Salesforce Credentials
The Salesforce Credentials page allows fast and easy registration of Salesforce Credential(s) associated with the Org(s) to be backed up.
Note that the logged in user must be, at minimum, an Admin CapStorm Role to update credentials. See User Security for more details on CapStorm Roles.
Adding New Credentials
To register new Salesforce Credentials, click the Add New Credentials button. You will be presented with the dialog below to provide credential information. Use the Test Connection button to validate that the input credential information can successfully connect to Salesforce.
Edit Existing Credentials
To edit existing Salesforce Credentials, click the Edit icon in the “Click To Edit” column of the desired credential to edit. You’ll be presented with a dialog to update credential information:
Supported Credential Types
| Credential Type | Description |
|---|---|
| Username & Password | Traditional Salesforce Username & Password authentication. Provide inputs for Username, Password, & Security token. Note that a security token may also be required depending on your Salesforce’s security configuration. Passwords are always encrypted. |