Restoring Salesforce Metadata

The following video demonstrates how to restore metadata to Salesforce with CopyStorm/Restore:

Metadata Restore Overview

Restoring metadata using CopyStorm/Restore is a simple point-and-click process — this can be used to:

  • Promote code, permissions, or other metadata changes from Sandbox environments to Production.
  • Roll-back metadata to previous versions if metadata has been incorrectly updated in Production.

All versions that have been backed up with CopyStorm are available to restore, providing an easy way to undo changes to metadata or migrate metadata between environments. CopyStorm/Restore can upload or roll back changes to dozens of metadata types, including:

  • Apex Classes, Pages, and Triggers.
  • Permission Sets, Profiles, Roles, and Groups.
  • Custom Objects, Page Layouts, and Translations.

To restore metadata to Salesforce with CopyStorm/Restore:

Go to CopyStorm/Restore's Metadata Tab

CopyStorm/Restore’s Metadata Tab provides an easy way to surgically upload new or modified metadata from the CopyStorm backup database into Salesforce.

Select the Metadata to Restore

Selected metadata will be uploaded to Salesforce – select part of a metadata item, or upload the full item to Salesforce.

The Version selector allows historical versions of the metadata item to be uploaded, updating Salesforce with the version of the metadata as of the selected date and time. Uploading a historical version is a simple way to revert changes and undo metadata modifications that are causing problems in production or sandbox Salesforce instances.

Deploy Selected Metadata to Salesforce

Deploying the selected metadata is as easy as pressing the Deploy button, CopyStorm/Restore will handle the rest! After pressing the Deploy button and confirming the upload, CopyStorm/Restore will:

  1. Create a zip file containing the selected metadata items (and versions).
  2. Upload the zip file to Salesforce’s Metadata deployment API.
  3. Display the results of the upload.