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Can I save my selections for overwriting field values to use them again in future restores? - Connect IT Community | Kaseya
<main> <article class="userContent"> <p>Yes, you can save your selections for Object Type, Field Name and Field Values for overwriting field values in same-org or cross-org restore so that you can quickly load up overwrite values in future restores. <br><br> To save your selections for overwriting field values, follow the steps below: <br><br> 1. Log into your Spanning Backup for Salesforce account.<br> 2. Click the “'Restore”' button on the main dashboard. Please note that we will go through these steps to save overwrite field values as a reusable preset and the saved presets can be used for same-org or cross-org restores. <br><br><img src="https://us.v-cdn.net/6032361/uploads/migrated/6MLCZCW6IGF0/841614." alt="" class="embedImage-img importedEmbed-img"></img><br><br> 3. Select This Org.<br><br><img src="https://us.v-cdn.net/6032361/uploads/migrated/WX05EAGKFUOP/841615." alt="" class="embedImage-img importedEmbed-img"></img><br><br> 4. Select the object type with updated or deleted records for which you want to restore data.<br><br><img src="https://us.v-cdn.net/6032361/uploads/migrated/WF76QEJ1W08I/841617." alt="" class="embedImage-img importedEmbed-img"></img><br><br> 5. Select the desired date range, and whether you want to display items that were updated, deleted, or both.<br><br><img src="https://us.v-cdn.net/6032361/uploads/migrated/EJ36FHFBO9ZJ/841618." alt="" class="embedImage-img importedEmbed-img"></img><br><br> 6. Select all of the objects that you would like to restore. When ready, click "Next".<br><br><img src="https://us.v-cdn.net/6032361/uploads/migrated/ELOH8X8U01FQ/841620." alt="" class="embedImage-img importedEmbed-img"></img><br><br> 7. Check the "Overwrite field values during the restore process" option.<br><br><img src="https://us.v-cdn.net/6032361/uploads/migrated/0S5C7FSKPN8P/841621." alt="" class="embedImage-img importedEmbed-img"></img><br><br> 8. Choose the Object Type, Field Name and enter the field values that you would like to save as a preset.<br><br><img src="https://us.v-cdn.net/6032361/uploads/migrated/J8DI6B14ADZY/841622." alt="" class="embedImage-img importedEmbed-img"></img><br><br> 9. When ready, hit “Save” and type in the name of the preset to reuse it again for future restores. The saved presets can be used for same-org and cross-org restores. <br><br><img src="https://us.v-cdn.net/6032361/uploads/migrated/CHRAWIMPZPQJ/841623." alt="" class="embedImage-img importedEmbed-img"></img><br><br> 10. To save more presets, repeat steps 8 and 9. <br> 11. To use a saved preset, click on “Saved Preset” and choose a Preset from the “Select Preset” dropdown.<br><br><img src="https://us.v-cdn.net/6032361/uploads/migrated/IMK16QES92TC/841625." alt="" class="embedImage-img importedEmbed-img"></img><br><br><u>To delete a saved preset, follow the steps below:</u><br> 1. Repeat steps 1-7 above.<br> 2. Click on “Saved Preset” and choose a Preset from the “Select Preset” dropdown that you would like to delete. <br><br><img src="https://us.v-cdn.net/6032361/uploads/migrated/TO059DW3BYOJ/841626." alt="" class="embedImage-img importedEmbed-img"></img><br><br> 3. Hit “Delete” and then hit “Confirm” to delete the preset. Please note that once a preset is deleted, it cannot be recovered. <br><br><img src="https://us.v-cdn.net/6032361/uploads/migrated/NBCXP8WAQPPV/841627." alt="" class="embedImage-img importedEmbed-img"></img><br><br><u>To edit a saved preset, follow the steps below:</u><br> 1. Repeat steps 1-7 above.<br> 2. Click on “Saved Preset” and choose a Preset from the “Select Preset” dropdown that you would like to edit. <br> 3. Make changes to the Object Type, Field Name and Field Values. <br> 4. When ready, hit “Save”<br><br><img src="https://us.v-cdn.net/6032361/uploads/migrated/KM52GY57SG7K/841628." alt="" class="embedImage-img importedEmbed-img"></img><br><br> 5. To save this preset as a new preset, enter a new name for the preset and hit “Save”. To replace the saved preset with the same name, hit “Save” without changing the name of the preset. <br><br><img src="https://us.v-cdn.net/6032361/uploads/migrated/HRMC0EUVM7V9/841629." alt="" class="embedImage-img importedEmbed-img"></img><br><br> Alternatively, watch the video below to see how to use templates to seed sandboxes:</p> <div> <div> </div> </div> <p><br><br> If you have any questions, please contact <a rel="nofollow" href="https://kaseya.vanillacommunities.com/kb/articles/aliases/spanning/hc/en-us/requests/new">Spanning Support</a>.</p> </article> </main>