Enable Access to Flosum Backup & Archive Data

Add Remote Site Settings

1. Log in to your Salesforce org.

2. Navigate to Setup.

   
3. Search for and navigate to Remote Site Settings.

4. Click New Remote Site.

   
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.

1. Click Save & New to create another Remote Site.

   
2. In the Remote Site Name textbox, enter a site name for the Flosum Backup & Archive App (e.g., Flosum_Backup_Archive).

3. In the Remote Site URL textbox, enter the URL of the Backup & Archive App in your region. See the table below for URLs.

1. Click Save.

   
2. You can view the newly created Remote Sites on the Remote Site Settings page.

   

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. The URL could be similar to https://mydomainname.lightning.force.com .

   

Access Global Settings

1. From any Flosum Cloud App, click the App Switcher icon in the dropdown menu from the sidebar menu.

   
2. Click Global Settings.

   
3. The Global Settings app will open in a new tab.

Create a New Connected App

1. Click Connected Apps from the left sidebar menu.

2. Click Create.

   
3. In the Name textbox, enter a name for the app. This example is using MySalesforceConnection.

4. Click Create.

   

Edit and Configure the App

1. Click the Name of the newly created app.

   
2. Click Edit.

   
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.

   
6. Enter the Salesforce My Domain URL you copied in the instructions above.

7. Append /apex/flosum_backup__userPoolCallbackUrl to the end of the URL. The full URL should resemble the format below:

   Copy

   <Salesforce My Domain URL>/apex/flosum_backup__userPoolCallbackUrl
   
   Example:
   https://mydomainname.lightning.force.com/apex/flosum_backup__userPoolCallbackUrl

8. Click Save.

   
9. The completed app should resemble the screenshot below.

   

Create Backup & Archive Connection

1. Log in to your Salesforce org.

2. Click the App Launcher.

3. Search for and navigate to the Backup & Archive app.

   
4. Click the Settings tab.

5. Click Create.

   
6. 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.

     
7. 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.

1. Click Connect.

   
2. When prompted, log in to the Backup & Archive App to authenticate the connection.

   
3. After authenticating, you will be returned to Salesforce.

4. The Token Status is Valid.