docs(connections): add View resources section and offboarding FAQ - #2309
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george-dilthey
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August 26, 2026 14:51
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What changed
Added a new
### Viewing resources that use a connectionsection todocs/connections-and-integration-accounts.mdexplaining how to use the…> View resources option in Settings > Connections to see all workbooks, tables, and functions that reference a specific connection. Also added a## FAQssection with a step-by-step guide for the employee-offboarding scenario (identifying and re-authenticating connections owned by a departing team member before their account is deactivated). Updateddescriptionfrontmatter to reflect the added capability.Why
An enterprise customer (Casey Ogle, GetYourGuide) contacted support asking how to find which Salesforce user was the integration user for their workspace, and how to update connections to use a different user before they left the company. The human support agent (Richard Bleach) walked them through
Settings > Connections, the View resources action in the…menu, and the Reconnect action. The existing doc covered Reconnect thoroughly but had no mention of the View resources feature — which is the key tool for auditing which tables depend on a connection. The employee-offboarding workflow (view → reconnect) was also entirely absent from the docs.Source link(s)
…menu expanded (Edit / View resources / Reconnect / Revoke)apps/frontend/src/components/WorkspaceSettingsPage/Content/ConnectedAccountsContent/ConnectedAccountsTable.tsx:418— "View resources" dropdown item shown when(resourceCount ?? 0) > 0;ConnectionResourcesPanel.tsx:71— panel bodyUncertainties
None. Both claims (View resources feature and Reconnect behavior) are PASS-verified against code with no feature flags. Liveness confirmed for all plans via Slack announcement.
Related observations
access-settings-for-connections.mdhas a thin FAQ entry "What happens when an employee leaves the workspace?" that only says personal credentials are disabled. It does not explain the proactive workflow. The new FAQ inconnections-and-integration-accounts.mdcovers this more completely; a cross-reference could be added to the access-settings doc in a follow-up.Closes DOC-2059