Access and manage your Salesforce data for each customer in one central location.
Kolleno's Customer Hub brings all your Salesforce data together in an easy-to-use interface:
Learn how to view all Salesforce records (Account, Contacts, Opportunities, Notes, etc.) for each customer in one place, with direct deep links for every related object.
Instantly open any Salesforce record from Kolleno using the Deep Link icon—no searching required.
Copy any Salesforce field as a smart field and insert it into your email templates for automatic personalization.
Display custom Salesforce fields, connect multiple record types, and configure data sync to fit your business needs.
Understand how Kolleno matches, syncs, and keeps your Salesforce data up to date—nightly and on demand.
Step-by-step guide to securely connect Kolleno to Salesforce using OAuth JWT for automated, passwordless API access or instead using security token.
Find answers to common questions about syncing, customizing, and viewing Salesforce data in Kolleno.
Where to find it:
Go to Customer Hub > Configuration > Salesforce Data.