Step 2. Configure Connection to Salesforce Organization

At the Connection step of the wizard, connect to a Salesforce organization and specify a database that will be used to store backed-up data:

1. In the Select Salesforce organization section:

1. Choose a Salesforce organization that you want to protect. You can choose an organization that is already connected to Veeam Backup for Salesforce or connect to a new organization. For an organization to be displayed in the list of available organizations, it must not be protected by any other backup policy on this management server and must belong to the company selected at step 1.

To connect to a new organization, click Connect new Salesforce organization and follow the instructions provided in section Adding Organizations.

2. Back to the Add Backup Policy wizard, check whether any errors occurred during the authentication process and do the following:

1. In the Verify permissions section, verify whether the permissions assigned to the specified user are enough to perform backup and restore operations. To do that, click Verify permissions and wait for the check to complete. If any of the permissions are missing, you must grant them in the Salesforce console manually as described in Salesforce documentation.
2. In the Connect to a database section, choose a database that will be used to store backups of the protected Salesforce organization. To do that, click Select a database. The Database connection window will open.

You can add a new database or select a database that has already been added to Veeam Backup for Salesforce:

• To add a database without closing the Add Backup Policy wizard, click New Database Connection and specify connection settings in the Add Database Connection window as described in section Adding Databases.
• To specify an already added database, select the database from the list. For a database to be displayed in the list of available databases, it must be created as described in section Adding Databases. You cannot choose a database that is used to protect any other Salesforce organization as one database can be used to protect one organization only.