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.