Adding a Salesforce App


Add an app so that you can perform backup and restore operations on your Salesforce data.

Before You Begin

  • Add permissions to Salesforce profiles for the Salesforce users who will perform the back up operations and the restore operations.

  • If your Salesforce org is configured to use SSO as the user login method, and SSO is the only method used, you must use OAuth authentication.


  1. From the navigation pane, go to Protect > Salesforce.

    The Salesforce page appears.

  2. Click Add organization.

    The Add Salesforce organization page appears.

  3. In the Configure organization section, enter the following information:

    1. In the Name box, enter a name for the specific Salesforce organization.

    2. From the Plan list, select a server plan.

  4. Under Salesforce account details, enter the account information:

    1. From the Environment list, select one of the following:

      • Sandbox

      • Production

  5. Next to Connection details, select the credentials to use to connect to Salesforce:

    Click Login with Salesforce, and the log on to Salesforce.

  6. Click Save.