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.

To store a local copy of the Salesforce data and to perform certain functions, store your Salesforce data in a database. Each Salesforce organization needs a separate database. For example, if you back up two production organizations and one sandbox organization, configure three databases.

The following functions require a database:

Object comparisons
Record-level restores
Restore to the Salesforce cloud
Sandbox seeding

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 meets the following criteria:
- Microsoft SQL Server: Owner permissions and if the database does not exist, has the dbcreator role
- PostgreSQL: Super user permissions

Procedure

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

The Salesforce Backup Set Properties dialog box is displayed.
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.
Click OK.