How to Disable "Send to Salesforce" in Yesware

You can disable Send to Salesforce for individual emails directly from the compose window. This allows you to prevent a specific message from being logged in Salesforce while retaining tracking and template features. The process differs slightly between Gmail and Outlook. Important: If your Yesware administrator has enabled a Global Policy enforcing automatic Salesforce sync, the toggle will be disabled and cannot be turned off.

For Gmail

In the compose window, click the Salesforce cloud icon at the bottom. Toggle “Send to Salesforce” to the off position.

For Outlook

In the compose window, go to the Yesware section of the ribbon. Click “Open Sidebar.” Toggle “Send to Salesforce” to the off position.

How to Permanently Disconnect from Salesforce

If you want to fully disconnect Yesware from Salesforce, you can do so by selecting “Deauthorize”: Click here to Deauthorize Salesforce This will prevent any further syncing between your Yesware account and Salesforce until reauthorized.