Editing Organizations

In this article

    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 the new organization name that will be displayed in 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, it must be created beforehand as described in Adding Companies.

    1. Click Apply.

    Changing Company