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Salesforce Data FAQ

Summary of the key questions you might have regarding the Kolleno <> Salesforce integration.

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Written by Kolleno Support
Updated over a week ago

Q: How often is my Salesforce data updated?

A: Data syncs automatically every night.

Q: Can I add custom Salesforce fields to Kolleno?

A: Yes! Contact Support to add or change displayed fields.

Q: Can I push data from Kolleno back to Salesforce?

A: Yes, with the right setup. Contact Support for details.

Q: Can I choose which Salesforce fields are shown in Kolleno?

A: Absolutely. You can select which fields are displayed in the Customer Hub. Contact Support to customize your view.

Q: What if I need to sync data more frequently?

A: The default is nightly sync, but more frequent or on-demand syncs may be possible. Please contact Support to discuss your needs.

Q: How does Kolleno match customers with Salesforce records?

A: Kolleno uses unique Salesforce fields (like ERP internal IDs or customer references) to ensure accurate matching.

Q: Can I see related Salesforce records (like Contacts or Opportunities) in Kolleno?

A: Yes! All related records configured for your integration are visible and accessible via direct links in the Customer Hub.

Q: Who should I contact for integration changes or troubleshooting?

A: Please reach out to Kolleno Support for any integration questions, customizations, or issues.

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