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Instantly View Salesforce Data in Extra Data

View key Salesforce data instantly in Kolleno’s Customer Hub—no need to open the Salesforce section.

Kolleno Support avatar
Written by Kolleno Support
Updated this week

The Extra Data section in Kolleno lets you see crucial Salesforce information at a glance—no need to open the Salesforce data section.

Why Use Extra Data?

  • Quick Access:

Instantly view key Salesforce fields for each customer, right from the Customer Hub in Kolleno.

  • Stay Efficient:

No more switching tabs or searching through the Salesforce data page—your most important info is always visible, from anywhere in the Customer Hub.

  • Customizable:

Choose which Salesforce fields appear in Extra Data. Just let Kolleno Support know what’s important to you.


How It Works

  • Kolleno can pull selected data from Salesforce and display it in the Extra Data section for each customer.

  • You decide which fields matter most—Kolleno Support will set it up for you.


Get Started

  • List the Salesforce fields you want to see in Extra Data.

  • Contact Kolleno Support with your preferences.

  • We’ll handle the rest—so you can work faster and smarter.

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