---
title: "Step 2. Configure Connection to Salesforce Organization"
description: "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: In the Select Salesforce organization section: Choose a Salesforce organization that you want to protect."
canonical: "https://helpcenter.veeam.com/docs/backup_salesforce/userguide/add_backup_policy_connect_salesforce.html"
breadcrumb: "User Guide > Performing Salesforce Backup > Creating Backup Policies > Step 2. Configure Connection to Salesforce Organization"
dateModified: "2026-10-16"
---

# 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](add_backup_policy_wizard.md).

      To connect to a new organization, click **Connect new** **Salesforce** **organization** and follow the instructions provided in section [Adding Organizations](adding_organizations.md).

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

   ::: important

   If an error occurs, check whether the Salesforce organization whose user you used to log in to Salesforce is not protected by another backup policy configured on this management server.

   :::

   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](https://help.salesforce.com/s/articleView?id=sf.permissions_about_users_access.htm&language=en_US&type=5).
   2. <a id="database"></a>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](adding_databases.md).
      - 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](adding_databases.md). 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.

      ::: notes

      When connecting to a database, consider the following:

      - You can either connect to an empty database or a database with the same schema as the source database. In latter case, the organization IDs of the both databases must be the same.
      - You can connect only to a database that belongs to the company that you selected at [step 1](add_backup_policy_wizard.md).

      :::

[![Creating Backup Policy](images/add_backup_policy_sf_connection.png "Creating Backup Policy")](images/add_backup_policy_sf_connection.png){.toggle scale=60}