Requirements: Admin role.
- Open Salesforce’s Details, go to the Status tab and press Disconnect.
- Confirm in the notice — the action can’t be undone.
Result: the saved credential is deleted, activated actions stop running immediately and the agent loses access to Salesforce’s tools. To reconnect, repeat section 4.
Note — Salesforce becomes a destination for your own data
If you activate “Lead → contact” (section 5), the lead’s data travels to your own Salesforce org — a system that’s already yours, contracted and managed by you. Disconnecting stops the sync but doesn’t delete what was already synced before to your Salesforce. If you unsubscribed an end customer and requested their erasure, that erasure applies on the Platform; it doesn’t automatically delete what already traveled to your Salesforce.