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Cloud Apps Prerequisites

Overview

This article outlines the required prerequisites and preparatory steps for setting up and using Flosum Cloud Apps. It includes user permission requirements, domain allowlisting, API considerations, and SSO setup.

Prerequisites and Setup Requirements

1

Salesforce User Requirements

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

  • 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 scheduled jobs.

  • See the following article for specific user permission requirements.

2

Allowlist Required Domains

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

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

This step only applies to the Backup & Archive app.

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

This step only applies to the Backup & Archive app.

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 Cloud Apps supports SSO via OAuth token-based identity providers.

See the following guides to configure your IDP:

PreviousGlobal Settings - Overview
NextRegister a Flosum Cloud Apps Tenant

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