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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
After experimenting with sandbox scenarios, you need reliable ways to restore your original deal data without losing your experimental insights. Manual restoration processes are error-prone and time-consuming.
Here’s how to implement multiple robust restoration methods that ensure you can always return to baseline after sandbox experimentation.
Implement comprehensive data restoration with multiple recovery options using Coefficient
Coefficient provides multiple robust methods for restoring original deal data, ensuring you can always return to baseline after sandbox experimentation. You get direct connections to live Salesforce data with instant refresh capabilities and preserved snapshot restoration for your Salesforce planning scenarios.
How to make it work
Step 1. Set up direct re-import for instant restoration.
Navigate to Coefficient sidebar, locate your original Salesforce import, and click “Refresh” to overwrite with current CRM data. All manipulations are replaced with live data instantly, providing the simplest restoration method for current data.
Step 2. Implement snapshot restoration for preserved states.
Access saved snapshots in sheet tabs, copy required data range, and paste values to working sheet. This restoration includes formulas and formatting, allowing you to return to specific planning scenarios rather than just current data.
Step 3. Build selective restoration capabilities.
Create formulas for restoring specific fields while preserving others: =IF(Restore_Toggle = TRUE, VLOOKUP(Opportunity_ID, Original_Data!A:Z, COLUMN(), FALSE), Current_Value). This lets you restore deal amounts while keeping sandbox stage changes.
Step 4. Create your multi-tab restoration architecture.
Organize with Master Data (Protected, never edited, always pristine), Working Copy (Active edits, sandbox manipulations), Snapshots (Historical versions, point-in-time backups), and Archive (Completed scenarios). Configure sheet protection to lock Master Data tab completely and hide from non-admin users.
Step 5. Implement partial field restoration and intelligent merge.
Build restoration checklists for Amount (Restore to original), Stage (Keep sandbox changes), Close Date (Restore to original), Probability (Keep adjustments). Create intelligent merge functions: =IFS(Field_Type = “Calculated”, Sandbox_Value, Field_Type = “Manual_Override”, Sandbox_Value, Field_Type = “CRM_Field”, Original_Value, TRUE, Original_Value).
Step 6. Build quick restore processes and versioned restoration.
Create “Restore Baseline” buttons linking to scripts with confirmation of restoration scope, automatic refresh from Coefficient, and validation report generation. Set up versioned restoration to return to specific planning versions with Current CRM State (Live), Monday Planning Session, Pre-Adjustment Baseline, and Quarter Start Snapshot options.
Step 7. Add safety mechanisms and validation.
Always create pre-restoration backups: =IF(Pre_Restore_Snapshot_Exists = FALSE, “WARNING: Create backup first”, “Safe to proceed”). Implement restoration validation comparing restored data to expected values with Record Count Match, Total Pipeline Value, Stage Distribution, and Data Freshness checks.
Step 8. Establish restoration logging and staged processes.
Track all restoration events with Date, User, Restore Type, Records, and Reason columns. For large datasets, restore in phases: deal basics (ID, Amount, Stage), relationships (Account, Contact), custom fields, and completeness validation.
Step 9. Set up recovery scenarios and scheduled restoration.
Handle accidental overwrites using Google Sheets version history (last 30 days available), formula corruption with template sheet re-application, and mixed data states with full CRM refresh plus snapshot comparison. Set up automatic baseline refreshes daily at 6 AM, weekly baseline snapshots, and monthly sandbox archives.
Experiment confidently with reliable restoration options
This comprehensive restoration framework ensures you can confidently experiment with sandbox scenarios knowing original data is always recoverable through multiple reliable methods with complete audit trails. Start building your restoration system today.
