The Salesforce guided setup guides you through adding the Salesforce organization as an app and specifying the location to back up the Salesforce app.
Note: If you are an MSP and you want your tenant administrators to create the Salesforce app, see Managed Server Provider Configuration.
Before You Begin
Add a Connected App in Salesforce. You must have the Salesforce consumer key and the Salesforce consumer secret that are generated when you add the connected app.
Decide if you want to connect to Salesforce with OAuth or with a user name and password. If you connect with OAuth, you will provide the Salesforce consumer key and the Salesforce consumer secret, and then log on to Salesforce. If your Salesforce org is configured to use SSO as the user login method, and SSO is the only method used, you must use OAuth authentication. If you use OAuth, the port that must be open between the Web Server and the Salesforce Cloud is 443 (one way).
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
From the navigation pane, click Guided setup.
The Welcome page appears.
On the Protect tab, in the lower-right of the tiles area, click More.
Click the Salesforce tile.
The Add Salesforce organization page appears. If you already completed the guided setup, the Salesforce 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.
In the Infrastructure settings section, enter the access node and database information:
From the Access node list, select an access node.
In the Download cache path box, enter a path on the access node where data downloaded from Salesforce can be temporarily stored.
From the Database type list, select the database type.
In the Database host box, enter the client that hosts the database.
In the Database name box, enter the database name.
In the Database port box, enter the port that you use to connect to the database.
In the User name and Password boxes, enter the credentials for a user who has permissions for the database.
To test the connection to the database, click Test connection.
Under Salesforce account details, enter the account information:
From the Environment list, select one of the following:
Next to Connection details, select the credentials to use to connect to Salesforce:
OAuth: OAuth credentials are the Salesforce consumer key and the Salesforce consumer secret. The credentials are stored in the Credential Manager so that they can be reused.