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Viewing and Navigating Salesforce Data

Access Salesforce records from Customer Hub, including Accounts, Contacts, and direct deep links.

Kolleno Support avatar
Written by Kolleno Support
Updated over 3 weeks ago

How to access and use Salesforce data in the Customer Hub:

  1. Open a Customer Hub in Kolleno.

  2. Go to the Salesforce Data section.

  3. Browse all linked Salesforce records, including:

    • Main customer record (Account)

    • Related Contacts, Opportunities, Notes, and more (depending on your setup)

    • Each Related Object includes a Deep Link for direct access to the record in Salesforce

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