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Manage Salesforce Data in Kolleno's Customer Hub

Understand and manage the Salesforce data integrated into Kolleno.

Kolleno Support avatar
Written by Kolleno Support
Updated this week

In Kolleno's Customer Hub under Configuration > Sales data, you can view your integrated Salesforce data. For successful integration:

  • Kolleno needs to link your customers to one or several record types in Salesforce, such as ERP internal IDs or customer references.

  • Confirm with Kolleno support exactly which Salesforce fields you wish to pull into Kolleno and which data you would like Kolleno to push back to Salesforce.

The data synchronization between Kolleno and Salesforce occurs automatically once per day during nighttime, ensuring your information is consistently updated.

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