Complete the Salesforce Guided Setup

Add permissions to Salesforce profiles for the Salesforce users who will perform the backup and restore operations.

• If you are an MSP and you want your tenant administrators to create the Salesforce app, see Managed Server Provider Configuration.

• Add a Connected App or External Client App in Salesforce.

• Only OAuth authentication is supported for Salesforce connections. This requires providing the Salesforce consumer key and consumer secret. Port 443 must be open for one-way communication between the Web Server and Salesforce Cloud.

  Important

  For new configurations in Commvault LTS Release 11.40 and later, OAuth authentication is mandatory. For existing configurations, username-password authentication is no longer supported and must be migrated to OAuth.

• Review the requirements for the Microsoft SQL server database or the PostgreSQL database, and then verify that you have the following database information:

  • The type of database

  • The client that hosts the database. The access node must be able to connect to it using a JDBC URL.

  • The database name

  • The credentials for a user who meets the access requirements

• Verify that the Salesforce navigation item is visible in the left navigation menu.

  From the Command Center navigation pane, go to Manage > Account > Security. Click the Navigation tile. Expand Protect, and then in the user persona column for Salesforce, select the check boxes.

  For more information, see Customizing the Navigation Menu for One Company or All Companies.

1. From the Command Center navigation pane, go to Explore > Service catalog.

2. On the Salesforce tile, click Configure.

3. Start the Salesforce trial or continue to the configuration tool:

   • If you have never configured a Salesforce app before, the Salesforce configuration tool appears.

     1. Click Start Trial.

        The Configure Salesforce message box appears. You must wait while the Commvault software activates the Commvault subscription and creates backup plans for backing up Salesforce.

     2. When this process is complete, click Close.

   • If you have configured a Salesforce app before, the Salesforce Trial message appears.

4. Click Continue.

5. Select Backup, and then click Next.

6. For Region, select the region where you want to back up the Salesforce data, and then click Next.

7. For Connected app, choose how to authenticate with Salesforce:

   • Commvault Connected App (Recommended): Use the Commvault-hosted connected app pre-configured to authorize your Salesforce account.

   • Bring your own Connected App: Use your own Salesforce connected app credentials.

8. Enter a name for the Salesforce organization.

9. From the Environment list, select Production or Sandbox.

10. If you selected Bring your own Connected App:

    1. From the Connected app credentials list, select existing credentials or click Create new.

    2. If creating new credentials, add the Consumer key and Consumer secret, and then click Save.

11. Click Sign in with Salesforce, and then log in to your Salesforce account.

12. Click Close, and then Next.

13. Select a backup plan, and then click Create.

1. From the Command Center navigation pane, go to Explore > Service catalog.

2. On the Salesforce tile, click Configure.

3. Select Backup, and then click Next.

4. Enter the access node and database information:

   1. From the Access nodes list, select an access node.

   2. For Download cache path, enter a path on the access node where data downloaded from Salesforce can be temporarily stored.

   3. From the Database type list, select the database type (PostgreSQL or Microsoft SQL Server).

   4. For Database host, enter the client that hosts the database.

   5. For Database name, enter the database name.

   6. For Database port, enter the port that you use to connect to the database.

   7. For Sync DB credentials, select existing credentials or create new ones.

   8. Click Test Connection to verify the database connection.

5. Enter a name for the Salesforce organization.

6. From the Environment list, select Production or Sandbox.

7. From the Connected app credentials list, select existing credentials or click Create new.

   If creating new credentials, add the Consumer key and Consumer secret, and then click Save.

8. Click Sign in with Salesforce, and then sign in to your Salesforce account.

9. Click Close, and then Next.

10. Select a backup plan, and then click Create.