Keepit supports two CSV file formats that can be used to restore Salesforce records:
- Keepit format
- Salesforce-generated report
Keepit Format
The CSV file must meet the following requirements:
- No header line
- 2 columns
- 1 or more lines with sobject-name,record-id with or without quotes, where:
- sobject-name is the API (developer) name of the SObject (like Account or MyObject__c)
- record-id is the 15-character or 18-character id of the record from given SObject
For example, if you want to restore 2 Account records and 1 MyObject__c record, the CSV should look like this:
Account,0017Q00000KGhjMQAT
Account,0017Q00000M1H7EQAV
MyObject__c,a007Q00000EMSkEQAX
Salesforce-Generated Report
In Salesforce you may configure, generate, and export a report, which meets the following requirements:
- Saved with Unicode (UTF-8) encoding
- A header line with some human-readable description, like "Account ID"
- 1 column
- 1 or more lines with record-idwith or without quotes, where:
- record-id is a 15-character ID
- all record IDs in the file should be from the same SObject
For example, if you want to restore 2 Account records, the CSV should look like this:
"Account ID"
"0017Q00000KGhjM"
"0017Q00000M1H7E"
The report may contain an empty row at the end, followed by human-readable information about the file. This additional data will be disregarded when using the report for the restore process.
Reasons why records may not be restored
Restore initiation limitations
You won't be able to initiate a restore if your upload includes:
- An empty file
- A non-text file (with some binary data in it, such as a JPEG)
- A text file, not conforming to one of the above-described CSV formats (unexpected number of columns, ID length, symbols, etc.)
Records skipped
Some records in the uploaded CSV file may be skipped if:
- Certain records in the uploaded CSV file may be skipped due to the following reasons:
- The record does not exist in the snapshot.
- The record type is not supported for restore. For a list of what types we support, go to Which Salesforce records can be restored