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Migrate to a new connection after existing connection's permissions revoked
Migrate to a new connection after existing connection's permissions revoked

Widgets will error when permissions on the existing connection are revoked – often after the connected account holder leaves their role.

Updated over a week ago

Widgets will error when permissions on the existing data source connection are revoked – often after the connected account holder leaves their role. You'll need to disconnect the existing data source connection, then add another account.

Note: for Salesforce widgets, deleting your connection will cause a permanent connection issue. See our dedicated Salesforce article about this error.

  1. Click on your initials in the top right hand corner.

  2. From the drop-down, select Admin.

  3. Click the Connections tab.

  4. Locate the data source, then click the more options icon and select Delete connection.


    Warning: Deleting your connection to a data source will delete all the associated widgets. To keep your widgets, you must check the option Delete connection only (widgets will stop working) when deleting the data source.

    Delete connection only to keep your widgets by checking the box.
  5. Click Delete connection again when prompted.

  6. Return to your dashboard and Edit a widget that was previously connected to the old connection.

  7. If an edit menu appears on your dashboard, click Account, then click Add connection to connect a new account.

    change connection

    If an edit screen appears, click + Add, beside the Account field.

    add a new connection while editing a widget
  8. Follow the on-screen steps to connect your account.

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