Disable Salesforce CRM Integration

If you need to temporarily stop syncing with Salesforce, you can switch the CRM integration off from the Cloud Voice portal. CRM (Customer Relationship Management) is the system your team uses to track contacts and customer activity, so the integration is what links call data in Cloud Voice to Salesforce. Turning it off pauses that link. Your existing settings stay in place, so you can turn the connection back on later without configuring it again.

Turn off the integration

1. Sign in to the Cloud Voice portal and open Integrations > CRM.

   Note

   The CRM tab under Integrations is where the Salesforce connection lives. If more than one CRM is available, make sure the page is showing the Salesforce settings before you continue.

2. At the top of the page, toggle off Enable Salesforce Integration.

   

   Caution

   Disabling takes effect for the whole account as soon as you save. Any feature that depends on the Salesforce connection (for example, syncing call activity or looking up contacts) stops working for every user until you enable it again. Only turn it off when you intend to pause it for everyone.

3. Select Save.

What happens next

• The Status field changes to Disabled.
• All of your CRM integration settings are kept. The next time you enable Salesforce, the saved configuration is applied right away.

Tip

Disabling is the safe, reversible option when you only need a temporary pause: nothing is erased, so re-enabling later takes one click. Reach for a full removal only when you want to clear the saved configuration for good.