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Setup Hosted Backup for Salesforce

This article explains how to configure Virtual Systems hosted Veeam Backup for Salesforce.

  1. Click on the start link provided in the email. The URL provided has the access token so you will need to use it to get started.
  2. On the Veeam End User License Agreement step, review and if you agree to the agreements, click Accept.
  3. On the Create local administrator step, enter a strong password in the Password and Repeat password field.
  4. Click Next.
  5. Slide the Customize slider to On.
  6. On the Connect to PostgreSQL step, in the PostgreSQL address, Port, Username, Password fields, enter the information provided in the setup email.
  7. Once all the fields are entered, click Next.
  8. On the Provide license file step, ensure Community Edition is selected > click Next.
  9. On the Create connected app step, open a new browser tab and login to Salesforce at https://login.salesforce.com/.
  10. Click Setup in the top-right corner.
    https://login.salesforce.com/lightning/setup/NavigationMenus/home 
  11. Under Platform Tools, expand Apps, and click App Manager
  12. In the App Manager, click New Connected AppKB4240-1
  13. Specify details of the New Connected App as specified below, then click Save:
    1. Enable the Enable OAuth Settings option.
    2. The Callback URL must match the FQDN and/or IP address of the machine where Veeam Backup for Salesforce is installed.

      Review the Veeam Backup for Salesforce user guide Create Connected App page for more details on identifying what information should be entered into the Callback URL field.
      Note: A trailing forward slash must not be included.
         
      KB4240-4
       
      Add Callback URL to IP Restriction List
      If access to an Organization is controlled using IP restrictions, be sure to add the Callback URL to the list of allowed IP addresses for the users used to connect to Salesforce and execute backup and restore.
    1. add the required OAuth Scopes:
      • Access unique user identifiers (openid)
        This scope is only needed if you use Salesforce as an identity provider.
      • Full access (full)
      • Perform requests at any time (refresh_token, offline_access)
    OAuthScopes
    • Uncheck the option: "Require Proof Key for Code Exchange (PKCE) Extension for Supported Authorization Flows"
    • Check the option: "Require Secret of Web Server Flow"
    • Check the option: "Require Secret for Refresh Token Flow"
    PKCE
  14. Take note of the message warning to allow up to 10 minutes for settings to become active.
  15. In the Consumer Key and Secret section, click the Manage Consumer Details button.
    KB4240-3
  16. You'll be prompted to Verify Your Identity
    Verify
  17. 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.
  18. On the Create connect app step, ensure the domain name is the same URL you are at in the browser > click Next.
  19. On the Create connected app step, provide the Consumer key and Consumer secret you retrieved from Salesforce > click Next.Connecting to Salesforce
  20. On the Set backup schedule step, select an appropriate schedule for your RPO requirements > click Next.Configuring Schedule
  21. Now you have successfully configured your hosted Veeam Backup for Salesforce to back up your data!Finishing Wizard