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How to connect Veeam Backup for Salesforce with Salesforce CRM

KB ID: 4240
Published: 2021-11-17
Last Modified: 2021-12-14
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Beta Release Product

Veeam Backup for Salesforce is currently in private beta, supported and driven by Veeam SEs only. 

Should you have any questions about this product, please, reach out to your Veeam Systems Engineer or Veeam Sales Representative. Please note that Veeam Technical Support is not provided for this private beta release. All feedback and questions should be sent to the Veeam Systems Engineer.

Purpose

This article documents how to create a connected app in Salesforce to integrate with Veeam Backup for Salesforce via Salesforce API. Connnected App with proper permissions is required for Veeam Backup for Salesforce to get integrated with Salesforce API using the OAuth 2.0 protocol.

Solution

If you create a Connected App in the Sandbox environment, please keep in mind that the next sandbox refresh will erase the connected app configuration and the product will not be able to refresh the connection to Salesforce. All backup jobs will fail to run.
Expand the section below that matches your Salesforce environment:
Salesforce Lightning
1. In Salesforce, navigate to the App Manager section. To discover it, please go to  Setup and then under Platform Tools find Apps->App Manager 
https://login.salesforce.com/lightning/setup/NavigationMenus/home 
2. Click on New  Connected App
KB4240-2

 

3. Specify details of the New Connected App and click Save:

  • Callback URL must exactly match the domain name or the IP address of the server where the product is installed
  • Required OAuth Scope
    • Full access
    • Perform requests at any time (refresh_token, offline_access)
  1. Acknowledge the message warning to allow up to 10 minutes for settings to become active. Copy and save the Consumer Key and Consumer Secret to use later within the product. Connection tokens will not work before the process is complete.
Salesforce Classic
  1. In Salesforce navigate to  Apps section. To discover it, please go to Setup and then under Build find Create->Apps 
    https://login.salesforce.com/02u
2. Click on NEW  in the section of Connected Apps  
  1. Specify details of the New Connected App and Save:
    • Callback URL must exactly match the domain name or the IP address of the server where the product is installed
    • Required OAuth Scope
      • Full access
      • Perform requests at any time (refresh_token, offline_access)
  1. Acknowledge the message warning to allow up to 10 minutes for settings to become active. Copy and save the Consumer Key and Consumer Secret to use later within the product. Connection tokens will not work before the process is complete.

More information

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