Creating Salesforce Backup Sets

To ensure that all data is protected, create a backup set for one Salesforce admin user. The data that users can protect depends on the Salesforce credentials. Users can protect all data that they can view in Salesforce. The backup set name is the user name.

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 website, Reset Your Security Token.

• Obtain the user name and password for the Salesforce admin user who will perform data protection operations on the backup set.

• 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 is able to connect to the database instance using JDBC URL.

  • The database name

  • The credentials for a user who meets the access requirements

• If you want to connect to Salesforce by using a mutual authentication certificate, review the information in Connecting to Salesforce Using Mutual Authentication.

Procedure

1. In the CommCell Browser, go to Client Computers > client > Cloud Apps.

2. Right-click the instance, and then go to All Tasks > New Backup Sets.

   The Create New Salesforce Backup Set dialog box appears.

3. On the General tab, select the information on how to back up and store the data.

   1. From the Storage Policy list, select the storage policy to use for the backups.

   2. In the Number of Data Backup Streams box, type the number of streams that the software uses to back up the data.

4. On the Connection Details tab, enter the information on how you connect to Salesforce:

   1. In the User Name box and Password box, type the Salesforce user credentials.

   2. In the API Token box, type the token that you use to connect to Salesforce.

   3. Optional: In the Mutual auth certificate box, enter the path to the PEM file.

   4. Click Test Connection to verify that you can connect to Salesforce.

5. On the Backup Options tab, 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.

   2. To back up Salesforce objects 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 permissions for the database.

        Note

        If you use Microsoft SQL Server, the user must be a SQL authentication user.

6. Click OK.

What to Do Next

Perform a backup.