For restoring merges, see Restoring Merges.
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 deletion is present in the Restore Changes overview, and the deleted record is still in the Salesforce Recycle Bin, it can be undone.
Old record changes might be removed and cannot be restored anymore. In the Restore Settings you can set how long and how many changes should be kept.
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.
- 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.
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.
- Via this overview you can only undo one change at a time.
Restoring an Insert, Field Update, or Deletion
- In the changes overview, find one or more changes you want to undo (max 20).
Click the Name of a change record to see more details. - At the right of a change, click Restore
.
Or, if you selected multiple changes, click Restore Selected
at the top of the list to restore them all in one go. - In the pop-up, confirm that you want to restore the change.
The restore has been applied. In the Changes overview, the restore of an Insert or Field Update will appear as a new change, that you can then also restore ("re-do" as it were) if the restore was done accidentally. Restored Inserts are listed as a Deletion, and restored Field Updates as another Field Update.
Restored Deletions do not get a new change in the Changes overview; only the restored deletion 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 change was restored successfully, partially, or not at all (failed). The restore details will show more information about this.
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 Deletion 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 deletion metadata is still present in the Restore Changes overview. Read more in Plauti Restore and the Salesforce Recycle Bin.
