Veritas Alta™ SaaS Protection Administrator's Guide

To add a connector for Salesforce data and metadata

1. Access the Veritas Alta SaaS Protection Administration portal.

   The home page of the Administration portal is displayed.

2. Click Administration.
3. On the left, click Connectors.
4. Click + New Connector.
5. Click Salesforce.
6. On the New Connector page, do the following to configure the General settings:

   • In the Connector name field, enter a name for the connector.

     Note:

     The Type field displays the connector type.

   • From the Stor for unstructured data (files, attachments and metadata) drop-down list, select the SalesforceFiles Stor that Veritas provided for you as one of the prerequisites for connector creation.

     Note:

     The same Stor can be used with multiple connectors.

     If the Stor is not available, contact Veritas Support.

   • From the Stor for structured data (objects and records) drop-down list, select the SalesforceFiles Stor that Veritas provided for you as one of the prerequisites for connector creation.

     If the Stor is not available, contact Veritas Support.

   • The Machine field displays the Connector service to host this connector.

     You can change the selected one from the list if required.

   • (Optional) Enable the Enable email notification option to receive backup job status email notifications.

   • Click Next.

7. Configure the capture scope.

   By default, Veritas Alta SaaS Protection supports the backup of all Standard Objects, Custom Objects, Files, Attachments, Documents, and Metadata from the targeted Salesforce organization.

   See Limitations of Salesforce connector.

   You can also choose to have backup and restore support for items such as Feed objects, History objects, and Share objects. By default, these objects are skipped from being backed up. Selecting these objects for backup results in a longer backup time. If required, select checkboxes of these items to back up and then click Next.

8. Do the following to configure the credentials.

   • From the Salesforce organization type drop-down list, select the required type: Production or Sandbox.

   • In the Salesforce organization user name field, enter username of the Veritas Alta SaaS Protection backup admin user that is created as pre-requisites.

   • In the Salesforce organization instance URL field, enter the URL of the targeted Salesforce organization.

   • In the Consumer key field, enter the key, which is generated while adding the Veritas Alta SaaS Protection Connected application within the targeted Salesforce organization.

   • Click Generate certificate.

     A success message is displayed.

     Note:

     Certificate is used for OAuth-based authentication.

   • On the pop-up, click Keep to download the certificate.

   • Save the certificate to the local computer.

     Note:

     After completing the connector creation process, upload this certificate to the targeted Salesforce organization.

   • Click Next.

9. (Optional) Do the following to scheduled backups for the target Salesforce organization.

   • Click + Add task.

   • On the Add task page, do the following:

     • Enter the time to start the backup in the Local start time field.

     • Enter the time duration in hours in the Duration in hours field. The backup stops if it exceeds the allotted time. In such a case, the remaining items from the previous backup and the new items are backed up on the next backup, which can be a full backup. If this option is configured, provide a suitable time for the backup to finish.

     • Set the recurrence option for the backup schedule Recurrence section.

     • Click Add.

   • Click Next.

10. (Optional) If you have enabled the Enable email notification options option while configuring the general settings, do the following:

    • Click Enable this feature > enter the email address.

    • Select the Send an email when error count exceeds check box > enter the number.

    • Click Next.

11. Do any of the following:

    • Click the corresponding Edit option to edit the configuration.

    • Click Save & Backup to save the connector configuration and start a backup.

      After the backup starts, you can go to the Connectors page to view the progress of the backup. The status of the connector must be displayed as Running.

    • Click Save to save the connector. You can go to the Connectors page to view the status of the connector. The status must be displayed as Created.

    On the successful creation of a Salesforce connector, the following settings are linked together:

    The targeted Salesforce organization. The Stors that hold the backed-up data in Veritas Alta SaaS Protection. The Connected app to get permissions and access needed for reading the organization. Veritas Alta SaaS Protection Backup admin user is created in the targeted Salesforce organization for authentication. The connector configuration also captures the backup schedule so that periodic backups of the same Salesforce organization are taken. Each backup scans Salesforce items and stores them as a separate Restore Point. An export location is auto-created when you create a connector using the Veritas Alta SaaS Protection Administration portal. Note: Veritas Alta SaaS Protection does not support creating export locations using the Export service for the current release.

12. Upload the generated certificate to the targeted Salesforce organization.

    For more information, See Uploading a certificate to the Salesforce organization.