Veritas Alta™ SaaS Protection Administrator's Guide

To add a Salesforce connector to back up data and metadata

1. Access the Cohesity Alta SaaS Protection Administration portal.

   The home page of the Administration portal is displayed.

2. On the Backup card, click Connectors.
3. Click New backup connector.
4. Click Salesforce.
5. On the General tab, do the following:

   • In the 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) dropdown list, select the SalesforceFiles Stor provided by Cohesity as a prerequisite for connector creation.

     Note:

     The same Stor can be used for multiple connectors. If unavailable, contact Cohesity Support.

   • From the Stor for structured data (objects and records) dropdown list, select the SalesforceFiles Stor provided by Cohesity as a prerequisite for connector creation.

     If the Stor is not available, contact Cohesity 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.

6. On the Capture scope tab, configure your backup scope.

   By default, Salesforce connectors back up all Standard objects, Custom objects, files, attachments, CRMs, and metadata from the targeted Salesforce organization except for Feed, History, and Share objects, as these objects are not typically critical for business continuity.

   However, you can enable backups for these objects based on your specific needs, considering the following:

   • History objects:

     These objects cannot be restored. Select them for backup only if retaining historical information on record or field-level changes is necessary for auditing purposes.

   • Share objects:

     Only manual Share objects can be restored. Other types of Share objects cannot be restored due to Salesforce API limitations.

     Note:

     During the Salesforce restore, Share tables are automatically created unless they contain manual Share rules.

   • Feed objects:

     Feed objects are views into the FeedItem object. Cohesity Alta SaaS Protection backs up only the FeedItem object to avoid duplication. Due to Salesforce API limitations, only specific types of FeedItem records can be restored.

     Skipping these objects accelerates the backup process and reduces the storage required for Cohesity Alta SaaS Protection recovery points.

   Refer to the following topic to know the backup limitations of Salesforce connectors.

   See Limitations of Salesforce connectors.

   While backing up a Salesforce organization, a field length mismatch may sometimes occur, resulting in a backup failure. Check the error logs to identify the fields that have returned more data than current field length. It is recommended to widen the field length of these fields in your Salesforce organization to prevent backup failures and ensure that all data is backed up. If widening the field length of these fields is not possible, enable the Allow backup of fewer characters if data returned by API is more than Field length checkbox to back up only the initial characters that fit within the current field length. Note that the remaining characters will not be backed up.

7. On the Credentials page, do the following:.

   • From the Salesforce organization type dropdown list, select the required type: Production or Sandbox.

   • In the Salesforce organization user name field, enter the name of the Veritas Backup Admin user you have created within the targeted Salesforce organization 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 Cohesity Alta SaaS Protection Connected app to 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.

   • Click Next.

8. On the Scheduling tab, schedule backup jobs.

   See Schedule a backup.

9. On the Email notifications tab, configure email addresses to receive notifications about backup activities.

   See Configure email addresses to get notifications.

10. On the Review tab, save the settings and initiate the backup.

    See Review configuration and edit/save/initiate backup.

11. Go to the targeted Salesforce organization, upload the generated certificate.

    Setting up a Connected App in Salesforce for use by Cohesity Alta SaaS Protection

    Uploading a certificate to the Salesforce organization establishes secure communication and authenticates the connection between the targeted Salesforce organization and Cohesity Alta SaaS Protection. The process uses certificate-based OAuth authentication, linking the certificate to the Connected App in Salesforce organization to securely access Salesforce data and metadata with user consent.

    Key points to remember:

    • Always upload the certificate after completing the connector creation process.

    • A new certificate is created if you accidentally click the Generate Certificate option on the Credentials tab. In such cases, replace the existing certificate with the new one.

    • If you edit the connector configuration, generate a new certificate and re-upload it.