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Inserting Salesforce Smart Fields into Emails

Personalize emails easily—copy Salesforce field codes and Kolleno auto-fills customer data when sending.

Kolleno Support avatar
Written by Kolleno Support
Updated over a month ago

Easily personalize your emails with Salesforce data:

  • Each Salesforce field in the Customer Hub has a convenient copy button next to it.

  • Click the copy button to copy the smart field code.

  • Paste the smart field code into your email template.

  • When sending emails, Kolleno will automatically fill in the correct customer data.

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