Disconnecting from Salesforce

Learn how to Disconnect your Maica Forms account from Salesforce

If you need to switch to a different Salesforce org, revoke access, or troubleshoot a broken connection, you can disconnect at any time.

How to Disconnect

  1. Open any form in the form builder

  2. Locate the Salesforce panel in the settings sidebar

  3. Click Disconnect

  4. Confirm the action

Your Salesforce connection is immediately removed. All your forms remain intact — only the active connection is deleted.

Impact of Disconnecting

What changes
What doesn't change

Salesforce features are disabled until you reconnect

Your forms and their settings are preserved

New submissions will not sync to Salesforce

Existing submissions are unchanged

Merge field previews will not work in the template builder

Form schemas with SF field mappings are preserved

If someone submits a form while you are disconnected and the form has Salesforce sync enabled, the submission will be saved with a failed sync status. The data is not lost — it will be in the submissions table and can be re-processed once you reconnect (or handled manually).

Reconnecting

Follow the steps in Connecting to Salesforce. You can reconnect to the same org or a different one. If you reconnect to a different org, make sure any field mappings in your forms still refer to valid object and field names in the new org.

Revoking Access from Salesforce Directly

To remove Maica Forms' access at the Salesforce level:

  1. In Salesforce, go to Setup → My Personal Information → OAuth and Approved Apps (or Settings → Connected Apps OAuth Usage in newer orgs)

  2. Find Maica Forms and click Revoke

This invalidates the tokens stored in Maica Forms. You will need to reconnect from within the app to restore functionality.

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