Restore Merged Salesforce Records

When records are merged in Salesforce, the duplicate records are deleted. These records can easily be recovered by accessing the Salesforce Recycle Bin.

In Salesforce, click the App Launcher icon (nine squares) in the top left corner and search for "Recycle Bin."

By default, the Recycle Bin will show all items you've deleted. Select Org Recycle Bin in the List View dropdown to see items deleted by everyone (admin permission required). 

All deleted records will be available for restoration, along with field values, activities, and history. 

Find the records you want to restore, check the box next to each, and click Restore. 

To quickly review the restored records, you can open the Insycle CSV from the merge operation and click the Deeplinks.

Learn more about the Salesforce Recycle Bin feature.

When the duplicates were merged, all unique associations were automatically moved to the master records—extra associations need to be removed from the master records and re-added to the restored records.

In Insycle, navigate to the RevOps Acceleration > Associate app.

Under Step 1, set the Last Modified Date and Last Modified By parameters to isolate the records that were part of the merge operation.

Click Search and check to make sure the records you want to update are what appear in the Record Viewer at the bottom of the page.

Under Step 2, configure the associations to make.  The Add function will remove any incorrect associations based on the criteria and replace them with the right ones, or it will add missing associations. Correct associations remain as is.

Under Step 4, Preview the changes. When this looks good, Update the records in Salesforce.

For detailed instructions on associating records, see the Salesforce Associate App Overview.

When setting up your merge operation in the Merge Duplicates module, add extra fields to be included in the CSV report so you have the data later for undoing changes and/or just for general review.

Under Step 4 on the Record tab, add any key fields to the bottom of the list using the "exists" Condition.

Before running a large merge operation, you can export all records directly from Salesforce to a CSV file. This can preserve all the record details, which can help later for undo and/or just for general review.

Create a Targeted Salesforce Report

To select only the necessary fields and filter out inapplicable records, you can create a Salesforce Report. This gives you a targeted export, omitting unnecessary data. Once configured and saved, you can reuse this report before each bulk merge operation.

In Salesforce, if the Reports tab doesn't appear at the top, click the App Launcher icon (nine squares) in the top left corner and search for "Reports."

Create a new report based on the specific data type, and add all the desired fields. Add filters to narrow the results. Save and Run the report.

On the results page, click the arrow next to the Edit button and select Export. In the Export popup, select Details and CSV as the format.

Export All Data for a Record Type

To get all field data for all records of the same type, you can use Salesforce's Data Export Service. There are no filter/segmenting options, so if you have a large dataset, this can take a while to run.

In Salesforce, navigate to Setup > Data > Data Export.

Click Export Now, check the box for the record type, then click Start Export. You'll receive an email when the file is ready for download.