. If you enabled ‘Track Updates’, set Tracked Fields as well (see below).
  5. Deploy the changes you made. 
     

Inserts, Updates and Deletions

Changes of type "Insert" concern record insertions. Inserting a value into a previously empty field is considered a change of type "Update". In the same way, "Deletions" are record deletions, and clearing a field is an "Update".

 

Object Tracking for undoing Merges

For now, if you want to track merges with the goal of potentially undoing them, enable ‘Track Updates’ as well as ‘Track Merges’. Then set fields to track (see below), in case a field on the Master record was updated with a value from the loser record upon merge.
This is a temporary requirement; in a next iteration of Plauti Restore this is not needed anymore.

Furthermore, at the moment ‘Track Merges’ is only available for Accounts, Person Accounts, Contacts, Leads, and Cases; soon it will be available for all objects.

Setting Tracked Fields

For the tracking of Updates, not all fields are tracked by default. Indicate which fields you want to track any changes of, so that they can be restored if needed. For the other fields no data will be kept, meaning that changes on untracked fields cannot be undone.

  1. Click Edit to set the fields to track.
  2. Move the fields you want to track from Available Fields to Selected Fields.
  3. Click Save.
  4. Deploy the changes you made. 

The tracked fields are now displayed in the Tracked Fields section.