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Navigate to ‘Setup > Integrations > Connectors’.
Scroll down to Salesforce (Standard).
Click on the drop-down of the desired account.
Click on ‘Revoke’
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Differences Between The Standard and Professional Connectors
Standard | Professional | |
|---|---|---|
Can sync records to the Leads object | ✅ | ✅ |
Can sync records to the Contacts object | ✅ | ✅ (by converting leads to Contacts). |
Can create opportunities for Contacts | ✅ | ✅ |
Can add records to campaigns | ✅ | ✅ |
Duplicate management settings | ✅ | ✅ |
Time to sync records | Instantly | On sync cycles (5 minutes in between). |
Can connect multiple Salesforce accounts at once | ✅ | ⛔ |
Can connect sandbox accounts without Captello Support help | ✅ | ⛔ |
SSO authentication | ✅ | ⛔ |
Can create tasks for records | ⛔ | ✅ |
2-way syncing, cross reference filters and ROI syncing | ⛔ | ✅ |
Constantly syncs updates for synced records on 5-minute sync cycles. | ⛔ | ✅ |
Upcoming feature | ✅ | |
Can sync marketing emails to records as activities | ⛔ | ✅ (requires the Captello plugin) |
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