Adding a Salesforce App

Add an app so that you can perform backup and restore operations on your Salesforce data. A SQL database is required when you add an app because the database is needed for Salesforce restores.

Before You Begin

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

• Decide if you want to connect to Salesforce with OAuth or with a username and password. 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 use OAuth, the port that must be open between the Web Server and the Salesforce Cloud is 443 (one way).

  Note

  By default, the username-password method is disabled in Salesforce. To use this method to connect to Salesforce, you must turn ON the Allow OAuth Username-Password Flows toggle in the OAuth and OpenID Connect Settings in your Salesforce environment.

• 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 is able to connect to the database instance using JDBC URL.

  • The database name

  • The credentials for a user who meets the access requirements

Procedure

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

   The Salesforce Overview page appears.

2. Go to the Organizations tab.

3. Click Add organization.

   The Add Salesforce organization page appears.

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

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

6. In the Salesforce account details section, enter the account information:

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

   2. Select the credentials to use to connect to Salesforce:

      Connection type	Steps
      OAuth: OAuth credentials are the Salesforce consumer key and the Salesforce consumer secret. The credentials are stored in the Credential Manager so that they can be reused.	Click OAuth. Click Sign in with Salesforce.
      Password authentication	Click Password authentication. In the Salesforce login URL box, enter the URL that you use to connect to Salesforce. In the User account box and Password boxes, enter the user credentials that you use to connect to Salesforce. Optional: In the API token box, enter the token that you use to connect to Salesforce. Salesforce sends the API token the first time that you sign in to your account. For additional information about Salesforce tokens, go to "Reset Your Security Token" on the Salesforce help site. In the Consumer key box, enter the consumer key. In the Consumer secret box, enter the consumer secret.

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

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

   2. In the Download cache path box, 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. In the Database host box, enter the client that hosts the database.

   5. In the Database name box, enter the database name.

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

   7. In the User name and Password boxes, enter the credentials for a user who has permissions for the database.

   8. To test the connection to the database, click Test Connection.

8. Click Save.