Revert a change

  • Release version: Zurich
  • Updated October 2, 2025
  • 1 minute to read
  • Undo changes to a customized record by reverting to an older version.

    Before you begin

    Role required: admin

    Note:
    You can revert to the most recent baseline version. You can’t revert to an older baseline version.

    Procedure

    1. Navigate to a list of version records for an object.
    2. Optional: Compare the current version to the older version to confirm that you’re reverting the desired changes.
    3. Select and hold (or right-click) the older version and select Revert to this version.
      A confirmation dialog box displays.
      Note:
      If reverting results in data loss, a warning message appears in the dialog box.
    4. Select OK to confirm the action.
      The current version is marked as a previous version.
    5. A new version record is added that duplicates the version that you selected in the preceding step.
      This new version is marked as the current version.