Did you integrate the wrong Salesforce account or simply want to disconnect the integration? No worries, we've got you covered!
There are two ways to disconnect Salesforce from the EazyBe WhatsApp extension:
A) Disconnect via the EazyBe WhatsApp extension.
Click on the Integrations icon.
Under the Salesforce section, click the Disconnect button.
A confirmation pop-up will appear. Click Disconnect to confirm, and your Salesforce account will be successfully disconnected from the EazyBe WhatsApp extension.
B) Disconnect via the EazyBe Workspace
Click on the Organisation button in the right sidebar.
The Organisation page will open in the EazyBe Workspace.
Click on the Integrations button in the left sidebar.
Under the Salesforce CRM integration section, click on the Configure button.
You'll see a red Unlink button. Click on it.
A confirmation pop-up will appear. Click Unlink to finalize the disconnection.
After successfully disconnecting, the Salesforce icon will no longer appear in the right sidebar of the extension.
To reconnect Salesforce, simply follow the same steps you used during the initial setup. For detailed instructions, visit How to Install and Connect EazyBe to your Salesforce account.
We hope this article has helped you better understand how EazyBe works! If you have any questions or need further assistance, feel free to reach out to us at [email protected]. We're happy to help!