Adding a Salesforce App

Before You Begin

Add permissions to Salesforce profiles for the Salesforce users who will perform the back up operations and the restore operations.

To add the Salesforce organization as an app, follow these steps:

1. From the Command Center navigation pane, go to Protect > Salesforce.

2. Go to the Organizations tab.

3. Click Add organization.

4. For Storage region, select the region where the Commvault Cloud data center that you want to back up the Salesforce organization to resides.

5. Click Next.

6. In Name, enter a name for the Salesforce application.

7. From the Environment list, select Production or Sandbox.

8. Click Sign in with Salesforce, and then sign in to your Salesforce account.

9. Click Create.

10. Review the summary to verify the information, and then click Close.

Before You Begin

• If you are an MSP and you want your tenant administrators to create the Salesforce app, see Managed Server Provider Configuration.

• Add a Connected App or External Client App in Salesforce. You must have the Salesforce consumer key and the Salesforce consumer secret that are generated when you add the connected or external client app.

• Only OAuth authentication is supported for Salesforce connections. This requires providing the Salesforce consumer key and consumer secret. Port 443 must be open for one-way communication between the Web Server and Salesforce Cloud.

  Important

  For new configurations in Commvault LTS Release 11.40 and later, OAuth authentication is mandatory. For existing configurations, username-password authentication is no longer supported and must be migrated to OAuth.

• Review 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 must be able to connect to it using a JDBC URL.

  • The database name

  • The credentials for a user who meets the access requirements

To add the Salesforce organization as an app, follow these steps:

1. From the Command Center navigation pane, go to Protect > Salesforce.

2. Go to the Organizations tab.

3. Click Add organization.

4. In the Name box, enter a name for the Salesforce organization.

5. From the Plan list, select a backup plan.

6. From the Environment list, select Production or Sandbox.

7. Use existing credentials or add new credentials:

   • To use existing credentials, from the Connected app credentials list, select the credentials.

   • To add a new consumer key and consumer secret, do the following:

     1. From the Connected app credentials list, click Create new.

     2. Add the information for the credentials, and then click Save.

     3. From the Connected app credentials list, select the credentials.

8. Click Sign in with Salesforce.

9. In the Infrastructure settings section, enter the access node and database information:

   1. From the Access nodes list, select an access node.

   2. For Download cache path, enter a path on the access node where data downloaded from Salesforce can be temporarily stored.

   3. From the Database type list, select the database type.

   4. For Database host, enter the client that hosts the database.

   5. For Database name, enter the database name.

   6. For Database port, enter the port that you use to connect to the database.

   7. For Sync DB credentials, select existing credentials or create new ones.

   8. Click Test Connection.

10. Click Save.