Adding a Salesforce Organization
Configure an organization so that you can perform backup and restore operations on your Salesforce data.
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 Knowledge Base page, Reset Your Security Token.
- Adding a Connected App in Salesforce.
- From the navigation pane, expand Solutions > Apps > Cloud Apps, and then click Add a Salesforce organization.
The Add a Salesforce organization page appears.
- In the Organization box, type the name of the Salesforce organization.
- Under Account details, enter the information on how you connect to Salesforce.
- In the Salesforce login URL box, type the URL that you use to connect to Salesforce.
- In the User Name box and Password boxes, type the user credentials that you use to connect to Salesforce.
- In the API Token box, type the token that you use to connect to Salesforce.
- In the Consumer Key box, type the Salesforce consumer key.
- In the Consumer Secret box, type the Salesforce consumer secret.
- Under Backup Options, specify the backup location.
- From the Backup Plan list, select the plan.
- Determine what data to include in the backup. The software includes the Salesforce objects by default.
- To include the files, select the Salesforce files check box.
- To include the metadata, select the Salesforce metadata check box.
Note: You must select this check box if you want to compare the Salesforce data.
- Best Practice: Click Test Connection to verify that you can connect to Salesforce.
- Click Save.
The Salesforce organization is added to Commvault. The software automatically backs up the Salesforce organization data using the schedule that is associated with the plan.
What to Do Next
Last modified: 1/16/2019 9:30:48 PM