Commvault Configuration for Salesforce

After you install the Cloud Apps package on a physical client, configure the following components.

  • Pseudo-client

  • Instances

  • Backup Sets

Pseudo-Client Configuration

A pseudo-client is the interface that protects your Salesforce data.

For more information, see Creating a Salesforce Pseudo-Client.

Instance Configuration

An instance is a logical entity used to manage backup and restore operations for Salesforce data.

Create a Salesforce instance for each Salesforce organization.

The Commvault software creates the first instance when you add a pseudo-client on the CommCell Console.

For more information, see Creating a Salesforce Instance.

Backup Set Configuration

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

For more information about how to create a Salesforce backup set, see Creating Salesforce Backup Sets.

If you created an instance that did not use the option to back up the data to a database and you now want to back up to a database, modify the backup set and configure the option.

For more information, see Modifying Salesforce Backup Sets to Sync to a Database.

Subclient Configuration

If you want to back up the Salesforce metadata, then you must include the metadata in the subclient content. For more information, see Backing Up Salesforce Metadata.

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