Setup, authentication & configuration
Connect Salesforce securely, configure the integration, and control which objects/fields sync into Kolleno.
By Kolleno1 author4 articles
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.
