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.