Step 2. Configure Connection to Salesforce Organization

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    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 Log in with Salesforce account section:
    1. Choose whether you will protect an organization hosted on a production or sandbox Salesforce instance.
    2. Click Log in with Salesforce account. You will be redirected to the Salesforce authentication webpage.
    3. On the Salesforce authentication webpage, enter credentials of a Salesforce user of the organization that you want to protect, and click Log in.

    The specified Salesforce user must be assigned permissions required for Veeam Backup for Salesforce to be able to perform backup and restore operations. For information, see Required Permissions.

    Note

    Veeam Backup for Salesforce does not store Salesforce user credentials used to log in to Salesforce. To authorize in Salesforce and access Salesforce data, Veeam Backup for Salesforce uses the Connected App specified during the initial configuration. You can change the Connected App as described in Changing Connected App Tokens, but keep in mind, that after changing the Connected App, you will have to re-authorize all connections to Salesforce organizations added to Veeam Backup for Salesforce.

    1. 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, you can 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.
    2. In the Connect to a database section, choose a database that will be used to protect the specified 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 Adding Databases.
    • To specify an already added database, select the database from the list. The Database list displays only databases added to Veeam Backup for Salesforce beforehand if these databases are not used to protect any other Salesforce organization. To learn how to add databases, see Adding Databases.

    Important

    You can specify only an empty database to store the backed-up data. One database can be used to protect only one organization. If the specified database contains any data, Veeam Backup for Salesforce will not be able to perform backup.

    Configuring Connection to Salesforce Instance