Salesforce
Understand the Salesforce integration with Kolleno and how Salesforce data appears, syncs, and is used in Customer Hub and communications.
By Kolleno and 1 other2 authors13 articles
Overview & access
Learn what Salesforce data is available in Kolleno, where to find it in Customer Hub, and how to navigate using deep links.
Salesforce Data Overview in KollenoUnderstand and manage the Salesforce data integrated into Kolleno.
Viewing and Navigating Salesforce DataAccess Salesforce records from Customer Hub, including Accounts, Contacts, and direct deep links.
Direct Salesforce Deep LinksUse deep links to open synced Salesforce records instantly—just click the link icon to save time.
Instantly View Salesforce Data in Extra DataView key Salesforce data instantly in Kolleno’s Customer Hub—no need to open the Salesforce section.
Salesforce Deep LinkView a Salesforce link next to customer names. Contact Kolleno support to enable this feature.
Setup, authentication & configuration
Connect Salesforce securely, configure the integration, and control which objects/fields sync into Kolleno.
How to connect to Salesforce using OAuthSet up Salesforce OAuth JWT for Kolleno to enable secure, automated API access without passwords.
Obtaining a Salesforce Security TokenLearn how to obtain your Salesforce security token for Kolleno integration.
Customizing Your Salesforce IntegrationCustomize Salesforce integration—show custom fields, sync data both ways, and link multiple record types.
Keeping Salesforce Data Up to DateKolleno syncs Salesforce data nightly using unique IDs—always up-to-date in the Customer Hub.
Features: communications, syncing & FAQs
Use Salesforce data in emails, sync contacts, enable Chatter updates, and reference common Salesforce integration questions.
Inserting Salesforce Smart Fields into EmailsPersonalize emails easily—copy Salesforce field codes and Kolleno auto-fills customer data when sending.
Salesforce Data FAQSummary of the key questions you might have regarding the Kolleno <> Salesforce integration.
Enable Salesforce Chatter Integration in KollenoAutomatically post Kolleno timeline activity to Salesforce Chatter to keep your Salesforce team up to date
Salesforce Contact SyncingSalesforce Contacts can sync into Kolleno as People records, including phone numbers and assigned positions.