This article explains how Kolleno sends timeline events (emails, notes, tasks, invoices, transactions) directly to a customer’s Salesforce Account Chatter feed.
How Salesforce Chatter Integration Works
When enabled, Kolleno automatically sends each new timeline step to the matching Salesforce Account.
The post includes:
Step type (email, invoice, note, task)
Metadata such as invoice numbers, dates, status
Formatted content for clear visibility in Chatter
Request Activation in Kolleno
Please make sure that:
Chatter is enabled in your Salesforce organisation
Send an email to the support@kolleno with the subject:
“Request to Enable Salesforce Chatter Integration”
Include the following details:
Your Kolleno URL
Confirmation that Salesforce is already connected to your Kolleno account
The following setting code in your request:
salesforce_chatter_integration
If activation is required for multiple Kolleno instances, please provide the Kolleno URL for each instance where the change is needed.
Important Notes
Automatic Posting: Steps are posted automatically when created no manual action required
Visibility in Salesforce: Posts appear on the Salesforce Account's Chatter feed, visible to users with access to that Account
Content Formatting: Posts include step category, metadata, and content, formatted for Chatter
For more information on managing your Salesforce integration, refer to the Salesforce Articles Collection.