Secure Agent clusters provide failover protection, ensuring that Salesforce users can always access on-premises external data sources like SharePoint 2010 or 2013.
|Available in: both Salesforce Classic and Lightning Experience|
|Available for an extra cost in: Enterprise, Performance, Unlimited, and Developer Editions|
|To set up Secure Agent clusters:||“Customize Application”|
The Secure Agent setup process requires a paid permission set license, “Files Connect for on-premises external data sources.” For information about permission set licenses, see Salesforce Help
Create the Secure Agent Cluster
- Create multiple Secure Agents on different servers by repeating this process: Set Up a Secure Agent.
- From Setup, enter Secure Agent Clusters in the Quick Find box, then select Secure Agent Clusters.
- Click New Secure Agent Cluster.
- Enter a Label for the user interface and Name for the API.
- To add available agents to the cluster, select them, and click Add.
Change the priority order in which agents are used by moving them up or down in the Selected Secure Agents list. The accessible agent with highest priority is used first.
- Click Save.
Check Cluster Status
- From Setup, enter Secure Agent Clusters in the Quick Find box, then select Secure Agents Clusters.
- Click a cluster name to access its details page.
- Note the overall status for the cluster. Green indicates that all agents are accessible, yellow that some are, and red that none are.
- Note the status of individual agents and these additional details:
- The Priority column shows the order in which agents are used. To change priority, click Edit, and move agents up or down in the Selected Secure Agents list.
- The Active column indicates which agent is currently in use.