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2022E (11.28)

Adding a Salesforce App as a Tenant Administrator

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Add an app so that you can perform backup and restore operations on your Salesforce data.

Before You Begin

Decide whether you want to connect to Salesforce with OAuth or with a user name and password. If you want to connect with a user name and password, add a connected app in Salesforce to acquire the Salesforce consumer key and the Salesforce consumer secret.

Procedure

  1. From the navigation pane, go to Protect > Salesforce.

    The Salesforce page appears.

  2. Click Add app.

    The Add Salesforce organization page appears.

  3. In the Configure organization section, enter the following information:

    1. In the Name box, enter a name for the specific Salesforce organization.

    2. From the Plan list, select a server plan.

  4. Under Salesforce account details, enter the account information:

    1. From the Environment list, select one of the following:

      • Sandbox

      • Production

    2. Next to Connection details, select the credentials to use to connect to Salesforce:

Connection type

Steps

OAuth

  1. Click OAuth.

  2. Click Login with Salesforce.

Password authentication

  1. Click Password authentication.

  2. In the Salesforce login URL box, enter the URL that you use to connect to Salesforce.

  3. In the User name box and Password boxes, enter the user credentials that you use to connect to Salesforce.

  4. Optional: In the API token box, enter the token that you use to connect to Salesforce.

    Salesforce sends the API token the first time that you sign in to your account. For additional information about Salesforce tokens, go to "Reset Your Security Token" on the Salesforce help site.

  5. In the Consumer key box, enter the consumer key.

  1. In the Consumer secret box, enter the consumer secret.

  1. Click Save.

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