Cancelling Salesforce depends on your contract type and admin permissions. This guide covers cancellation for different plan types, whether you're an admin or regular user, and what to expect with annual commitments.
Salesforce cancellation requires admin permissions and varies significantly by contract type. Monthly plans can typically be cancelled online, while annual contracts often require contacting sales or support due to commitment terms and auto-renewal clauses.
Follow these steps to cancel Salesforce if you have admin access. The process varies for monthly vs annual plans.
Sign in to your Salesforce organization using an account with System Administrator permissions. Regular users cannot access billing settings.
Click the gear icon in the top right corner and select Setup from the dropdown menu.
In the Setup menu, search for Company Information or navigate to Administration > Company Information.
Look for Billing or Subscription options. For monthly plans, you may see a cancel option. Annual plans typically require contacting support.
Follow the prompts to cancel monthly plans, or create a support case for annual contracts. You'll receive confirmation via email.
Salesforce contracts can be complex with different cancellation rules depending on your plan type and commitment length.
These points can help you avoid data loss and ensure a smooth cancellation process.
Use Data Export or reports to back up contacts, opportunities, and custom objects. Once cancelled, data access is limited.
Check for early termination fees, auto-renewal clauses, and required notice periods. Annual contracts often have strict requirements.
Reducing licenses or switching to a lower edition might be more cost-effective than full cancellation, especially mid-contract.
If cost is the main concern, these alternatives might work better than cancelling your Salesforce subscription completely.
If you can't access the admin portal or need help with contract terms, these methods can help you cancel your subscription.
If you purchased through a Salesforce partner or reseller, you'll need to contact them directly for cancellation.
Salesforce consulting partners
AppExchange vendors
Implementation partners
Regional distributors
Call Salesforce support for immediate assistance with cancellation, particularly important for enterprise contracts.
Available through your org's support portal
Create a support case via email for cancellation requests, especially useful for annual contract discussions.
Create case through Salesforce Help portal
Salesforce support can help with cancellation questions, especially for complex contracts or enterprise accounts.
Common questions about cancelling Salesforce and what to expect.
Step-by-step guides for other business software services.
