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Druva Documentation

How to configure inSync with Salesforce?

inSync Cloud Editions: File:/tick.png Elite Plus File:/tick.png Elite File:/cross.png Enterprise File:/cross.png Business

Note: inSync for Salesforce is currently under controlled availability. If your organization wants to use inSync for Salesforce, kindly contact Druva Support.

Overview

You can configure inSync to integrate with Salesforce so that inSync connects with your Salesforce account and accesses the Salesforce objects for backup.

Configuration of inSync is a 2-step procedure that requires you to,

  1. Register Salesforce organization in inSync Management Console.
  2. Configure the registered Salesforce organization and make it ready for first backup.

inSync provides separate storage for backing up Salesforce objects. Salesforce data is stored on dedicated storage that is available based on your region.

Register a new Salesforce organization

You must register the Salesforce organization that you want to configure for backup in inSync. Registering a new Salesforce organization involves the following,

  1. Grant inSync permissions to access Salesforce data.
  2. Install Druva inSync for Salesforce app in your Salesforce environment. 

Pre-requisites

  • You have Salesforce System administrator account details for the organization that you want to configure for backup.

Procedure

To configure inSync to integrate with a Salesforce organization,

  1. On the inSync Management Console menu bar, click Data Sources > Cloud App. The Manage Cloud Apps page appears.
  2. Select Salesforce cloud app, and then click Configure. You are displayed an existing list of Salesforce organizations, if any, that are registered for backup in inSync.
  3. Click Add Account to add a new Salesforce organization for backup. Add Salesforce Account window appears.
  4. In the Select account type drop-down list, select the desired Salesforce Cloud that you want to configure for backup, and click OK.
    You are redirected to the login page of the Salesforce Cloud environment that you have selected for backup.
  5. Enter the Salesforce administrator's  username and password for the Salesforce organization, and then click Sign in. You are displayed the list of permissions that inSync requires to access Salesforce data.
  6. Read the permissions and click Accept to grant inSync the  permissions to access Salesforce data. 
  7. inSync now tries to install Druva inSync for Salesforce application in your Salesforce environment. Select Install for Admins Only option and click Install to install inSync application for Salesforce administrators only.
  8. Approve Third-Party Access page appears. This page lists the inSync Cloud URL, to which Druva inSync for Salesforce application will communicate while performing backup and restore operations in Salesforce. Select Yes, grant access to these third-party web sites check box, and click Continue.
  9. Druva inSync for Salesforce application is installed. You are displayed a page with instructions to perform further activities. Read the instructions carefully and click Done.

Your Salesforce organization is registered with inSync. Druva inSync for Salesforce application is installed in the Salesforce environment. You can view Druva inSync for Salesforce listed as an installed application on Installed Packages page.

inSync also sends a confirmation email about successful installation of application in the Salesforce environment. You can also view the Salesforce organization details on the Manage Cloud App Accounts page.

Next step:

Configure Registered Salesforce organization in inSync

When you register your Salesforce organization in inSync, inSync just gets connected to your Salesforce organization with required permissions.  To start backup, you must configure the registered Salesforce organization for the following,

  • Daily API Quota - inSync consumes APIs while performing backup of objects from your Salesforce organization. As a Salesforce administrator, you must be aware of the daily API usage limit set for your organization by Salesforce. Typically, the API limit is set based on the criticality of that applications that you use in Salesforce and the size of data your organization generates on a daily basis. Druva inSync for Salesforce utilizes maximum APIs during its first backup. Since subsequent backups are incremental, minimal APIs are consumed and hence, the API quota can be reset accordingly.

    Druva recommends that you calculate the data generation in your environment before you configure the API quota.

    You must specify appropriate number of API calls that inSync must consume while backing up objects from your Salesforce organization. Here is a guideline on the number of API calls, that inSync consumes while performing Salesforce objects backup.

    Initial or first backup

    inSync uses bulk APIs for first backup

    • 1 API call for every 400 records
    • 2 API calls for each attachment
    Incremental backup
    • 1 API call for every 200 to 1000  records*
    • 2 API calls for each attachment

    *Depends on number of fields in each record and size of the record.

    By default, 15000 API calls are configured for use for daily backups. inSync stops back up of Salesforce objects, after it consumes the specified number of API calls.

  • Backup Interval - You must specify the time interval after which inSync should backup your Salesforce data.

  • Salesforce Storage - By default, inSync does not allocate storage to your registered Salesforce organization. inSync provides separate storage for Salesforce data. While configuring your Salesforce organization, you must select the Salesforce storage that is available in your region. Once you select the Salesforce storage, all the Salesforce data backed up from your Salesforce organization and stored on the Salesforce storage.

Pre-requisite

  • You have registered a Salesforce organization in inSync.

Procedure

  1. On the inSync Management Console menu bar, click Data Sources > Cloud App. The Manage Cloud Apps page appears.
  2. Select Salesforce cloud app, and then click Configure. You are displayed an existing list of Salesforce organizations, if any, that are registered for backup in inSync.
  3. Select the Salesforce organization that you want to configure for backup. Salesforce configuration window appears.
    Note: You can configure a Salesforce organization with the App status column - Storage not configured.
  4. Specify appropriate values for the following configuration,
    • Daily API Quota - Based on the number of records and their size, calculate and specify the API calls that inSync should use for daily backups. Default limit is 15000 APIs.
    • Backup Every - Specify the time interval between every backup, after which inSync should backup your Salesforce data.
    • Storage - Select the Salesforce storage in your region, where inSync should backup your Salesforce data.
      Note: You cannot change the Salesforce storage, once you assign it.
  5. Click Save to preserve your specified configuration.

inSync assigns the selected Salesforce storage to your Salesforce organization. inSync starts backup of your Salesforce organization immediately.

Backup and Restore

inSync automatically starts backup of Salesforce organization configured for backup. inSync performs backup at scheduled interval as specified while configuring the Salesforce organization for backup.

  • inSync administrators cannot trigger a manual backup of a configured Salesforce organization from inSync Management Console. Manual backup can only be triggered by the Salesforce System Administrator from Druva inSync for Salesforce app. For more information, see Druva inSync for Salesforce app dashboard.
  • inSync administrators cannot restore Salesforce organization data from inSync Management Console. Restore can only be performed by the Salesforce System Administrator from Druva inSync for Salesforce app. For more information, see Restore Salesforce data from Druva inSync for Salesforce.

Enable alerts for Salesforce organization status changes

Overview

Once you have integrated cloud apps with inSync, you can choose to receive alerts whenever the cloud apps status changes. For example, Not Connected.

Procedure

To enable the alerts for cloud apps status,

  1. On the inSync Management Console menu bar, click alerts.png. The list of all alerts appear under the Active Alerts tab.
  2. Click the Alert Subscriptions tab.  A list of available alerts is displayed.
  3. Select the Cloud Apps Status alert, and then click Edit. The Edit Alert Notifications window appears.
  4. In the Admins to be notified field, select the administrators who must receive the alerts. By default, the server administrators are notified about the alerts for cloud apps status.
  5. If any user action is required, select the Notify user check box.
  6. Click Save.

Reconfigure Salesforce organization in inSync

As an inSync administrator, you can reconfigure any Salesforce organization that is configured in inSync for backup.

Reconfiguration is needed in cases like,

  • If an upgrade to Druva inSync for Salesforce application is available.
  • Druva inSync for Salesforce application is not able to connect to Salesforce service
  • If you consistently see the value - Package Not Installed in the App Status column on Salesforce Account List details page.

Note: When you reconfigure a Salesforce organization, inSync stops all the ongoing cloud app backups.

Procedure

To reconfigure a Salesforce organization,

  1. On the inSync Management Console menu bar, click Data Sources > Cloud Apps. The Manage Cloud Apps page appears.
  2. From the Cloud App Accounts List, select Salesforce to reconfigure a Salesforce organization.
    Salesforce Account List with Salesforce organizations configured for backup is displayed.
  3. Select the Salesforce organization that you want to reconfigure, and click Configure. A confirmation dialog box appears.
  4. Read the message on the confirmation dialog box, and click Yes to proceed with the configuration. You are redirected to the login page of the Salesforce Cloud environment that you have selected for backup.
    Note: Reconfiguring a Salesforce organization will cause all backups in progress to terminate for the organization.
  5. Enter the Salesforce administrator's  username and password for the Salesforce organization, and then click Sign in. You are displayed the list of permissions that inSync requires to access Salesforce data.
  6. Read the permissions and click Accept to grant inSync the  permissions to access Salesforce data.

Your Salesforce organization is registered with inSync.