Customer Support

Removing an App from a Salesforce Connection

Required User Credentials

[Flosum User] - SystemAdministrator Role

Overview

The Global Settings app allows centralized management of which Flosum Cloud Apps are assigned to your Salesforce organizations. This article shows you how to remove an app from a Salesforce Connection.

Data Loss Warning

When an app is removed from a Salesforce connection, all data associated with that app for that connection will be deleted. For instance, if the Backup & Archive app is removed, all backups, archives, and historical data related to that app will be lost. This could lead to the loss of information that is not available within the Salesforce org.

After removing an app from a Salesforce connection, ensure that any Roles with associated permissions are reviewed and updated accordingly.

Removing an App

1

Access Global Settings

  1. From any Flosum Cloud App, click the App Switcher icon in the dropdown menu from the sidebar menu.

  2. Click Global Settings.

  3. The Global Settings app will open in a new tab.

Global Settings can also be accessed by directly logging in using your region's Global Settings URL. See the following article for login instructions.

2

Remove an App

  1. Click Connections from the left sidebar.

  2. Click the Three Vertical Dots menu at the right end of the Connection you wish to remove an app from.

  3. Click Remove App.

  4. Click the App dropdown menu.

  5. Select the App to remove.

  6. To confirm app removal, enter the Connection Name in the textbox.

The Connection Name must be entered exactly as shown in the textbox label, including case sensitivity.

  1. Click Remove.

  2. Once removed, the connection will no longer list the removed app.

PreviousAssigning an App to a Salesforce ConnectionNextUpdating a Salesforce Connection Token

Last updated

Was this helpful?