To display MadKudu Playbooks to your Sales reps in their Salesforce, here's a guide.

Step 1: Create a VisualForce page for MadKudu Copilot or install the Salesforce package

1) MadKudu Copilot is now included in MadKudu Salesforce Package (go at step 1 here).

2) If you already have installed the MadKudu Package and you just want to add the Copilot on top of it, you can install that Salesforce package that only contains the Copilot.

3) If you want to install it manually, please follow those steps:

• Connect to your Salesforce account 
• Click on the gear icon at the top right then Setup
• Search for VisualForce Pages
  
• Click New
• Configure with
  • Label: MadKudu Copilot
  • Name: MadKuduCopilot
  • Check the box: Available for Lightning Experience, Experience Builder sites, and the mobile app
  • Apex code:

<apex:page >
    <iframe src="https://msi.madkudu.com/inbox" width="100%" style="border:0;height:calc(100vh - 12px);" scrolling="true" id="MadKuduCopilot"/>
</apex:page>

• Don't forget to give access to this page to the relevant Profiles!

Step 2: Create a Custom Tab for the MadKudu Copilot 

• Click on the gear icon at the top right then Setup
• Search for Tabs

• Scroll down and search for Visualforce Tabs
• Click New
• Configure with
  • Visualforce page: MadKudu Copilot
  • Tab Label: MadKuduCopilot
  • Tab Name: MadKuduCopilot
  • Tab Style: Jewel
  • Description: MadKudu Copilot allows you to understand any relevant activity that happened in your book of accounts. Don't miss anything thanks to the MadKudu playbooks! The Copilot allows you to slide and dice in your book of accounts to understand who is active and what you should mention when reaching out.
• Click on Next

• Select user profiles for which the new page tab will be available. You can keep "all profiles" if you want everyone in your organization to get access to MadKudu Copilot.

• Click on Next
• Select the Custom Apps that should have this tab. We recommend the Sales Console and any custom app that your Sales team is using.
• Click on Save

Step 3: Make sure the tab is visible to the Sales team

• Search for App Manager
• Select All Tabs
• Click on the arrow and select Edit

• Select MadKudu Copilot and click on Up to be at the very top
• Default Landing Tab: MadKudu Copilot

• Assign to all the relevant Profiles