Salesforce
Understand the Salesforce integration with Kolleno and how Salesforce data appears, syncs, and is used in Customer Hub and communications.
14 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.
- Configure Salesforce OAuth JWT Authentication for KollenoSet up secure API access between Salesforce and Kolleno using JWT authentication with certificates and a Connected App.
- 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.
- Enforcing Microsoft SSO for Your CompanyHow to enable mandatory Microsoft SSO login for all users in your company, and how adding new users works afterwards.
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.