Overview
This guide helps you quickly onboard your Salesforce environment to the Druva platform for comprehensive data protection. The onboarding flow is divided into four streamlined steps:
Druva Console Setup: Activate your account and enable the Cloud Key Management System (KMS).
Druva App Installation: Install the Druva App from the Salesforce AppExchange.
Backup Configuration: Define your backup projects and scope.
Data Restoration: Perform a test restore to verify data integrity and accessibility.
Before You Begin
Ensure you meet the Salesforce System Requirements and have the necessary Druva Cloud Platform (DCP) administrative permissions. For more information, see Salesforce and inSync Prerequisites.
Step 1: Set Up the Druva Console
This section covers the administrative actions required within the Druva Cloud Platform (DCP) console to prepare for integration.
A. Account Activation
The Druva Administrator will receive a welcome email containing an Activate Now link.
Click the link to be redirected to the password reset screen. Set your password and log in to the Druva Console.
B. Enable Cloud KMS
Upon login, navigate to the Salesforce workload from the main dashboard.
Enable the Cloud Key Management System (KMS). This allows Druva to manage the unique encryption keys used to secure your backed-up Salesforce data.
Confirm the action when prompted.
C. Invite the Salesforce App Administrator to
After enabling KMS, you will reach the User Invite screen.
Enter the Email ID and Username of the Salesforce user who will manage the backups. This links your Salesforce Org to the Druva platform.
Step 2: Install and Access the Druva App
The invited Salesforce user must install the Druva App to establish a secure connection between Salesforce and Druva.
A. Install the App
The invited user will receive an email with a direct link to the Druva Salesforce AppExchange listing.
Click Get It Now and follow the prompts to install the app.
Important: During installation, select Install for Admins Only (or specific profiles) to ensure restricted access to backup management.
B. Accessing the Druva Application
Single Sign-On (SSO): If your Salesforce credentials match the invited user details, you will be logged in automatically upon opening the app.
Manual Login: If SSO is not configured or fails, log in using your standard Salesforce credentials when prompted.
Step 3: Back Up Salesforce Data
Druva organizes backups through "Projects." By default, the organization is available in the Druva Salesforce environment. You can add and switch the organization by defining a new project.
You must define what data to back up and when.
Create a Backup Definition: In the Druva App, create a new definition to specify which objects (Standard and Custom) and files to protect.
Set the Schedule: Define the backup frequency (e.g., daily or every few hours) in the Scheduling tab. For more information, see Configuring Backups.
Metadata (Optional): Enable metadata backup if you wish to protect object schemas and configurations.
Verify Permissions: Ensure the Salesforce integration user has the "Modified All Data" and "API Enabled" permissions (or the specific Druva Permission Set assigned).
Run Manual Backup: The job will run at the scheduled time, or Click Backup Now to trigger an initial full backup immediately.
Step 4: Restore Data
Restoration is managed via Restore Templates, which allow for repeatable and precise data recovery.
Create a Restore Template: Navigate to Restore & Seeding and define the source and destination (e.g., restoring from Production to a Sandbox).
Select Data: Choose specific records or use a SQL-like Query for granular, bulk selection.
Advanced Settings (Optional): * Data Masking: Obfuscate sensitive data when restoring to Sandboxes.
External IDs: Use External IDs to prevent record duplication.
Validation Rules: Choose to bypass or trigger Salesforce validation rules during the restore.
Execute Restore: Click Start Data Restore. Monitor the progress in real-time via the Tasks page.