Completing the Salesforce Setup Wizard

When you log on to the Command Center for the first time, a setup wizard guides you through the core setup required by the applications available in the Command Center. After you complete the core setup, complete the setup wizard specific to the Salesforce application.

Before You Begin

• Verify that you have the Salesforce API token. Salesforce sends this token the first time that you sign in to your account.

  For additional information about Salesforce tokens, go to the Salesforce help site, Reset Your Security Token.

• Create a Connected App in Salesforce.

• If you want to back up Salesforce objects in a database or use certain features, review the list of features and the requirements for the Microsoft SQL server database or the PostgreSQL database, and then verify that you have the following database information:

  • The type of database

  • The client that hosts the database. The access node is able to connect to the database instance using JDBC URL.

  • The database name

  • The credentials for a user who meets the following criteria:

    • Microsoft SQL server: Is a SQL authentication user, has owner permissions, and if the database does not exist, has the dbcreator role

    • PostgreSQL: Has super user permissions

Procedure

1. From the navigation pane, click Guided setup.

   The Welcome page appears.

2. On the Protect tab, in the lower-right of the tiles area, click More.

3. Click the Salesforce tile.

   The Create server backup plan page appears.

4. Create a server backup plan.

   For more information, see Creating a Server Plan.

5. Click Save.

   The Add a Salesforce app page appears.

6. Enter the information on how you connect to Salesforce.

   Under Connection Details, provide the following information:

   1. In the Salesforce login URL box, type the URL that you use to connect to Salesforce.

   2. In the User Name box and Password boxes, type the user credentials that you use to connect to Salesforce.

   3. In the API Token box, type the token that you use to connect to Salesforce.

   4. In the Consumer Key box, type the Salesforce consumer key.

   5. In the Consumer Secret box, type the Salesforce consumer secret.

7. Under General, provide the following information:

   1. In the App name box, type the name that you want to use to identify the specific Salesforce organization.

   2. In the Instance name box, type the name that you want to use to identify the Salesforce database.

   3. From the client list, select the server where you installed the Cloud Connector package.

   4. From the Plan list, select the server plan that you created in the Setup Wizard.

   5. In the Data backup streams box, type the number of streams that you want to use for backups. A general guideline is four streams for a small organization and eight streams for a large organization.

8. Click Save.

   The Backup Options page appears.

9. 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.

      Note

      The software uses this value as the default for all subclients that you create for this virtual client.

   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.

10. Click Save.

Result

The Commvault software creates the instance and a default backup set and subclient for the instance.