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Getting Started with Salesforce

Review each of the topics to get started.

Step 1: Obtain Your User Credentials to Access the Command Center

Obtain the following information from your administrator:

  • The Command Center URL
  • Your Command Center user credentials

If the Command Center is not set up in your CommCell environment, contact your administrator to deploy the Command Center. For more information, see Quick Start Guide.

Step 2: Log On to the Command Center

Accessing the Command Center by using the URL and user account credentials that you obtained from the administrator.

Step 3: Review Requirements and Salesforce Prerequisites

  • Review the requirements for Salesforce.
  • The following Salesforce editions are supported:
    • Developer
    • Enterprise
    • Performance
    • Unlimited

    For additional support information, see Support for Salesforce.

  • You must have a Salesforce admin user and security token for your Salesforce account.
  • Verify that you can connect to the Salesforce login URL from the access node.

Step 4: Configure the Salesforce Environment

Step 5: Configure a Database Server

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

Microsoft SQL Server

To have a local copy of the Salesforce data, you can install Microsoft SQL Server. You can also use an Amazon RDS SQL server or an Azure SQL server. For information on the requirements, see Microsoft SQL Server Requirements for Salesforce.

  • If you install Microsoft SQL Server, have the following information:
    • The Microsoft SQL server name
    • The database name, instance name, and database port
    • The credentials for a user who has owner permissions for the database and if the database does not exist, has the dbcreator role
  • Verify that the access node where you perform the Salesforce backup operations meets the system requirements. For more information, see Checking the Values for Salesforce Storage Usage.

PostgreSQL Server

To have a local copy of the Salesforce data, you can install PostgreSQL on a server. You can also use an Amazon RDS PostgreSQL server. For information on the requirements, see PostgreSQL Requirements for Salesforce.

  • If you install PostgreSQL on a server, have the following information:
    • The PostgreSQL server name
    • The database name, instance name, and database port
    • The credentials for a user who has super user permissions for the database
  • Verify that the access node where you perform the Salesforce backup operations meets the system requirements. For more information, see Checking the Values for Salesforce Storage Usage.

Step 6: Configure the Clients to Access the Proxy Host

If you configured an http proxy host for internet connections, then you need to configure the clients to access internet resources through the server.

Step 7: Configure Servers to Manage Your Cloud Data

You must configure a server with the Cloud Apps package to manage backups and restores of your Cloud Application data. This server acts as an access node to manage backup and restore operations.

To install the Cloud Apps package on a server, see Adding an Additional Server.

Step 8: Complete the Salesforce Setup Wizard

Configure the Salesforce application by completing the Salesforce Setup Wizard. For information, see Completing the Salesforce Setup Wizard.

Step 9: Manage Subclients (Optional)

You can optionally modify the default subclient to include the metadata in the backups. For more information, see Backing Up Salesforce Metadata.

Step 10: Perform a Backup and Restore

Last modified: 3/16/2021 4:44:16 PM