Object Configuration

Last published at: March 10th, 2026

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
  • It has related objects to track configured in case Merges 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.
    The Object Setup page opens.

If the Object is not yet present in the list, click Add Object top right and add it. Then click Deploy Settings .
This is needed to be able to create a trigger.

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. If you enabled ‘Track Merges’, and you want the connection with related Objects to be restored as well, set Tracked Related Objects as well (see below). 
  6. Click Save.
  7. 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

Because of Salesforce limitations, ‘Track Merges’ is only available for Accounts, Person Accounts, Contacts, Leads, and Cases.

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. In the Tracked Fields section, 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.

Do not track too many fields or updates

Tracking many fields, or fields that are updated frequently, can quickly generate large numbers of change records and fill up storage. Therefore it is advised to only track the most important, business-critical fields.

 

See also this video about tracking related Objects

When two records are merged, their related records are often all kept, by reparenting the related records of the loser record to the master record. When a merge is restored (undone), by default these related record are not linked back to the restored records, unless you configure their Object here first for tracking.

When choosing which related Objects to track for potential record retrieving, make sure to sort them in order of importance for your business flows. Particularly in Orgs where records can have many related Objects, or a few complex relations, not all related records might be retrieved because of Salesforce governor limits (read more in Restoring Changes). The Related Objects listed at the top will be restored first. 

Some system or high-volume Objects, such as Share, History, Chatter, etc, cannot be selected for tracking.

Configuring Tracked Related Objects

  1. In the Tracked Related Objects section, click Edit to set the related objects to track.
  2. Move the related objects you want to track from Available Objects to Selected Objects.
  3. Sort the Selected Objects in order of importance, with the most important Objects at the top.
  4. Click Save.
  5. Deploy the changes you made. 

The tracked Objects are now displayed in the Tracked Related Objects section. Any changes you make only apply to new merges; earlier merges keep the related Objects track data that they already have stored.