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Getting Started with Salesforce

Review each of the topics to get started.

Step 1: Install the Commvault Package

If your backup administrator has not already installed the Commvault package, then you must install it.

For more information, see Installing the Commvault Package.

Step 2: Obtain Your User Credentials

Obtain the following information from your backup administrator:

  • The Admin Console URL
  • Your Admin Console user credentials

Step 3: Review Requirements

Review the following topics to learn more about the requirement for Salesforce:

Step 4: Review the Salesforce Prerequisites

  • The following Salesforce editions are supported:
    • Lightning Developer
    • Lightning Enterprise
    • Lightning Performance
    • Lightning Unlimited

    For additional support information, see Supported Salesforce Editions and Products.

  • 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 backup client.
  • Review the disk requirements for the backup client. For more information, see Salesforce Backup Client Requirements.

Step 5: Configure the Salesforce Environment

Step 6: Configure a Database Server

If you need a local copy of the Salesforce data, you can store your Salesforce data in a MSSQL database or in a PostgreSQL database that you can access from the internal network. Each Salesforce organization needs a separate database. For example, if you back up two production organizations and one sandbox organization and need a local copy of all three, configure three databases.

MSSQL Server

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

  • If you install MSSQL on a server, have the following information:
    • The MSSQL server name
    • The database name, instance name, and database port
    • The credentials for a user who has owner permissions for the database
  • Verify that the client where you perform the Salesforce backup operations meets the system requirements. For more information, see Salesforce Backup Client Requirements.

PostgreSQL Server

To have a local copy of the Salesforce data, you can install PostgreSQL on a 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 owner permissions for the database
  • Verify that the client where you perform the Salesforce backup operations meets the system requirements. For more information, see Salesforce Backup Client Requirements.

Step 7: 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 8: Log on to the Admin Console

Access the Admin Console by using the URL that was displayed on the installation completion page, or that you received from your backup administrator.

Step 9: Register the Admin Console

If you have not done so, register your Admin Console.

Step 10: Complete the Core Setup Wizard

If you have not done so,configure core information by completing the Core Setup Wizard.

Step 11: Configure Servers to Manage Your Cloud Data

You must configure a server with the Cloud Connector package to manage backups and restores of your Cloud Application data. This server acts as a proxy client to manage backup and restore operations.

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

Step 12: Complete the Salesforce Setup Wizard

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

Step 13: 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 14: Perform a Backup and Restore

Last modified: 4/10/2019 6:40:25 PM