Features: communications, syncing & FAQs
Use Salesforce data in emails, sync contacts, enable Chatter updates, and reference common Salesforce integration questions.
By Kolleno and 1 other2 authors4 articles
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.