Bluefactory is convinced that restoring data is dangerous or at least risky because it involves Write actions in your Salesforce Org, often a production Org. Indeed, data can be involved in Triggers, Workflows, automated rules or non-declarative process. Every potential issue might be taken into consideration in a Restore process.

In order to secure your data and relationships even during recovery steps, Bluefactory applies a 4-step process that allows you to quickly and accurately recover what has been lost (and avoid any similar loss in the future).

1. Incident

No matter who detect a data or metadata loss, the first thing to do is to ALERT us immediately! It's the starting point to enter in the Bluefactory Restore process. 

Note that Bluefactory can help you identify deletion. Go in History, click on the desired version/snapshot. Here you can see the evolution between the snapshot you selected to compare to the previous version. You can see indicators (up arrow, down arrow or equal) for Number of Objects, Number of Records, Number of Files and Backup Size.

2. Analysis 

We'll ask you basic questions to understand precisely the situation and determine why and how the loss happened. 

The aim here is to know:

  • The precise time when the loss occurred in order to search data in the good backup snapshot
  • Which objects & records are impacted to know what to restore
  • What was the cause of the loss because an error should only happen once, we won't let it happen again!

3. Research

We realize some research to restore the full integrity of what has been lost.
It often happens that several objects are impacted. We so determine the objects and each records to restore per objects. 

Research is based on the previous step (Analysis) to determine which Backup snapshot we should download, the last before the incident. Then, we find records in the downloaded file.

4. Insertion

Last but not least, each record that have been lost are restored in your Salesforce CRM, according to the last backup snapshot before the incident. 

We take notice of each record relationships. We take care to restore data, knowing these could be involved in an automated process. 


Depending on your Service Level Agreement (SLA) with Bluefactory, you'll have to be more or less involved in the following process. For example, if you opted for a full accompaniment in the Restore process, you will be involved only for step 1 and 2 (to agreed on what happened and what to do). Contact us to have more information regarding SLA or Bluefactory Restore process. 

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