Backup & Archive Prerequisites

Overview

This article outlines the required prerequisites and preparatory steps for setting up and using Flosum Backup & Archive. It includes user permission requirements, domain allowlisting, key management, API considerations, and SSO setup.

Prerequisites and Setup Requirements

1

Salesforce User Requirements

• Use a Salesforce Standard License (not a Community/Platform user).

• The user must have:

  • System Administrator profile

  • API Enabled permission

  • Query All Files permission

• Use a dedicated Salesforce user for registration instead of a personal admin's login. This approach ensures that deactivating a regular user won't disrupt integration or halt your backup jobs.

For more details about creating a Dedicated Salesforce User see the following article.

• Creating a Dedicated Salesforce User

2

Allowlist Required Domains

If your organization uses ZScaler or similar tools to block traffic, allowlist the following domain URLs:

Region	Backup & Archive URL	Global Settings URL	OAuth URL
United States	https://backup-us.flosum.app/	https://global-us.flosum.app/	https://backup-auth.flosum-service.com/
Germany	https://backup-de.flosum.app/	https://global-de.flosum.app/	https://backup-auth.flosum-service.com/
Japan	https://backup-jp.flosum.app/	https://global-jp.flosum.app/	https://backup-auth.flosum-service.com/
Austrailia	https://backup-au.flosum.app/	https://global-au.flosum.app/	https://backup-auth.flosum-service.com/

3

Security & Risk Approval

Submit any required documentation to your Security, Compliance, or Risk team for approval before connecting Flosum Cloud Apps to your Salesforce org.

4

Prepare Sample Data for Trial or PoC

For a trial environment:

• Use a Salesforce Sandbox org.

• Prepare up to 100 GB of combined data across:

  • Accounts, Contacts, Cases, Custom Objects

• Mask or obfuscate sensitive fields before uploading.

A full org backup occurs only during the first composite backup. Future backups pull only delta changes.

5

Optional: Relax Salesforce API Limits

Composite backups rely on Salesforce API calls.

• Initial backups may consume a significant amount of your API quota in large orgs.

• Flosum throttles usage to 80% of the daily API limit by default.

• To avoid throttling delays, you can request temporary API limit increases from Salesforce Support.

6

Allowlist Flosum Email Domains

Ensure that Flosum system notifications are not blocked or marked as spam.

Allowlist these domains on your corporate email server:

• @flosum.app

• @flosum.com

• @flosum.tech

7

Using Single Sign-On (SSO)

Flosum User Pool supports SSO via OAuth token-based identity providers.

See the following guides to configure your IDP:

• Adding an Identity Provider (SSO)

• Auth0 - Setting Up Identity Provider (SSO)

• AWS Cognito - Setting Up Identity Provider (SSO)

• Azure Active Directory - Setting Up Identity Provider (SSO)

• Google IDP - Setting Up Identity Provider (SSO)