Overview of Integrations Settings

Required User Credentials

[Flosum User] - Backup & Archive license with App Settings permissions

Overview

Each of your Salesforce Organizations has its own Settings page that can be configured independently. The Settings page is divided into three tabs: General, Notifications, and Integrations. This article focuses on the settings within the Integrations tab. For instructions on the other tabs, refer to the following articles.

Flosum Backup & Archive provides a Lightning Web Component that lets you view archived files directly within your Salesforce organization. This component is automatically installed as a managed package when you first connect to your Salesforce org. Through the Integrations tab, you can monitor the status of the Flosum Backup package and install any available updates.

Integrations Settings

Access Integrations Settings

Below are instructions for accessing the Integrations Settings and a brief overview of the different integration states.

Click Settings from the sidebar menu.
Click the Organization to change settings for.
Click the Integrations tab.

Installing Package

Below are instructions for installing the Backup & Archive Salesforce package if it is not installed.

To avoid installation failures caused by existing Apex in the Salesforce org, install the Backup & Archive Salesforce package using the Advanced Options → Compile only the Apex in the package option.

Click Install.
Complete any Salesforce login or authentication prompts.
On the Salesforce package installation page.
1. Expand the Advanced Options.
2. Select Compile only the Apex in the package.
3. Click Install.
Once installed, the Backup & Archive > Settings > Integrations page will display the Backup & Archive Salesforce package as Installed.