Kolleno

Understand and manage the Salesforce data integrated into Kolleno.

Salesforce Data Overview in Kolleno

Set up Salesforce OAuth JWT for Kolleno to enable secure, automated API access without passwords.

How to connect to Salesforce using OAuth

Learn how to obtain your Salesforce security token for Kolleno integration.

Obtaining a Salesforce Security Token

Access Salesforce records from Customer Hub, including Accounts, Contacts, and direct deep links.

Viewing and Navigating Salesforce Data

Use deep links to open synced Salesforce records instantly—just click the link icon to save time.

Direct Salesforce Deep Links

Personalize emails easily—copy Salesforce field codes and Kolleno auto-fills customer data when sending.

Inserting Salesforce Smart Fields into Emails

Customize Salesforce integration—show custom fields, sync data both ways, and link multiple record types.

Customizing Your Salesforce Integration

Kolleno syncs Salesforce data nightly using unique IDs—always up-to-date in the Customer Hub.

Keeping Salesforce Data Up to Date

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

Salesforce Data FAQ

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

Instantly View Salesforce Data in Extra Data

View a Salesforce link next to customer names. Contact Kolleno support to enable this feature.

Salesforce Deep Link

Kolleno Support

Understand the Salesforce integration with Kolleno

Salesforce

Website

YouTube

Find answers and get help from Intercom Support and Community Experts

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