Adding Organizations

To add a new Salesforce organization, do the following:

To add a new Salesforce organization, do the following:

1. Switch to the Configuration page.
2. Navigate to Salesforce > Salesforce Orgs.
3. Click Add Salesforce Organization.
4. In the Add Salesforce Organization window, do the following:

1. In the Log in with Salesforce account section, connect to a Salesforce organization that you want to add. To do that:

1. Choose whether you want to use a Salesforce organization hosted on a production instance, sandbox instance or custom domain. If you select the Custom option, you must also specify the organization domain name.
2. Click Log in with Salesforce account. You will be redirected to the Salesforce authentication page.
3. On the Salesforce authentication page, enter credentials of a Salesforce user that will be used to authorize the connection to Salesforce, and click Log in.

The specified Salesforce user must be assigned all the necessary permissions required to perform backup and restore operations. For more information on the required permissions, see Permissions.

2. In the Select company section, 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 assign the organization to it, select the Create new company option, and specify a name for the new company.
• If you want to assign the organization to an existing company, select the Choose existing company option, and choose the necessary company from the drop-down list.

For a company to be displayed in the list of available companies, it must be created as described in section Adding Companies.

3. Click Save.