Registering Salesforce Org
  • 21 Nov 2022
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Registering Salesforce Org

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When you register your Salesforce Organization, Vault is connected to your Salesforce org with required permissions that enable you to back up your data and metadata information.

To register a Salesforce org with Vault, follow the steps below in sequence:

Step 1: Authenticate your Salesforce Org via HTTP Basic Auth or OAuth 2.0

STEP 2: Configure your Salesforce Org

STEP 3: Schedule backup for your Salesforce Org

Step 1: Salesforce Org Authentication via HTTP Basic Auth or OAuth 2.0

  1. First, log in to Vault using your credentials.
  2. Visit Setup > Register New Org from the Vault homepage.
  3. Next, choose an authentication type to register the org. Usually, there are two ways to authenticate your Salesforce org: OAuth or Standard (username/password).
    1. OAuth Authentication: Choose the Environment as Salesforce and select the Salesforce API version from the dropdown. Select your Salesforce Org type i.e., productions, sandbox or enter your custom org type. Enter the desired name for the org in the Org Title field and the Salesforce username. On clicking Authenticate, the page redirects you to the Salesforce login screen, where you enter your authentication details. Upon successful authentication, you will be redirected back to the Vault login page.
    2. Standard Authentication: In the Standard authentication, the desired Salesforce Cloud environment, the username, password, and the security token of Salesforce are entered, and Vault authenticates the connection. To test whether Vault can connect to the target Salesforce organization when using the credentials of the target Salesforce user, click on Test Connection.
  4. Finally, click on the Save button to complete the authentication process.

Proceed with the backup or archival configurations when you're done registering your Salesforce org.

Step 2: Configure Your Salesforce Org 

  • Backup Configuration: The configuration backup job creates a snapshot of the data/metadata from your Salesforce org and retrieves data required for a successful restore from it.
  • Archival Configuration: Data Archival is all about moving unwanted data components from your Salesforce Org and freeing up space for new data. With Vault, this data is safely stored for future use. In a nutshell, Vault makes Salesforce data archiving and backup a simple, productive, and effective process.

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