Follow the steps outlined below to install and configure Spanning in your client’s Salesforce instance.
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Install Spanning Backup for Salesforce in Salesforce
- Use a Salesforce System Admin account (supported editions: Unlimited, Performance, Enterprise, or Developer).
- Go to the appropriate installation link:
- Production: Salesforce Production Install
- Sandbox: Salesforce Sandbox Install
- Choose "Install for Admins Only" and proceed through confirmations.
After installation, click “Done.”
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Initial Configuration in Salesforce
- As Admin, go to Salesforce: Administration Setup > Manage Apps > Connected Apps.
- Edit “SpanningBackup” and “SpanningOauth” apps:
- Under OAuth Policies, set Permitted Users to “Admin Approved users are preauthorized.” Save changes.
- For each admin needing access, go to: Manage Users > Profiles > System Administrator > Edit > Connected App Access.
Ensure both SpanningBackup and SpanningOauth are enabled. Save.
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Enable UniView (IT Complete) Authentication
- In Spanning Backup for Salesforce:
- Go to Settings > Integrations.
- Locate the “Login with IT Complete” option and toggle it ON. This allows SSO via UniView.
- Log out, then proceed to the UniView Portal.
- In Spanning Backup for Salesforce:
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Add the Salesforce Organization to UniView
- Log in to the UniView Portal as Administrator: UniView Login.
- Go to Settings > Organizations and click ‘+New’ to add an org matching the Spanning tenant.
- Go to SaaS Backup, click ‘+ Customer,’ select:
- Platform: Salesforce
- The created Organization
- Subscription Type: Trial (you may need to start as a trial; Support/Salesops@spanning.com can convert to paid after setup)
- Add License type Legacy
- Authenticate with Salesforce as prompted (using System Admin credentials).
- Wait for integration to reflect; license and backup status may take 24 hours to sync in UniView.
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Finalization & License Allocation
- After a successful connection, inform Support/Salesops@spanning.com to convert from trial to paid if necessary.
- Confirm that backups are running by checking UniView > SaaS Backup dashboard.
- Set up alerts, notifications, and monitor backup status as needed.
Additional Notes:
- The Salesforce instance can only be added to UniView while in trial status; Support/Salesops will convert to paid following onboarding if required.
- If you encounter authentication errors (e.g., “Code 103”), check that the Salesforce admin account used has full access and permissions.
For multi-org MSP environments, repeat for each client tenant as needed.
If you need more detailed walkthroughs, refer to: