Creating Salesforce Backup Sets

To ensure that all data is protected, create a backup set for one Salesforce admin user.

Before You Begin

  • If your account logs on through the API, then verify that you have the Salesforce API token. Salesforce sends this token the first time that you sign in.

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

  • Obtain the user name and password for the Salesforce admin user that will perform data protection operations on the backup set.
  • Verify that you have your storage policy.
  • To back up the data up to a database, make sure that you have the following information:
    • The type of database
    • The client that hosts the database
    • The database name
    • The credentials for a user who has owner permissions for the database


  1. From the navigation pane, expand Solutions > Apps > Salesforce > instance, and then click Add backup set.

    The Add Salesforce backup set page appears.

  2. Under General, enter the client details.
    1. From the Storage Policy list, select the storage policy that you want to use for backups.
    2. In the Number of Data Backup Streams box, type the number of streams that you want to use for backups.
  3. Click Next.
  4. Under Connection Details, enter the information on how you connect to Salesforce.
    1. In the API Token box, type the token that you use to connect to Salesforce.
    2. In the Consumer Key box, type the Salesforce consumer key.
    3. In the Consumer Secret box, type the Salesforce consumer secret.
  5. Click Next.
  6. Under Backup Options, 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.

  7. Click Save.


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

Last modified: 1/28/2019 10:19:18 PM