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
From the navigation pane, go to Protect > Salesforce.
The Salesforce page appears.
Click Add app.
The Add Salesforce organization page appears.
In the Configure organization section, enter the following information:
In the Name box, enter a name for the specific Salesforce organization.
From the Plan list, select a server plan.
Under Salesforce account details, enter the account information:
From the Environment list, select one of the following:
Sandbox
Production
Next to Connection details, select the credentials to use to connect to Salesforce:
Connection type | Steps |
---|---|
OAuth |
|
Password authentication |
|
Click Save.