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Getting Started with Salesforce

Step 1: Review Requirements and Supported Features

Review the following topics to learn more about the requirements and supported features of Salesforce:

Step 2: Review the Salesforce Prerequisites

  • The following Salesforce editions are supported:
    • Lightning Developer
    • Lightning Enterprise
    • Lightning Performance
    • Lightning Unlimited

    For additional support information, see Supported Salesforce Editions and Products.

  • You must have a Salesforce admin user and a security token for your Salesforce account.
  • Verify that you can connect to the Salesforce login URL from the access node.
  • Review the configuration and disk requirements for the access node. For more information, see Checking the Values for Salesforce Storage Usage.

Step 3: Install the Cloud Apps Package on the Linux Access Node

Review the following topics to prepare for the installation and to select the installation method that is most appropriate for your environment.

Step 4: Configure the Salesforce Environment

Step 5: Configure a Database Server

If you need a local copy of the Salesforce data, you can store your Salesforce data in a Microsoft SQL Server database or in a PostgreSQL database that you can access from the internal network. Each Salesforce organization needs a separate database. For example, if you back up two production organizations and one sandbox organization and need a local copy of all three, configure three databases.

Microsoft SQL Server

To have a local copy of the Salesforce data, you can install Microsoft SQL server. You can also use an Amazon RDS SQL server or an Azure SQL server. For information on the requirements, see Microsoft SQL Server Requirements for Salesforce.

  • If you install Microsoft SQL Server, have the following information:
    • The Microsoft SQL server name
    • The database name, instance name, and database port
    • The credentials for a user who has owner permissions for the database
  • Verify that the client where you perform the Salesforce backup operations meets the system requirements. For more information, see Checking the Values for Salesforce Storage Usage.

PostgreSQL Server

To have a local copy of the Salesforce data, you can install PostgreSQL on a server. For information on the requirements,see PostgreSQL Requirements for Salesforce.

  • If you install PostgreSQL on a server, have the following information:
    • The PostgreSQL server name
    • The database name, instance name, and database port
    • The credentials for a user who has super user permissions for the database
  • Verify that the client where you perform the Salesforce backup operations meets the system requirements. For more information, see Checking the Values for Salesforce Storage Usage.

Step 6:Configure the Commvault Environment

  1. Open the CommCell Console.
  2. Configure a Storage Device.
  3. Create a Storage Policy.
  4. If you configured an http proxy host for internet connections, then you need to configure the clients to access internet resources through the server. For more information, see Configuring an HTTP Proxy Server for the CommServe Computer.
  5. Create a Salesforce pseudo-client.
  6. Optional: You can modify the default subclient or create subclients.
  7. Optional: Decide whether you want the following additional functionality:

Step 7: Run Your First Backup and Restore

Last modified: 7/18/2019 6:29:46 PM