Kolleno

Understand and manage the Salesforce data integrated into Kolleno.

Salesforce Data Overview in Kolleno

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

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

Learn what Salesforce data is available in Kolleno, where to find it in Customer Hub, and how to navigate using deep links.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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