Loading...

Modifying Salesforce Backup Sets to Sync to a Database

At the backup set level, you can configure Salesforce data to be backed up to a database. This configuration is also available at the instance level.

Before You Begin

Verify that you have the following information:

  • The type of database
  • The client that hosts the database
  • The database name
  • The credentials for a user who has the following permissions for the database:
    • Microsoft SQL Server: Owner permissions
    • PostgreSQL: Super user permissions

Procedure

  1. In the CommCell Browser, expand Client Computers > client > Cloud Apps > instance.
  2. Right-click the backup set, click Properties.

    The Salesforce Backup Set Properties dialog box is displayed.

  3. On the Backup Options tab, specify the backup location:
    1. In the Download Cache Path box, type the full path for the staging location that the Commvault uses when it backs up the data.
    2. Best Practice: To back up Salesforce objects in a database, select the Sync To Database check box, and then provide the following information:
      • From the Database Type list, select the database type.
      • From the Database Host list, select the client that hosts the database.
      • From the Database Name list, select the database name.
      • In the Database Port box, type the port that you use to connect to the database.
      • In the User Name and Password boxes, type the credentials for a user who has permissions for the database.

        Note: If you use Microsoft SQL Server, the user must be a SQL authentication user.

  4. Click OK.

Last modified: 7/18/2019 10:55:42 PM