# Backup & Restore

## Overview

The **Backup and Restore** feature lets you save a complete snapshot of your Grids and Matrices including all their settings, fields, filters, rules, and more. You can then restore that snapshot to the same org or a completely different one.

This is useful for:

* Moving grids between production and sandbox environments
* Recovering a grid after accidental changes
* Setting up the same grid configuration in a new org
* Keeping an archive of your grid setups before making major changes

<figure><img src="/files/Vqp13VBF4zoPlK40NjLS" alt=""><figcaption></figcaption></figure>

### How to Access Backup & Restore

#### Wave Embedded

Inside Salesforce  →  Wave Admin tab  →  Backup & Restore

<figure><img src="/files/Tq6x439gphLeuwcaiIu5" alt=""><figcaption></figcaption></figure>

#### Wave Extension

Click the User Profile icon  →  Settings  →  Backup & Restore

<figure><img src="/files/itA5qicXZnrJSavRklsj" alt=""><figcaption></figcaption></figure>

### Who Can Use Backup & Restore

<table><thead><tr><th valign="top">Role</th><th valign="top">What They Can Backup</th><th valign="top">What They Can Restore</th></tr></thead><tbody><tr><td valign="top">Admin</td><td valign="top">Grids and Matrices</td><td valign="top">Full Access</td></tr><tr><td valign="top">Designer</td><td valign="top">Grids and Matrices</td><td valign="top">Full Access</td></tr><tr><td valign="top">Standard User</td><td valign="top">Grids only (not Matrices)</td><td valign="top">Grids Only</td></tr></tbody></table>

{% hint style="info" %}
**Standard Users and Global Grids**

When a Standard User restores a Global Grid, it is automatically converted to a Custom Grid for that user.
{% endhint %}

### Supported File Types

Backup and Restore uses two file formats:

<table><thead><tr><th width="87" valign="top">Item</th><th valign="top">What It Does</th></tr></thead><tbody><tr><td valign="top"><strong>.wave</strong></td><td valign="top">An encrypted file containing the complete details of a single Grid or Matrix. This is the primary backup format.</td></tr><tr><td valign="top"><strong>.zip</strong></td><td valign="top">A package containing multiple .wave files. Used for backing up or restoring several Grids or Matrices at once. Note: the .zip itself is not encrypted.</td></tr></tbody></table>

#### Backup File Format

Each `.wave` file includes the Grid or Matrix name and timestamp:\
`<GridOrMatrixName> - <Timestamp>.wave`

<div align="left"><figure><img src="/files/3lIgXJaeuHhEZLQGhI2x" alt=""><figcaption></figcaption></figure></div>

Example:\
`CustomScheduleItemGrid - 13-Nov-2025 8.28.16 AM.wave`

### What's Included in a Backup

A backup file captures everything about a Grid or Matrix and not just its structure, but all the configuration details that make it work exactly as you've set it up:

<table><thead><tr><th width="232" valign="top">Item</th><th valign="top">What It Does</th></tr></thead><tbody><tr><td valign="top">Fields</td><td valign="top">All fields, including attachments and formula fields</td></tr><tr><td valign="top">Filters</td><td valign="top">All applied filters and filter logic</td></tr><tr><td valign="top">Rules &#x26; Conditional Logic</td><td valign="top">All conditional formatting and business rules</td></tr><tr><td valign="top">Sorting</td><td valign="top">Column sort order and direction</td></tr><tr><td valign="top">Grouping</td><td valign="top">Row grouping hierarchy and column grouping structure</td></tr><tr><td valign="top">Layout Structure</td><td valign="top">Column widths, order, and layout configuration</td></tr><tr><td valign="top">Related Lists</td><td valign="top">Related and nested related list panels</td></tr><tr><td valign="top">Row &#x26; Grid Actions</td><td valign="top">All row-level and grid-level action buttons</td></tr><tr><td valign="top">Custom Settings</td><td valign="top">Any other custom preferences or configurations</td></tr><tr><td valign="top">Global Grids/Matrices</td><td valign="top">Backed up as configured by the admin (IPC grids are excluded)</td></tr></tbody></table>

## How to Back Up a Grid or Matrix

Follow these steps to create a local backup:

{% stepper %}
{% step %}

#### Go to Settings > Backup & Restore

Click the User Profile icon and select Settings, then choose Backup & Restore from the menu.
{% endstep %}

{% step %}

#### Click Backup Locally

This opens the backup selection screen.
{% endstep %}

{% step %}

#### Select the Grids or Matrices to back up

Check one or more items from the list. You can back up multiple items at once.
{% endstep %}

{% step %}

#### Click Backup Now

The backup file is generated and downloaded to your computer automatically

<figure><img src="/files/g1neT6l1wCli1hLrf7Xw" alt=""><figcaption><p>Backup Locally</p></figcaption></figure>

{% hint style="info" %}
If you select multiple items, the download will be a .zip file containing individual .wave files for each Grid or Matrix.
{% endhint %}
{% endstep %}
{% endstepper %}

***

## How to Restore a Grid or Matrix

Follow these steps to restore from a backup file:

{% stepper %}
{% step %}

#### Go to Settings > Backup & Restore

Click the User Profile icon and select Settings, then choose Backup & Restore.
{% endstep %}

{% step %}

#### Click Restore

This opens the restore upload screen.
{% endstep %}

{% step %}

#### Upload your file(s)

Upload a .wave file for a single Grid/Matrix, or a .zip file for multiple.
{% endstep %}

{% step %}

#### Click Restore Now

The system validates each file before proceeding. It checks for file integrity, encryption, schema version compatibility, and whether the Grid or Matrix already exists in the target org.
{% endstep %}

{% step %}

#### Handle duplicates (if any)

If the system detects a Grid or Matrix with the same name already in the org, you'll be asked to choose one of three options:

<table><thead><tr><th width="168" valign="top">Option</th><th valign="top">What Happens</th></tr></thead><tbody><tr><td valign="top">Create New Copy</td><td valign="top">Imports the backup as a new Grid/Matrix with a "_Copy1" suffix added to the name. The original is not affected.</td></tr><tr><td valign="top">Overwrite</td><td valign="top">Replaces the existing Grid or Matrix with the backup version. The existing version is permanently overwritten.</td></tr><tr><td valign="top">Skip</td><td valign="top">Skips this particular file and continues restoring the remaining files in the upload.</td></tr></tbody></table>
{% endstep %}

{% step %}

#### Click Apply

Confirms your selection for duplicate handling and starts the restore.
{% endstep %}

{% step %}

#### Monitor progress

A progress bar shows the status of the restore. Once complete, a summary confirms which Grids and Matrices were successfully restored.

<figure><img src="/files/G3H3w1b1Bl2YZHA3YXtD" alt=""><figcaption><p>Restore file</p></figcaption></figure>
{% endstep %}
{% endstepper %}

{% hint style="danger" icon="info" %}

#### Important Notes

**New Grids Default to All Users Access**

When restoring a grid that does not already exist in the target org, the system automatically sets the grid access to **All Users**, regardless of the access configuration in the backup. This ensures that the restoring user can immediately view and access the grid. If the grid already exists in the target org, the restore process retains the existing access configuration.
{% endhint %}

{% hint style="warning" %}
**Cancel Is Disabled During Restore**

Once a restore is in progress, the Cancel button is disabled to prevent partial or incomplete operations. Wait for the restore to finish.
{% endhint %}

{% hint style="info" %}
**Bulk Restore Supported**

You can upload multiple .wave files or a single .zip file containing many grids — the system will process them all in one go.

**IPCs Are Not Included**

Inter Personal Copy (IPC) grids are excluded from both backups and restores. Global Grids and Matrices are backed up and restored as configured by the admin.
{% endhint %}

<figure><img src="/files/2JsMWqEE9RA8hbwgOGAF" alt=""><figcaption><p>Backup and Restore a grid</p></figcaption></figure>


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