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How to Create a Salesforce Connected App to Connect Veeam Backup for Salesforce to Salesforce.com

KB ID: 4240
Product: Veeam Backup for Salesforce | 1.0 | 2.0 | 2.1 | 3.0 | 3.1
Published: 2022-10-27
Last Modified: 2024-04-15
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This article was designed to compliment the Veeam Backup for Salesforce User Guide
Deployment > Performing Initial Configuration > Step 5. Create Connected App

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
  1. Click Setup in the top-right corner.
    https://login.salesforce.com/lightning/setup/NavigationMenus/home 
  2. Under Platform Tools, expand Apps, and click App Manager
  3. In the App Manager, click New Connected App
KB4240-1
  1. Specify details of the New Connected App as specified below, then click Save:
  • Enable the Enable OAuth Settings option.
  • 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.     (Mouseover for Examples
    • https://127.0.0.1   ✔
      • https://127.0.0.1/   ✘
      • https://vbsf   ✔
      • https://vbsf/   ✘
    )
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.
  • 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
  1. Take note of the message warning to allow up to 10 minutes for settings to become active.
  2. In the Consumer Key and Secret section, click the Manage Consumer Details button.
KB4240-3
  1. You'll be prompted to Verify Your Identity
Verify
  1. 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.
KB4240-5
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
KB4240-5
2. Click on NEW  in the section of Connected Apps  
KB4018-6
  1. Specify details of the New Connected App and click Save:
  • Enable the Enable OAuth Settings option.
  • 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.     (Mouseover for Examples
    • https://127.0.0.1   ✔
      • https://127.0.0.1/   ✘
      • https://vbsf   ✔
      • https://vbsf/   ✘
    )
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.
  • 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"
PKCE
  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.
Wait 10 Minutes

More Information

See also: Create a connected app
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