To display the alert feed to your Sales reps in their Salesforce home page, here's a guide.
If you have already installed MadKudu Sales Intelligence in Salesforce, you'll need to create manually the VisualForce page for the Alert feed as described below
Step 1: Create a VisualForce page for the Alert Feed
- Connect to your Salesforce account
- Click on gear icon at the top right then Setup
- Search for VisualForce Pages
- Click New
- Configure with
- Label: MadKudu Sales Intelligence Alerts Feed
- Name: MadKuduSalesIntelligenceAlertsFeed
- Check the box: Available for Lightning Experience, Experience Builder sites, and the mobile app
- Apex code:
<apex:page cache="false"> <apex:iframe src="https://msi.madkudu.com/feed" width="100%" scrolling="true" id="MSI_Alerts_Feed"/> </apex:page>
Step 2: Add the VisualForce page to your Salesforce Home page layout
- Go the Sales Home page
- At the top right, click on the gear icon then "Edit page"
- Then drag a component "VisualForce" in the layout and select on the right configuration panel MadKudu Sales Intelligence Alerts Feed and adjust the height