Disconnect Salesforce record mappings

Salesforce options menu with Disconnect from Salesforce

Disconnect Records

Disconnect removes the mapping between DOE and Salesforce. It does not delete the DOE account, stakeholder, Salesforce Account, or Salesforce Contact.

Salesforce options menu with Disconnect from Salesforce

Image guide: Start from the connected DOE record and open Salesforce options. Choose Disconnect from Salesforce when the DOE record should stop syncing to the currently linked Salesforce record.

Account Disconnect

For an account, disconnecting removes the account/Account mapping. Stakeholder mappings under that account can also stop being valid because those stakeholder mappings depend on the parent account context. DOE-managed Salesforce media fields are cleared where supported.

Use account disconnect when the DOE account is linked to the wrong Salesforce Account or when the account should no longer sync with Salesforce.

Stakeholder Disconnect

For a stakeholder, disconnecting removes only that stakeholder/Contact mapping and clears DOE-managed media fields for that Contact where supported.

Use stakeholder disconnect when the person is linked to the wrong Salesforce Contact or when the person should stay in DOE without syncing to Salesforce.

Steps

  1. Open the mapped DOE account or stakeholder.
  2. Open the Salesforce actions menu.
  3. Choose Disconnect.
  4. Read the confirmation message.
  5. Confirm the disconnect.
  6. Refresh the record and confirm the Salesforce link is gone.

What The Confirmation Means

The confirmation is asking whether the user wants to remove the connection only. The DOE record remains in DOE. The Salesforce record remains in Salesforce. The action removes the saved Salesforce object ID from the DOE record and stops future sync for that mapping.

What Happens After Disconnect

The DOE record remains in DOE. The Salesforce record remains in Salesforce. Historical activity in DOE is not deleted. Future profile and media sync stops for the disconnected mapping.

If the record should be connected again, use manual connect, import, export, or re-run mapping depending on the situation.

When To Use It

Use disconnect when a record was linked to the wrong Salesforce Account or Contact, when a duplicate needs cleanup, or when you need to prevent automatic remapping until someone explicitly connects it again.

When Not To Use It

Do not use disconnect if the whole workspace should stop using Salesforce. Use Disconnect Salesforce for that. Do not use disconnect to delete records from either system; it only removes the link between DOE and Salesforce.