Loading...

Completing the Salesforce Setup Wizard

When you log on to the Admin Console for the first time, a setup wizard guides you through the core setup required by the applications available in the Admin Console. After you complete the core setup, complete the setup wizard specific to the Salesforce application.

Before You Begin

  • Verify that you have the Salesforce API token. Salesforce sends this token the first time that you sign in to your account.

    For additional information about Salesforce tokens, go to the Salesforce help site, Reset Your Security Token.

  • Create a Connected App in Salesforce.

Procedure

  1. From the navigation pane, click Getting Started.

    The Add Salesforce client page appears.

  2. Launch the Salesforce Setup Wizard.
    • If you do not see the Cloud Apps tile, in the blank tile, click Set up more solutions, and then click Complete Setup for Salesforce.
    • In the Cloud Apps tile,click Complete Setup for Salesforce.

    The Create server backup plan page appears

  3. Create a server backup plan. For more information, see Creating a Server Plan.
  4. Click Save.

    The Add a Salesforce app page appears.

  5. Enter the information on how you connect to Salesforce.

    Under Connection Details, provide the following information:

    1. In the Salesforce login URL box, type the URL that you use to connect to Salesforce.
    2. In the User Name box and Password boxes, type the user credentials that you use to connect to Salesforce.
    3. In the API Token box, type the token that you use to connect to Salesforce.
    4. In the Consumer Key box, type the Salesforce consumer key.
    5. In the Consumer Secret box, type the Salesforce consumer secret.
  6. Under General, provide the following information:
    1. In the App name box, type the name that you want to use to identify the specific Salesforce organization.
    2. In the Instance name box, type the name that you want to use to identify the Salesforce database.
    3. From the client list, select the server where you installed the Cloud Connector package.
    4. From the Plan list, select the server plan that you created in the Setup Wizard.
    5. In the Data backup streams box, type the number of streams that you want to use for backups. A general guideline is four streams for a small organization and eight streams for a large organization.
  7. Click Save.

    The Backup Options page appears.

  8. 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.

      Note: The software uses this value as the default for all subclients that you create for this virtual client.

    2. Best Practice: To back up the data 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 owner permissions for the database.

        Note: If you use a SQL server, the user must be a SQL authentication user.

  9. Click Save.

Result

The Commvault software creates the instance and a default backup set and subclient for the instance.

Last modified: 3/25/2019 4:24:24 PM