# Step 1: Select Records

This stage is where you choose *what* you want to restore-starting from a specific backup (database + snapshot), down to the Salesforce object and the record set you care about. CapStorm/Container’s job is to back up Salesforce into a relational database and support recovery back into Salesforce.

![](/files/07vjGH1o0i7qZ36emKzJ)

## Before You Start

To successfully select records, you generally need:

* A running CapStorm/Container environment you can log into. A CopyStorm backup database available/managed in the container. (Databases are typically created/managed under **Database Management**.)
* Database connection info registered (so the container can access the backup database).
* Salesforce credentials configured in the container (used in later stages when writing back to Salesforce).

## **What you see on this screen**

The page is split into two main areas:

* **Left panel:** where you define your restore search (Database, Data Set, Object, Fields, Filters).
* **Right panel:** a results grid that previews which records match your criteria (it will show **“No Records to Show”** until you run a search).

Across the top, the wizard stage tracker shows the overall flow:

**Select Records → Configuration → Scan Records → Upload Data → View Results → Summary**

## Step-By-Step

### **1) Choose a Database**

In the **Database** dropdown, select the database that contains your CopyStorm backup data.

* If you have multiple backup databases, pick the one that corresponds to the org/data you intend to restore.

### **2) Choose a Data Set (Snapshot)**

In the **Data Set** dropdown, select the snapshot you want to restore from.

* Think of this as your “point-in-time” choice. CapStorm tools commonly treat snapshots as the specific backup set within a database.

### **3) Choose an Object**

In the **Object** dropdown, choose the *top-level* Salesforce object you want to start from (for example: Account, Contact, Case).

* This object becomes the basis for your search + preview results.

### **4) Pick what you want to see in the preview (Show Fields)**

Use the **Show Fields** tab to control which fields/columns appear in the preview results grid.

* This helps you confirm you’re targeting the correct records before moving forward.
* If you’re not sure what to include, start with obvious identifiers (Name, Email, etc.) and expand as needed.

### **5) Narrow the record set (Filters)**

Switch to the **Filters** tab to define criteria for the records you want restored.

* Keep filters tight when possible-especially in large orgs-to reduce scanning and make validation easier.
* Example filters (conceptually): Name equals “Acme” or LastModifiedDate greater than .

### **6) Run the preview search**

Click **Run Search**.

* Matching records will populate in the **right-side results grid**.
* If nothing appears, loosen your filters (or verify you selected the intended snapshot/object).

### **7) Proceed**

Once your preview looks correct, click **Next Step** (bottom-right) to advance to **Configuration**.

## Common Gotchas

* **“No Records to Show” after Run Search**
* * Your filter may be too restrictive, or the selected snapshot doesn’t contain the records you expect.
  * A quick sanity check is using **View CopyStorm Data** to confirm the object + records exist in that backup.
* **Database/snapshot not available**
  * Confirm the database exists/was created for CopyStorm backups in **Database Management** and that access is configured in **Database Credentials**.


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