> For the complete documentation index, see [llms.txt](https://docs.flosum.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.flosum.com/global-settings/security/connected-apps/enable-access-to-flosum-backup-and-archive-data.md).

# Enable Access to Flosum Backup & Archive Data

{% hint style="success" %}

#### Required User Credentials

\[**Flosum User**] - **SystemAdministrator** Role

\[**Salesforce User**] - **Administrator** Credentials 
{% endhint %}

## ![](https://579543750-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsEk2hU5IMh3HEY5dJZjR%2Fuploads%2FSxcnKlaJKPzDqONWoDNv%2FSummary2-Small-Icon.svg?alt=media\&token=5e3253d0-a069-4ba5-9c06-83c70bd0b21d)Overview

This guide walks you through configuring the **Flosum Backup & Archive** app to enable direct access to backed-up and archived data in your Salesforce org. It includes configuration steps for both Salesforce and the Flosum Global Settings app.

{% hint style="info" %}
To streamline the process, keep both Salesforce and Flosum Global Settings pages open for easy copying and pasting of values.
{% endhint %}

Once the app is configured, you can restore records with Flosum Time Machine and search for previous records with Flosum Backup & Archive. See the following articles for instructions on using these features.

* [Restoring Records with Time Machine](/backup-and-archive/backup-and-archive-in-salesforce/time-machine/restoring-records-with-flosum-time-machine-in-salesforce.md)
* [Searching Backup & Archive in Salesforce](/backup-and-archive/backup-and-archive-in-salesforce/searching-with-flosum-backup-and-archive-in-salesforce.md)

## Part 1: Configure Salesforce Org

Part 1 will be completed in your Salesforce org.

{% stepper %}
{% step %}

### Add Remote Site Settings

1. Log in to your **Salesforce org**.
2. Navigate to **Setup**. 

   <div align="left"><figure><img src="https://579543750-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsEk2hU5IMh3HEY5dJZjR%2Fuploads%2Fho3fnYVF3PW9yoRVxM9s%2FEnableAccessToBADataInSalesforce-Part1-01.png?alt=media&amp;token=25973793-7951-490d-8421-c1384046aee0" alt="" width="563"><figcaption></figcaption></figure></div>
3. Search for and navigate to **Remote Site Settings**.
4. Click **New Remote Site**.&#x20;

   <div align="left"><figure><img src="https://579543750-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsEk2hU5IMh3HEY5dJZjR%2Fuploads%2F3RhCH0iB38vjcqvKSiol%2FEnableAccessToBADataInSalesforce-Part1-02.png?alt=media&amp;token=76caaae9-d4f3-423b-b9bf-c5f8b8d50e7f" alt="" width="563"><figcaption></figcaption></figure></div>
5. In the **Remote Site Name** textbox, enter a site name for the Flosum Global Settings (e.g., **Flosum\_Global\_Settings**).
6. In the **Remote Site URL** textbox, enter the URL of the Global Settings in your region. See the table below for URLs.

<table><thead><tr><th width="159.66668701171875">Region</th><th>Global Settings URL</th></tr></thead><tbody><tr><td>United States</td><td><code class="expression">space.vars.global_url_us</code></td></tr><tr><td>Germany</td><td><code class="expression">space.vars.global_url_de</code></td></tr><tr><td>Japan</td><td><code class="expression">space.vars.global_url_jp</code></td></tr><tr><td>Australia</td><td><code class="expression">space.vars.global_url_au</code></td></tr></tbody></table>

7. Click **Save & New** to create another Remote Site.&#x20;

   <div align="left"><figure><img src="https://579543750-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsEk2hU5IMh3HEY5dJZjR%2Fuploads%2F7dQZaBSaBfmTbfi5f31f%2FEnableAccessToBADataInSalesforce-Part1-03.png?alt=media&amp;token=82c7a28a-7301-4ca6-8cbe-10d748d83c19" alt="" width="563"><figcaption></figcaption></figure></div>
8. In the **Remote Site Name** textbox, enter a site name for the Flosum Backup & Archive App (e.g., **Flosum\_Backup\_Archive**).
9. In the **Remote Site URL** textbox, enter the URL of the Backup & Archive App in your region. See the table below for URLs.

<table><thead><tr><th width="160.333251953125">Regioin</th><th>Backup &#x26; Archive URL</th></tr></thead><tbody><tr><td>United States</td><td><code class="expression">space.vars.backup_url_us</code></td></tr><tr><td>Germany</td><td><code class="expression">space.vars.backup_url_de</code></td></tr><tr><td>Japan</td><td><code class="expression">space.vars.backup_url_jp</code></td></tr><tr><td>Australia</td><td><code class="expression">space.vars.backup_url_au</code></td></tr></tbody></table>

10. Click **Save**.&#x20;

    <div align="left"><figure><img src="https://579543750-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsEk2hU5IMh3HEY5dJZjR%2Fuploads%2FfxGI1nn9HL0E2uGDmtYn%2FEnableAccessToBADataInSalesforce-Part1-04.png?alt=media&amp;token=a850ea08-8a6b-41fe-8ca0-f96b51649004" alt="" width="563"><figcaption></figcaption></figure></div>
11. You can view the newly created Remote Sites on the **Remote Site Settings** page.&#x20;

    <div align="left"><figure><img src="https://579543750-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsEk2hU5IMh3HEY5dJZjR%2Fuploads%2FD0NuUH32AyP0LWmmfmGQ%2FEnableAccessToBADataInSalesforce-Part1-05.png?alt=media&amp;token=16a350c3-6e06-416d-a678-28ef8ab37f03" alt="" width="563"><figcaption></figcaption></figure></div>

{% endstep %}

{% step %}

### Find Your My Domain URL

1. Navigate to **Setup**.
2. Search for and navigate to **My Domain**.
3. Copy the **Current My Domain URL** to use in **Part 2** of these instructions. In most cases, the URL will have the following format: `https://MyDomainName.my.salesforce.com` .

   <div align="left"><figure><img src="https://579543750-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsEk2hU5IMh3HEY5dJZjR%2Fuploads%2FtUtoyiOtTpqF5X1B8edP%2FEnableAccessToBADataInSalesforce-Part1-06.png?alt=media&amp;token=c525d126-03a6-42e0-bbda-5f8a62ef5471" alt="" width="563"><figcaption></figcaption></figure></div>

{% endstep %}
{% endstepper %}

## Part 2: Add and Configure a Connected App

Part 2 will be completed in your Flosum Global Settings app.

{% stepper %}
{% step %}

### Access Global Settings

1. From any **Flosum Cloud App**, click the **App Switcher** icon at the top of the left sidebar menu.

   <div align="left"><figure><img src="https://579543750-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsEk2hU5IMh3HEY5dJZjR%2Fuploads%2Fgh5FcQCnErKAjJ7isiuB%2FGS-Access-01.png?alt=media&amp;token=ddf01506-f133-4e49-825a-76a2a237e3a8" alt="" width="563"><figcaption></figcaption></figure></div>
2. Click **Global Settings**.&#x20;

   <div align="left"><figure><img src="https://579543750-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsEk2hU5IMh3HEY5dJZjR%2Fuploads%2Fx5vntzgpLuT50fMTzwT9%2FGS-Access-02.png?alt=media&amp;token=f67a125f-5087-47c2-9bc6-9393c3d2b7a5" alt="" width="563"><figcaption></figcaption></figure></div>
3. The **Global Settings** app will open in a new tab.

{% hint style="info" %}
Global Settings can also be accessed by logging in directly via the Flosum Cloud Apps Login URL. See the following article for login instructions.

* [Log In To Global Settings](/global-settings/getting-started/log-in-to-global-settings.md)
  {% endhint %}
  {% endstep %}

{% step %}

### Create a New Connected App

1. Click **Connected Apps** from the left sidebar menu.
2. Click **Create**.&#x20;

   <div align="left"><figure><img src="https://579543750-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsEk2hU5IMh3HEY5dJZjR%2Fuploads%2Fi79EuKbyGDtgEgbbTYs6%2FEnableAccessToBADataInSalesforce-Part2-01.png?alt=media&amp;token=1d8eec14-1008-4616-b5bf-505ca3dcf86c" alt="" width="563"><figcaption></figcaption></figure></div>
3. In the **Name** textbox, enter a name for the app. This example is using **MySalesforceConnection**.
4. Click **Create**.&#x20;

   <div align="left"><figure><img src="https://579543750-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsEk2hU5IMh3HEY5dJZjR%2Fuploads%2Fop2OYDDg54zpO12tbA42%2FEnableAccessToBADataInSalesforce-Part2-02.png?alt=media&amp;token=d12b9f81-1e03-4015-a64b-039659cf1508" alt="" width="375"><figcaption></figcaption></figure></div>

{% endstep %}

{% step %}

### Edit and Configure the App

1. Click the **Name** of the newly created app.&#x20;

   <div align="left"><figure><img src="https://579543750-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsEk2hU5IMh3HEY5dJZjR%2Fuploads%2FHFeHxBab0RFAjwvBECLg%2FEnableAccessToBADataInSalesforce-Part2-03.png?alt=media&amp;token=308bcf0f-9a09-4c7f-b4bd-17b4a13d5a55" alt="" width="563"><figcaption></figcaption></figure></div>
2. Click **Edit**.&#x20;

   <div align="left"><figure><img src="https://579543750-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsEk2hU5IMh3HEY5dJZjR%2Fuploads%2FALNGkn6geyISgZUvVXCA%2FEnableAccessToBADataInSalesforce-Part2-04.png?alt=media&amp;token=0dc678c6-b253-4773-8e78-82019db1c8d2" alt="" width="563"><figcaption></figcaption></figure></div>
3. Click the **Authentication flows** dropdown.
4. Check the **Authorization Code** and **Refresh Token** checkboxes.
5. Click **Add URL** under the **Allowed callbacks URLs** section.&#x20;

   <div align="left"><figure><img src="https://579543750-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsEk2hU5IMh3HEY5dJZjR%2Fuploads%2FmI6lfibMPlDPvXC7JYY0%2FEnableAccessToBADataInSalesforce-Part2-05.png?alt=media&amp;token=d37bb26f-c6ac-4c90-a6b8-11ea05b243e4" alt="" width="563"><figcaption></figcaption></figure></div>
6. Enter the **Callback URL** for the Salesforce org you are connecting to. See below for more details.

{% hint style="info" %}

#### Callback URL

Your Callback URL combines your Salesforce Domain with the Callback Path:

* **Salesforce Domain**: `https://<Salesforce My Domain URL>`
* **Callback Path**: `/apex/FpPkB__userPoolCallbackUrl`

Combine the two to form the complete Callback URL:

```
https://<Salesforce My Domain URL>/apex/FpPkB__userPoolCallbackUrl
```

Replace `<Salesforce My Domain URL>` with the My Domain URL you found earlier in this guide, and enter the `/apex/FpPkB__userPoolCallbackUrl` path exactly as shown, preserving its capitalization.

**Example**: The Callback URL below is for reference only. Use your own Salesforce My Domain URL, followed by the exact, case-sensitive path `/apex/FpPkB__userPoolCallbackUrl`.

```
https://orgfarm-3c51b5bc70-dev-ed.develop.my.salesforce.com/apex/FpPkB__userPoolCallbackUrl
```

**Old Callback URL**: If you are connecting to a pre-2.0 version of Flosum’s Backup & Archive Salesforce package, use the Callback Path `/apex/userPoolCallbackUrl` instead.
{% endhint %}

7. Click **Save**.&#x20;

   <div align="left"><figure><img src="https://579543750-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsEk2hU5IMh3HEY5dJZjR%2Fuploads%2F9sYrFmZvoYwQPQxznrwm%2FEnableAccessToBADataInSalesforce-Part2-06.png?alt=media&amp;token=db9b1fd5-02ee-4b34-8c47-820773e7814b" alt="" width="563"><figcaption></figcaption></figure></div>
8. The completed app should resemble the screenshot below.&#x20;

   <div align="left"><figure><img src="https://579543750-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsEk2hU5IMh3HEY5dJZjR%2Fuploads%2FNpMdmkuqIVAlyItmLaol%2FEnableAccessToBADataInSalesforce-Part2-07.png?alt=media&amp;token=f46c1a9f-91a4-4f11-8299-37138874b234" alt="" width="563"><figcaption></figcaption></figure></div>

{% endstep %}
{% endstepper %}

## Part 3: Connect from Salesforce

Part 3 will be completed in both your Salesforce org and your Flosum Global Settings app.

{% stepper %}
{% step %}

### Access the Flosum Backup & Archive App in Salesforce

1. Log in to your **Salesforce org**.
2. Click the **App Launcher**.
3. Search for and navigate to the **Backup & Archive** app.&#x20;

   <div align="left"><figure><img src="https://579543750-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsEk2hU5IMh3HEY5dJZjR%2Fuploads%2Ffu0MtubgtcwY3rpBeMMo%2FEnableAccessToBADataInSalesforce-Part3-01.png?alt=media&amp;token=8775f340-732c-47b6-819f-2450b620228e" alt="" width="563"><figcaption></figcaption></figure></div>
4. When you open the **Backup & Archive** app, you'll see an error: "**Please create connection to Backup & Archive application.**" This occurs because you haven't set up the connection yet. You'll create it in the next step.&#x20;

   <div align="left"><figure><img src="https://579543750-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsEk2hU5IMh3HEY5dJZjR%2Fuploads%2FufRFfPKEVOkGjV7vQxLZ%2FEnableAccessToBADataInSalesforce-Part3-02.png?alt=media&amp;token=1d57d503-7dec-45e5-b138-098e48fc3e4b" alt="" width="563"><figcaption></figcaption></figure></div>

{% endstep %}

{% step %}

### Create Backup & Archive Connection

1. Click the **Settings** tab.
2. Click **Create**.&#x20;

   <div align="left"><figure><img src="https://579543750-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsEk2hU5IMh3HEY5dJZjR%2Fuploads%2FbXOUibciWyC9ZFPECoaH%2FEnableAccessToBADataInSalesforce-Part3-03.png?alt=media&amp;token=b96fac4a-2558-4f58-9841-c93de8642a91" alt="" width="563"><figcaption></figcaption></figure></div>
3. Copy the **Client ID** and **Client Secret** fields from the **Global Settings App** to Salesforce. (You will need to switch between the Global Settings and Salesforce.)
   * In the **Global Settings App**, locate the app you created in the instructions above.
   * \[**Global Settings**] Click the **Client ID** value to copy the value to the clipboard.
   * \[**Salesforce**] Paste the value in the **Client ID** field in Salesforce.
   * \[**Global Settings**] Click the **Client secret** value to copy the value to the clipboard.
   * \[**Salesforce**] Paste the value in the **Client Secret** field in Salesforce.&#x20;

     <div align="left"><figure><img src="https://579543750-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsEk2hU5IMh3HEY5dJZjR%2Fuploads%2FpEC9mOBWkmavT8ktHfNd%2FEnableAccessToBADataInSalesforce-Part3-04.png?alt=media&amp;token=97624f31-a1e3-4edd-b07e-d3bfb2949590" alt="" width="563"><figcaption></figcaption></figure></div>
4. In Salesforce, copy the URLs for your region from the table below and paste them into the **Global Settings Application URL** and **Backup & Archive Application URL** fields.

<table><thead><tr><th width="160.33331298828125">Region</th><th>Global Settings URL</th><th>Backup &#x26; Archive URL</th></tr></thead><tbody><tr><td>United States</td><td>https://global-us.flosum.app</td><td>https://backup-us.flosum.app</td></tr><tr><td>Germany</td><td>https://global-de.flosum.app</td><td>https://backup-de.flosum.app</td></tr><tr><td>Japan</td><td>https://global-jp.flosum.app</td><td>https://backup-jp.flosum.app</td></tr><tr><td>Australia</td><td>https://global-au.flosum.app</td><td>https://backup-au.flosum.app</td></tr></tbody></table>

5. Click **Connect**.&#x20;

   <div align="left"><figure><img src="https://579543750-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsEk2hU5IMh3HEY5dJZjR%2Fuploads%2FgIxDBqgenDoxL5FILMPk%2FEnableAccessToBADataInSalesforce-Part3-05.png?alt=media&amp;token=38163245-8244-4b10-9837-d1cb93f4a246" alt="" width="563"><figcaption></figcaption></figure></div>
6. When prompted, log in to the **Backup & Archive App** to authenticate the connection.&#x20;

   <div align="left"><figure><img src="https://579543750-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsEk2hU5IMh3HEY5dJZjR%2Fuploads%2F2vBgcn2mPpDWXFrLRK7j%2FEnableAccessToBADataInSalesforce-Part3-06.png?alt=media&amp;token=a05397de-aed6-4b31-ac28-557c2732541f" alt="" width="375"><figcaption></figcaption></figure></div>

{% hint style="info" %}

#### Authentication Errors

If you receive an error message when authenticating, check to make sure you have entered the correct information for the following items:

* **Global Settings > Connected App > Callback URL**
* **Salesforce > Backup & Archive Connection > Client ID**
* **Salesforce > Backup & Archive Connection > Client Secret**
* **Salesforce > Backup & Archive Connection > Global Settings Application URL**
* **Salesforce > Backup & Archive Connection > Backup & Archive Application URL**
  {% endhint %}

7. After authenticating, you will be returned to Salesforce.
8. The **Token Status** is **Valid**.&#x20;

   <div align="left"><figure><img src="https://579543750-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsEk2hU5IMh3HEY5dJZjR%2Fuploads%2FE4vgKYdW3JutWYDFm1D0%2FEnableAccessToBADataInSalesforce-Part3-07.png?alt=media&amp;token=c82c5d79-2831-4a33-bb71-a90aafc8f804" alt="" width="563"><figcaption></figcaption></figure></div>

{% hint style="warning" %}
If the **Token Status** is **Invalid**, click **Update Token** to refresh it.
{% endhint %}
{% endstep %}
{% endstepper %}

{% hint style="success" %}

#### Success

You can now:

* Search and browse backed-up records from within Salesforce.
* Use the Flosum Time Machine to view and restore historical data.
  {% endhint %}


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation by asking a question.

Perform an HTTP GET request on the following URL with the `ask` and `goal` query parameters:

```
GET https://docs.flosum.com/global-settings/security/connected-apps/enable-access-to-flosum-backup-and-archive-data.md?ask=<question>&goal=<user_goal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is what the user is ultimately trying to achieve, the reason they need the answer. Sharing it helps GitBook give you a better, more relevant answer. A goal is most helpful when it describes the outcome the user wants rather than restating the question. For example, with `ask=how do I create an API token`, a goal like `automate deployments from our CI pipeline` lets GitBook tailor the answer to that use case.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.