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Customizing Your Salesforce Integration

Customize Salesforce integration—show custom fields, sync data both ways, and link multiple record types.

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

Tailor your Salesforce integration to your business needs:

  • Custom Fields Displayed:

The Customer Hub can display all custom fields from Salesforce. Contact Kolleno Support to add or modify which fields appear.

  • Field Selection:

Need specific Salesforce fields displayed or want to send data back to Salesforce? Simply let Kolleno Support know your preferences.

  • Multiple Record Types:

Kolleno can connect customers to multiple Salesforce record types at once, allowing you to view all the customer related data.

  • Pulling and Pushing Salesforce Data:

Kolleno's integration can both import data from Salesforce and export updates back to Salesforce with proper configuration.

  • Contact Kolleno Support to set up advanced synchronization.

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