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.