# Step 2: Configuration This stage defines the high-level restore job configuration: what the job is called, which Salesforce org you’re restoring into, how the restore behaves (restore type), and a few “be careful with this” options like field selection/masking, related record depth, and Salesforce automation behavior. CapStorm/Container is built for Salesforce backup + recovery workflows like this. ![](/files/sF5TKiid1IXtlyGHtT4L) ## Before You Start * You should already have selected the **Database / Data Set (snapshot) / Object / record set** in **Select Records.** * Make sure the **target Salesforce Org credentials** exist in the container, otherwise the **Salesforce Org** dropdown won’t have anything to pick. ## Job Details ### **Name** Give the restore job a clear name you’ll recognize later (example: Restore Accounts – Sandbox QA – 2025-12-16). ### **Description** Optional, but useful for notes like *why* you’re doing the restore or what filters were used. ### **Restore Type** Controls **how the restore writes records into Salesforce.** #### **Insert and Update** * Inserts records that **don’t exist** in the target org. * Updates records that **already exist** in the target org. * Best choice for “bring my data back” restores when you’re not 100% sure what already exists. #### **Insert Only** * Only inserts **new** records. * Does **not** modify existing records. * Use when you’re loading data into an org and you want to avoid overwriting anything already there (common for seeding sandboxes / partial restores). **Gotcha:** If records already exist (based on whatever matching/key logic is used later in the wizard), they’ll be skipped rather than updated. #### **Update Only** * Only updates records that **already exist** in the target org. * Does **not** create new records. * Use when you’re correcting or reverting fields on records you know are already present. **Gotcha:** If a record doesn’t exist in the target org, it will not be created-so you can end up with a partial restore if your assumptions are wrong. ## Salesforce Org Select the **target Salesforce org** where data will be restored. * This list is populated from entries you’ve configured under **Salesforce Credentials.** * If this dropdown is empty, go set up credentials first. ## Restore Settings ### **Object Settings** Controls **which fields** are included in the restore for the top-level object (and how much control you want). #### **All Fields** * Restores all supported fields for the object. * Best for full-fidelity restores. #### **Custom** * Lets you choose **exactly which fields** to restore. * Use when: * You only need a few fields corrected * You want to avoid overwriting specific fields in the target org * You’re restoring into a non-production org and want to exclude sensitive fields (depending on your org policies) ## Related List Depth Controls how far the restore should go **down the relationship tree** from the selected top-level object (related lists / child records). ### None * Restores only the top-level object records you selected. * Fastest and least intrusive option. ### **1 Level / 2 Levels / 3 Levels** * Restores the top-level records plus related records **up to that depth.** * Use when you need a predictable amount of related data. **Practical example** * Restoring Accounts: * **1 Level** might include direct children like Contacts (depending on your schema) * **2+ Levels** starts pulling in grandchildren (e.g., Contact → Cases, etc.) ### **All** * Restores the full related hierarchy (as far as the restore tool can traverse). * Use when you need completeness and are okay with a bigger restore job. **Gotcha:** “All” can balloon the record count fast in complex orgs. ### **Custom** * * Lets you define a **custom depth and/or relationship selection rules** (implementation-specific). * **Use when:** * * You need deep restore for *one* relationship branch, but not others The numbered depth options are either too shallow or too broad ## Automation Controls whether Salesforce automation is disabled during the restore. ### **Do Not Disable Automation** * Leaves automation on (Flows, Workflows, Process Builder legacy stuff, Triggers, etc.). * Use when automation is part of the intended behavior and you want restored data to be processed normally. **Gotcha:** Automation can modify restored values immediately, create additional records, or block changes with validations-so your “restored” state might not match the backup perfectly. ### **Disable All Automation** * Attempts to disable Salesforce automation before restore and re-enable it after. * Use when you want the restore to be as “pure” as possible and avoid side effects. **Gotcha:** Disabling automation can have org-wide impact while the job runs. Use with care, and ideally in lower environments unless you have a clear operational plan. ### **Custom** * * Lets you disable a **specific subset** of automation (implementation-specific). * **Use when:** * * You know exactly which triggers/flows/validations are the problem You want to minimize blast radius compared to “Disable All” ## Save and Move Forward ### **Save Changes** Click Save Changes after you complete required settings. ### **Next Step** **Next Step** stays disabled until required fields are filled (Name, Restore Type, and Salesforce Org at minimum). Once saved, proceed to **Scan Records.** ### **Previous Step** Go back if you need to change the selected record set before committing configuration. --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. 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