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
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In the compose window, click the Salesforce cloud icon at the bottom.
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Toggle “Send to Salesforce” to the off position.
For Outlook
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In the compose window, go to the Yesware section of the ribbon.
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Click “Open Sidebar.”
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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”:
This will prevent any further syncing between your Yesware account and Salesforce until reauthorized.