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.

Renaming Organizations

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.

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

  1. Click Apply.

Important

If you have an AWS KMS account connected to the protected organization, you will not be able to re-assign the organization to any other company unless this company does not have the same AWS KMS account connected. To work around the issue, you can either connect the necessary AWS KMS account to the specified company or edit the encryption settings of the backup policy of the protected organization to choose a built-in encryption key instead of the AWS KMS key.

 

Changing Company

Page updated 10/24/2024

Page content applies to build 3.0.0.1769