Create a Salesforce connector

Before you create a connector, ensure you have set up a Salesforce User Account.

1. On the Connectors screen, select Add connector > Add Salesforce connector.

2. Select what environment to back up and then click Next.

3. Select Sign in to be redirected to the Salesforce sign-in page.

4. On the Salesforce sign-in page, sign in with your Salesforce user account credentials.

Note: If a custom domain is used and the domain login policy is restricted, you will need to enter the custom domain before signing in. 

5. Read through the permissions needed by Keepit, and select Allow.

Note: You will be asked for permissions only the first time you create a connector. After that, Keepit retains the permissions it needs.

6. Configure your connector.

Here you can:

Change the name of the connector.
Configure the number of API requests usage by moving the toggle bar.
Manage user access to the connector by selecting the lock icon in the lower-right corner.
Limit the retention period of the connector by selection the calendar icon in the lower-right corner.

7. Select Start backup. Your connector will be created and the first backup will be scheduled.