Commvault Configuration for Salesforce
After you install the Cloud Apps package on a physical client, configure the following components.
- Backup Sets
A pseudo-client is the interface that protects your Salesforce data.
For more information, see Creating a Salesforce Pseudo-Client.
An instance is a logical entity used to manage backup and restore operations for Salesforce data.
Create a Salesforce instance for each Salesforce organization.
The Commvault software creates the first instance when you add a pseudo-client on the CommCell Console.
For more information, see Creating a Salesforce Instance.
Backup Set Configuration
To ensure that all data is protected, create a backup set for one Salesforce admin user.
For more information about how to create a Salesforce backup set, see Creating Salesforce Backup Sets.
If you created an instance that did not use the option to back up the data to a database and you now want to back up to a database, modify the backup set and configure the option.
For more information, see Modifying Salesforce Backup Sets to Sync to a Database.
If you want to back up the Salesforce metadata, then you must include the metadata in the subclient content. For more information, see Backing Up Salesforce Metadata.
Last modified: 7/15/2019 6:29:09 PM