Disconnecting and Uninstalling Talkdesk for Salesforce Partner Contact Center

This article details the steps necessary to disconnect or completely uninstall Talkdesk for Salesforce Partner Contact Center.

Before starting, make sure that you have System Administrator permissions in Salesforce and/or the ability to create, update, and delete AppExchange packages.

To minimize the impact, we recommend executing these steps after-hours or during periods of lower call volume.

 

Disconnecting Talkdesk for Salesforce Partner Contact Center

To disconnect Talkdesk for Salesforce Partner Contact Center, follow these steps:

  1. On SV Talkdesk Admin [1], go to the SV Setup Data tab [2].
  2. Click the Disconnect from SV button [3].
  3. Click on Salesforce Setup [4].

After disconnecting, users will lose the Contact Center and SV Talkdesk Agent permission sets. Users with the SV Talkdesk Admin permission set will keep it.

Note: Users should refresh their page to lose access to the Omnichannel phone.

  1. Select the Contact Center you disconnected.
  2. Click Delete.

After deleting, the Call Center field associated with the SV users under Talkdesk Admin > Users will be empty.

To reconnect Talkdesk for Salesforce Partner Contact Center, follow the “Creating the Contact Center” and “Assigning Contact Center to Users” sections on this article.

 

Uninstalling Talkdesk for Salesforce Partner Contact Center

Always disconnect first before uninstalling the managed package by following the steps above.

After disconnecting, if you need to completely uninstall the Talkdesk for Salesforce Partner Contact Centermanaged package, follow these steps:

  1. In Setup [1], go to Installed Packages [2].
  2. Click Uninstall [3] next to the Salesforce Partner Contact Center for the Talkdesk package.

In the pop-up window, select Save a copy (recommended) and then Uninstall.

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