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- How to connect Veeam Backup for Salesforce with Salesforce CRM
How to connect Veeam Backup for Salesforce with Salesforce CRM
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Purpose
This article documents how to create a connected app in Salesforce to integrate with Veeam Backup for Salesforce via Salesforce API. A Connected App with proper permissions is required for Veeam Backup for Salesforce to integrate with Salesforce API using the OAuth 2.0 protocol.
Solution
If you create a Connected App in the Sandbox environment, please remember 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
- Click Setup in the top-left corner.
https://login.salesforce.com/lightning/setup/NavigationMenus/home - Under Platform Tools, expand Apps, and click App Manager
- In the App Manager, click New Connected App
- Specify details of the New Connected App and click Save:
- The Callback URL must match the domain name or IP address of the server where Veeam Backup for Salesforce is installed.
- Enable OAuth Settings
- Required OAuth Scope:
- Full access
- Perform requests at any time (refresh_token, offline_access)
- Take note of the message warning to allow up to 10 minutes for settings to become active.
- In the Consumer Key and Secret section, click the Manage Consumer Details button.
- You'll be prompted to Verify Your Identity
- Copy and save the Consumer Key and Consumer Secret to use later within Veeam Backup for Salesforce.
Note: Connection tokens will not work before the process is complete.
Salesforce Classic
- 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
- 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)
- 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
See also: Create a connected app
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