For restoring other changes, see Restoring Inserts, Updates, Deletions‍.

Plauti Restore can undo all record merges that are available for restoring: if a merge is present in the Restore Changes overview, and the loser records are still in the Salesforce Recycle Bin, the merge can be undone.

Old merge change records might be deleted, and then cannot be restored anymore. In the Restore Settings‍ you can set how long and how many changes should be kept. Deleted change records are not visible in the Restore Changes overview.

When undoing Merges, relationships are restored as well, but within limits (see below).
Undo Merge is available for both Plauti Deduplicate merges and Salesforce merges. Because of Salesforce limitations, it's only available for Accounts, Person Accounts, Contacts, Leads, and Cases.

Prerequisites

• You have enabled Merge Tracking for the Object where you want to undo a merge.  
• You have specified related Objects to track, in order of priority.
• The merge you want to undo was done 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
• In the Nav bar at the top, go to tab Restore Changes. 

This overview displays all tracked changes, of all records of all tracked Objects. Click the Name of a change record to see its details.

Merges can only be undone via this overview; not via the Plauti Restore component on the master record.

Restoring a Merge

Merges can only be undone once the merge process has fully finished.
Furthermore, when undoing a merge, relationships will be restored as well, but within limits (see below). 

1. In the Plauti Restore app, on tab 'Restore Changes', find one or more Merges you want to undo (max 20).
   Merges are displayed as a 'Multi Merge' under the master record, which can be folded open to see the individual record merges involved.
   Click the Name of a change record to see more merge details.
   
   Three merged records: the record listed at the Multi Merge line became the master record.
2. At the right of the Merge, click Restore  to only undo that single record merge.
   Or, to undo all record merges of a multi-record merge, click Restore  at their Multi Merge line.
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.

Both the Master and loser records have now been returned to their previous state.
Note that unlike with restoring inserts and updates, restored merges do not get a new change in the Changes overview; only the restored merge change is displayed, marked as being restored.

Click the Name of a change record to see the restore details.
The Status (in the Restore Changes Overview or restore details) indicates whether the merge was restored successfully, partially, or not at all (failed). The restore details will show more information about this.

Click the Name of a change to view its merge and restore details.

Not all related records restored

Not all related records can be restored when undoing a merge, either because of the type of Object, or because of Salesforce limitations (record and query processing limits).

• Generally speaking, Plauti Restore can restore related records of the following Objects when restoring a merge:

• Standard Salesforce objects (Contacts, Opportunities, Cases, Tasks, etc.)  

• Custom objects with lookup or hierarchy relationships  

• Objects that are queryable and updateable  

• Objects whose relationships can be reparented  

• Related records that cannot be restored to their original record are for example:

• Share objects (e.g. AccountShare, ContactShare)  

• History objects (e.g. AccountHistory)  

• Tag objects (e.g. AccountTag)  

• Feed items, comments, and other Chatter items

• System objects that cannot be reparented  

• Attachment-related objects  
  
  These types of objects cannot be selected for Related Object Tracking in the Object Configuration. 

• Contacts that are potentially related to multiple accounts cannot have their Account relation restored.
  When the Salesforce Account setting 'Allow users to relate a contact to multiple accounts' is enabled, restoring account-contact relations is not possible. Enabling this setting creates a junction table between account and contact, which Plauti Restore does not handle.

• Sometimes a large number of related records needs to be restored, for example because the merged records contained many related records in total, or related records from many different Objects. In these situations the process to restore the related records can exceed the DML Statements limit or Salesforce Governor Limit. 
  • When the DML Statements limit (total number of related records) is reached, the restore action cannot be processed at all and will fail. Usually this occurs at around 100 related records or more.
  • In case of the Salesforce Governor Limit (total number of queries, for example because of related records from many different Objects), only a part of the related records can be restored. To make sure that at least the most important related records are recovered when undoing such a merge, sort your tracked related Objects‍ in order of priority, with the most important objects listed first.

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 that is already in the process of being restored.
  Or
• The record cannot be restored because it was already permanently removed from the Salesforce Recycle Bin, and only the merge metadata is still present in the Restore Changes overview. Read more in Plauti Restore and the Salesforce Recycle Bin‍.