Creating Salesforce Instances

Create a Salesforce instance.

Before You Begin

• Verify that you have your consumer key and your consumer secret.

• If your account logs on through the API, verify that you have the Salesforce API token. Salesforce sends this token the first time that you sign in. The software uses this value as the default for all subclients that you create for this pseudo-client.

  For additional information about Salesforce tokens, go to the Salesforce help website, Reset Your Security Token.

• 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. From the CommCell Browser, right-click Client Computers, go to New Client > Cloud Apps, and then click Create New Instance.

   The New Salesforce Instance dialog box is displayed.

2. On the General tab, provide the client details:

   1. In the Client Name box, type the name that you want to use to identify the specific Salesforce organization.

   2. In the Instance Name box, type the name that you want to use to identify the Salesforce database.

   3. From the Access Node list, select an access node.

      Clients that have the Cloud app package installed can act as access nodes. Select a client group as the access node to automatically find an online node to use for Salesforce backups and restores.

   4. From the Storage Policy list, choose the storage policy that you want to use for backups.

   5. In the Number of Data Backup Streams box, type the number of streams that you want to use for backups.

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

   1. In the Salesforce login URL, type the URL that you use to connect to Salesforce, for example https://login.salesforce.com/.

   2. In the User Name box and Password box, type the admin user credentials that you use to connect to Salesforce.

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

   4. Select the Enable REST API for the file download check box.

   5. In the Consumer Key box, type the Salesforce consumer key.

   6. In the Consumer Secret box, type the Salesforce consumer secret.

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

   8. Best Practice: Click Test Connection to verify that you can connect to Salesforce.

4. 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.

5. Click OK.

Result

The Commvault software creates the instance and a default backup set and subclient for the instance.

What to Do Next

Perform a backup.