Veeam Backup for Salesforce 2.0
User Guide
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Veeam Backup for Salesforce 2.0
User Guide
  • Overview
  • Solution Architecture
  • Planning and Preparation
    • System Requirements
    • Ports
    • Permissions
    • Considerations and Limitations
    • Sizing and Scalability Guidelines
      • PostgreSQL
      • Log Storage
      • File Storage
  • Licensing
    • Installing and Removing License
    • Viewing License Information
  • Deployment
    • Installing Veeam Backup for Salesforce on RedHat, Oracle and CentOS Machines
    • Installing Veeam Backup for Salesforce on Ubuntu Machines
    • Performing Initial Configuration
      • Step 1. Accept License Agreement
      • Step 2. Create Local Administrator
      • Step 3. Connect to Database
      • Step 4. Provide License File
      • Step 5. Create Connected App
      • Step 6. Connect to Salesforce
      • Step 7. Set Backup Policy Schedule
      • Step 8. Finish Working with Wizard
  • Accessing Veeam Backup for Salesforce
  • Configuring Veeam Backup for Salesforce
    • Managing Salesforce Organizations
      • Adding Organizations
      • Editing Organizations
        • Editing Connections
      • Removing Organizations
    • Managing Companies
      • Adding Companies
      • Editing Companies
      • Removing Companies
    • Managing Databases
      • Adding Databases
      • Editing Database Connections
      • Removing Databases
    • Managing Users
      • User Roles and Permissions
      • Adding Users
      • Editing Users
      • Removing Users
    • Configuring Security Settings
      • Changing Connected App Tokens
      • Configuring IdP and SSO Settings
      • Viewing Audit Trail
    • Managing Alerts
      • Configuring Notification Settings
      • Creating Alerts
        • Alert Variables
      • Editing Alerts
    • Configuring Advanced Settings
  • Performing Backup
    • Creating Backup Policies
      • Step 1. Launch Add Backup Policy Wizard
      • Step 2. Configure Connection to Salesforce Organization
      • Step 3. Configure Backup Settings
        • Step 3.1 Configure Backup Schedules
          • Creating Schedules
        • Step 3.2 Configure Additional Options
      • Step 4. Enable Backup of Files and Attachments
      • Step 5. Configure Retention Settings
      • Step 6. Finish Working with Wizard
    • Starting and Stopping Backup Policies
    • Disabling and Enabling Backup Policies
    • Editing Backup Policies
    • Removing Backup Policies
    • Viewing Backup Policy Details
      • Viewing Policy Sessions
  • Viewing Backed-Up Data
  • Performing Restore
    • Creating Restore Jobs
      • Restoring Records
        • Step 1. Launch Restore Records Wizard
        • Step 2. Specify Restore Job Info
        • Step 3. Select Organization
        • Step 4. Choose Data to Restore
        • Step 5. Choose Attachments to Restore
        • Step 6. Enable Hierarchy Restore
          • How Veeam Backup for Salesforce Restores Object Hierarchy
        • Step 7. Configure Additional Restore Settings
        • Step 8. Check Permissions
        • Step 9. Finish Working with Wizard
      • Restoring Field Values
        • Step 1. Launch Restore Field Values Wizard
        • Step 2. Specify Restore Job Info
        • Step 3. Select Organization
        • Step 4. Choose Data to Restore
        • Step 5. Select Fields to Restore
        • Step 6. Configure Additional Restore Settings
        • Step 7. Check Permissions
        • Step 8. Finish Working with Wizard
      • Restoring Files
        • Step 1. Launch Restore Files Wizard
        • Step 2. Specify Restore Job Info
        • Step 3. Select Organization
        • Step 4. Select Files to Restore
        • Step 5. Finish Working with Wizard
      • Restoring Metadata
        • Step 1. Launch Restore Metadata Wizard
        • Step 2. Specify Restore Job Info
        • Step 3. Select Organization
        • Step 4. Select Metadata to Restore
        • Step 5. Review Restore List
        • Step 6. Finish Working with Wizard
    • Starting and Stopping Restore Jobs
    • Cloning and Editing Restore Jobs
    • Removing Restore Job Drafts
    • Configuring Restore Mapping Settings
    • Viewing Restore Job Details
      • Viewing Restore Sessions
  • Updating Veeam Backup for Salesforce
    • Upgrading Veeam Backup for Salesforce
    • Checking for Updates
    • Installing Updates
    • Viewing Updates History
  • Getting Technical Support
  • Appendices
    • Appendix A. Unsupported Objects
    • Appendix B. Replacing Security Certificate
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>User Guide>Configuring Veeam Backup for Salesforce>Managing Users

Managing Users

In this article

    Veeam Backup for Salesforce can be fully managed by a single built-in administrator account created during initial configuration. If you want to provision more users and leverage the role-based access, you can do that by connecting to an identity provider (IdP).

    In This Section

    • User Roles and Permissions
    • Adding Users
    • Editing Users
    • Removing Users

    Page updated 8/22/2023

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