Creating Salesforce Backup Sets

To ensure that all data is protected, create a backup set for one Salesforce admin user.

Before You Begin

• If your account logs on through the API, then verify that you have the Salesforce API token. Salesforce sends this token the first time that you sign in.

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

• Obtain the user name and password for the Salesforce admin user that will perform data protection operations on the backup set.

• Verify that you have your storage policy.

• 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

• Decide if you want to connect to Salesforce with OAuth or with a user name and password. To connect using OAuth, you must upgrade to the latest Commvault feature release. If you connect with OAuth, you will provide the Salesforce consumer key and the Salesforce consumer secret, and then log on to Salesforce. If your Salesforce org is configured to use SSO as the user login method, and SSO is the only method used, you must use OAuth authentication.

• If you want to connect to Salesforce by using a mutual authentication certificate, review the information in Connecting to Salesforce Using Mutual Authentication.

Procedure

1. From the navigation pane, go to Protect > Applications > Cloud apps > Salesforce.

   The Apps page appears.

2. In the Name column, click the app.

   The app details page appears.

3. In the Instances table, in the Type column, click the instance.

   The instance details page appears.

4. Click Add backup set.

   The Add Salesforce backup set page appears.

5. On the General tab, enter the client details.

   1. From the Storage Policy list, select the storage policy that you want to use for backups.

   2. In the Number of Data Backup Streams box, type the number of streams that you want to use for backups.

6. Click Next.

7. On the Connection Details tab, enter the information on how you connect to Salesforce.

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

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

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

   4. Optional: In the Mutual auth certificate box, enter the path to the PEM file.

8. Click Next.

9. 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.

      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 backup set and subclient for the instance.