Restoring Changes

Last published at: October 6th, 2025
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Restore changes that you have tracked for recovery.

Plauti Restore can undo all record changes that are available for restoring. 

  • If a record insert or field update is present in the Restore Changes overview, it can be undone.
  • If a merge or deletion is present in the Restore Changes overview, and the loser record or deleted record is still in the Salesforce Recycle Bin, it can be undone.

Restoring Merges

When undoing Merges, relationships are restored as well, but for now these are limited to Lookup, Hierarchy, and Master-Detail relationships.
Undo Merge is available for both Plauti Deduplicate merges and Salesforce merges. At the moment only merges of Accounts, Person Accounts, Contacts, Leads, and Cases can be restored; soon it will be available for all objects.

A Restore Changes overview with different Change types. Each line is a change that can be undone with the Restore button at right.

Prerequisites

  • You have enabled Object Tracking for the Object where you want to undo a change.  
  • For field updates you have specified fields to track as well.
  • For undoing merges, you have enabled both Track Merges, as well as Track Updates and specified fields to track, 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.
  • The change you want to undo was made after tracking was set.
  • You have added the Plauti Restore component to record pages. (optional)

Accessing the Restore Changes overview

  • Open the Plauti Restore app > tab Restore Changes. 
    • This overview displays all tracked changes, of all records of all tracked Objects.
    • Merges can only be undone via this overview.
       
    Alternatively,
  • Open the record where you want to undo a change. The overview with tracked changes is displayed in the Plauti Restore component on the record, if enabled. If the component was placed on a separate tab, the tab might have a different name.
    • This overview only shows tracked changes of that specific record. 
    • Merges cannot be undone via this overview.

Restoring an Insert, Field Update, or Deletion

  1. In the changes overview, find the change you want to undo.
  2. At the right of the change, click Restore  .
  3. In the pop-up, confirm that you want to restore the change.

The restore has been applied. In the Changes overview, the restore will appear as a new change, that you can then also restore ("redo") if the restore was done accidentally.

Restored Inserts are listed as a Deletion, and restored Field Updates as another Field Update. Restored Deletions are not displayed in the Changes overview.

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Inserts, Updates and Deletions

Changes of type "Insert" concern record insertions. An insert of 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".

Restoring a Merge

Undoing a Merge temporarily requires extra steps; in a next iteration of Plauti Restore these are not needed anymore.

Merges can only be undone once the merge process has fully finished.
Furthermore, when undoing a merge, relationships will be restored as well, but for now only Lookup, Hierarchy and Master-Detail relationships are restored. In the future more relationships will be supported.

  1. In the Plauti Restore app, on tab 'Restore Changes', find the Merge you want to undo. 
  2. At the right of the Merge, click Restore .
  3. In the pop-up, confirm that you want to restore the merge.
    The merge is undone and you are returned to the Changes overview.
  4. Check if at the time of the merge any Field Updates were done, where field values from the loser record were added to the Master record.
  5. At the right of each such an Update, click Restore .
  6. In the pop-up, confirm that you want to restore the update.
    The field updates where field values from the loser record were added to the Master record upon merge are now undone as well.

Both the Master and loser record have now been returned to their previous state. 

Note that restored Merges are not displayed in the Changes overview.

Record not present in Recycle Bin

If you see a message stating that a record cannot be restored because it is not present in the Recycle Bin, this means one of two things:

  • You clicked 'Restore' at a Merge or Deletion that was already restored earlier.
    Or
  • The record cannot be restored because it was already permanently removed from the Salesforce Recycle Bin, and only the merge or deletion metadata is still present in the Restore Changes overview. Read more in Plauti Restore and the Salesforce Recycle Bin‍.