V11 SP8

Getting Started with Salesforce

Step 1: Review Requirements and Supported Features

Review the following topics to learn more about the requirements and supported features of Salesforce:

Step 2: Review the Salesforce Prerequisites

  • Verify that you have one of the following Salesforce editions:
    • Lightning Developer
    • Lightning Enterprise
    • Lightning Performance
    • Lightning Unlimited
  • You must have a Salesforce admin user and a security token for your Salesforce account.
  • Verify that you can connect to the Salesforce login URL from the backup client.
  • Review the configuration and disk requirements for the backup client. For more information, see Salesforce Backup Client Disk Space Requirements.

Step 3: Install the Cloud Connector on the Linux Backup Client

Review each of the following topics to prepare for the installation and to select the installation method that is most appropriate for your environment.

Step 4: Configure the Salesforce Environment

Step 5: Configure the MSSQL Server

If you want to have a local copy of the Salesforce data, install MSSQL on a server, or you can use an Amazon RDS SQL server instance that you can access from the internal network. For information on the requirements, see MSSQL Requirements for Salesforce.
  • If you install MSSQL on a server, make sure that you have the following information:
    • The MSSQL server name
    • The database name, instance name, and database port
    • The credentials for a user that has read and write permissions for the database
  • Make sure that the client where you perform the Salesforce backup operations meets the system requirements. For more information, see Salesforce Backup Client Disk Space Requirements.

Step 6: Configure the Commvault Environment

  1. Open the CommCell Console.
  2. Configure a Storage Device.
  3. Create a Storage Policy.
  4. Create a Salesforce pseudo-client.
  5. Optional: Decide whether you want the following additional functionality:

Step 7: Run Your First Backup and Restore