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