Editing Organizations

For each Salesforce organization added to the configuration database, you can change the alias — organization name displayed in the Veeam Backup for Salesforce Web UI, edit connection settings and re-assign the organization to another company.

Renaming Organizations

When you connect to a Salesforce organization, Veeam Backup for Salesforce automatically collects basic organization details and uses the organization ID to create an alias. To change the alias, do the following:

1. Switch to the Configuration page.
2. Navigate to Salesforce > Salesforce Orgs.
3. Select the necessary organization and click Rename.
4. In the Rename Salesforce Alias window, specify a new name that will be displayed in the Salesforce Alias column of the Salesforce Orgs tab, and click Apply.

Changing Company

To assign organizations to another company, do the following:

1. Switch to the Configuration page.
2. Navigate to Salesforce > Salesforce Orgs.
3. Select the necessary organization, and click Change Company.
4. In the Change Company window:

1. Choose whether you want to assign the organization to an existing or to a new company.

• If you want to add a new company to Veeam Backup for Salesforce and to re-assign the organization to this company, select the Create new company option, and specify a name for the new company.
• If you want to re-assign the organization to an existing company, select the Select existing company option, and choose the necessary company from the drop-down list.

For a company to be displayed in the list, it must be created beforehand as described in Adding Companies.

2. Click Apply.