To access the Connection Settings for Salesforce Integration, navigate to Setup (1) → Integrations (2) → Salesforce (3). Next, select the Salesforce connection that you are interested in (4).

Connection Settings

The Connection Settings tab (1) is where you can find information about your Salesforce Integration connection and perform various actions:

• Enabled/Not Enabled - this indicates whether the connection is currently enabled or not (2). To learn more about enabling Salesforce connections, please refer to this article
• Name & Login URL - these fields (3) are automatically filled in when you create a new connection (which you can do by following the instructions in this article). They cannot be edited
• Connected/Not Connected: Email address - this shows whether the Salesforce Integration is currently connected or not, and also displays the email address of the Salesforce user who created the connection (4)
• Reload - click this button if you have made changes and would like to immediately send those settings to Salesforce (5)
• Disconnect - you can disconnect your Salesforce Integration by clicking this button (6). For more information on how to do this, please refer to this article

Did we miss something? Not to worry! Just email our support team at [email protected] ✌️