The Undo/Rollback function allows users to reverse merges by restoring deleted child records and reparenting any related records. The differences between Undo and Rollback are outlined below:
Undo merge
- Utilizes Salesforce recycle bin and metadata saved during merge;
- Can only restore records that are still available in the Salesforce recycle bin (typically 15 days);
- Cannot restore overwritten fields in the master (surviving record);
- Available to users with an active "Undo" add-on (included in Enterprise subscription).
Rollback merge
- Utilizes backup that was created before merge;
- Can restore records for as long as backup files are available (indefinitely);
- Can restore records and field values in the master records and duplicate records;
- Available to users with an active "Rollback" add-on.
To use this function, navigate to the merge job in Auditr > Log Browser and press the UNDO or ROLLBACK button.
Select desired records to restore or hit Restore All button.
Rollback user permissions
DataGroomr creates a files library called DataGroomr to store backups. Default Salesforce permissions only grant access to a user whose credentials were used to create a folder. In order to make sure other DataGroomr users have access to that library, make sure they are members with Workspace Administrators access or make sure they are members of a public group that has access to the library.
Navigate to Files -> Libraries, locate DataGroomr library and click Manage Members.
