If you are using our Salesforce package, you will not need to use these instructions.
This article is only if you need to create the MadKudu fields manually because you do not want to use our Salesforce package.
You are on the right page if you are looking for the specifications of the fields to create in your Salesforce to receive the MadKudu data.
Preview
- The Customer Fit and Likelihood to Buy models at the Lead/Contact or Account level have a set of 4 fields (segment, score, formatted (the "emojis"), signals).
- The Lead Grade model at the Lead/Contact level has a set of 3 fields (segment, score, formatted (the "emojis")). The Grade does not exist at the Account level.
(For a definition of the fields, please refer to this article).
To create fields in Salesforce, you can either go
Create MadKudu fields through Salesforce interface
In your Salesforce
- Click on the gear icon in the top right corner.
- go to Setup > Object Manager
- select the object Lead, Contact or Account
- Click Fields & Relationships
- Click New
- Select the Type, click Next
- Enter the Field Label (e.g MK Customer Fit Segment), which will populate the Field Name. Note: when you create a custom field name, Salesforce will automatically replace any spaces with underscores and append
__cto the end of the API name. - Enter the text length if the type is Text
- Enter a description if you'd like
- click Next
Result
Fields for Lead / Contact / Account
Customer Fit
- Field Label: MK Customer Fit Segment
- Type: Picklist
- Values:
-
very good
good
medium
low
-
- Description: MadKudu customer fit segment (very good, good, medium, low)
- -> Field API Name will automatically be filled: mk_customer_fit_segment__c
- Field Label: MK Customer Fit Score
- Type: Number, Precision: 18, Scale: 0
- Description: MadKudu customer fit score (between 0 and 100)
- -> Field API Name will automatically be filled: mk_customer_fit_score__c
- Field Label: MK Customer Fit Signals
- Type: LongTextArea, Length: 1024, VisibleLines: 10
- Description: MadKudu top customer fit signals
- -> Field API Name will automatically be filled: mk_customer_fit_signals__c
- Field Label: MK Customer Fit
- Type: Formula (then select Text at the next step)
- Description: MadKudu customer fit emoji
- Formula:
-
IMAGE("https://cdn.madkudu.com/images/star.png","",0,0) + CASE(mk_customer_fit_segment__c, 'very good', IMAGE("https://cdn.madkudu.com/images/star.png", "Star", 20, 20) + IMAGE("https://cdn.madkudu.com/images/star.png", "Star", 20, 20) + IMAGE("https://cdn.madkudu.com/images/star.png", "Star", 20, 20), 'good', IMAGE("https://cdn.madkudu.com/images/star.png", "Star", 20, 20) + IMAGE("https://cdn.madkudu.com/images/star.png", "Star", 20, 20), 'medium', IMAGE("https://cdn.madkudu.com/images/star.png", "Star", 20, 20), 'low', IMAGE("https://cdn.madkudu.com/images/cross.png", "Cross", 20, 20), '')
-
- -> Field API Name will automatically be filled: mk_customer_fit__c
Likelihood to Buy
- Field Label: MK Likelihood to Buy Segment
- Type: Picklist
- Values:
-
very high
high
medium
low
-
- Description: MadKudu likelihood to buy segment (very high, high, medium, low)
- -> Field API Name will automatically be filled: mk_likelihood_to_buy_segment__c
- Field Label: MK Likelihood to Buy Score
- Type: Number, Precision: 18, Scale: 0
- Description: MadKudu likelihood to buy score (between 0 and 100)
- -> Field API Name will automatically be filled: mk_likelihood_to_buy_score__c
- Field Label: MK Likelihood to Buy Signals
- Type: LongTextArea, Length: 1024, VisibleLines: 10
- Description: MadKudu likelihood to buy signals (most recent activities)
- -> Field API Name will automatically be filled: mk_likelihood_to_buy_signals__c
- Field Label: MK Likelihood to Buy
- Type: Formula (then select Text at the next step)
- Description: MadKudu likelihood to buy emoji
- Formula:
-
IMAGE("https://cdn.madkudu.com/images/fire.png","",0,0) + CASE(mk_likelihood_to_buy_segment__c , 'very high', IMAGE("https://cdn.madkudu.com/images/fire.png", "Fire", 20, 20) + IMAGE("https://cdn.madkudu.com/images/fire.png", "Fire", 20, 20) + IMAGE("https://cdn.madkudu.com/images/fire.png", "Fire", 20, 20), 'high', IMAGE("https://cdn.madkudu.com/images/fire.png", "Fire", 20, 20) + IMAGE("https://cdn.madkudu.com/images/fire.png", "Fire", 20, 20), 'medium', IMAGE("https://cdn.madkudu.com/images/fire.png", "Fire", 20, 20), 'low', IMAGE("https://cdn.madkudu.com/images/snowflake.png", "Snowflake", 20, 20), '')
-
-
- -> Field API Name will automatically be filled: mk_likelihood_to_buy__c
Fields for Lead / Contact only
Lead Grade
- Field Label: MK Lead Grade Segment
- Type: Text, Length: 255
- Description: MadKudu Lead Grade segment (A, B, C, D or E)
- -> Field API Name will automatically be filled: mk_lead_grade_segment__c
- Field Label: MK Lead Grade Score
- Type: Number, Precision: 18, Scale: 0
- Description: MadKudu Lead Grade score (between 0 and 100)
- -> Field API Name will automatically be filled: mk_lead_grade_score__c
- Field Label: MK Lead Grade
- Type: Formula (then select Text at the next step)
- Description: MadKudu Lead Grade emoji
- Formula:
-
IMAGE("https://cdn.madkudu.com/images/star.png","",0,0) +CASE(mk_lead_grade_segment__c, 'A', IMAGE("https://cdn.madkudu.com/images/lead_grades/grade_a_s.png", "A", 20, 20), 'B', IMAGE("https://cdn.madkudu.com/images/lead_grades/grade_b_s.png", "B", 20, 20), 'C', IMAGE("https://cdn.madkudu.com/images/lead_grades/grade_c_s.png", "C", 20, 20), 'D', IMAGE("https://cdn.madkudu.com/images/lead_grades/grade_d_s.png", "D", 20, 20), 'E', IMAGE("https://cdn.madkudu.com/images/lead_grades/grade_e_s.png", "E", 20, 20), '')
-
- Field API Name will be: mk_lead_grade__c
Create MadKudu fields through Salesforce REST API
JSON file
Lead and Contact
{
"Lead": [
{
"fullName": "Lead.mk_customer_fit_segment__c",
"label": "MK Customer Fit Segment",
"externalId": "false",
"required": "false",
"type": "Text",
"length": 255
},
{
"fullName": "Lead.mk_customer_fit_score__c",
"label": "MK Customer Fit Score",
"externalId": "false",
"required": "false",
"type": "Number",
"precision": 18,
"scale": 0
},
{
"fullName": "Lead.mk_customer_fit_signals__c",
"label": "MK Customer Fit Signals",
"type": "LongTextArea",
"length": 1024,
"visibleLines": 10
},
{
"fullName": "Lead.mk_customer_fit__c",
"label": "MK Customer Fit",
"required": "False",
"type": "Text",
"formula": "IMAGE("https://cdn.madkudu.com/images/star.png","",0,0)+CASE(mk_customer_fit_segment__c,
'very good', IMAGE("https://cdn.madkudu.com/images/star.png", "Star", 20, 20) + IMAGE("https://cdn.madkudu.com/images/star.png", "Star", 20, 20) + IMAGE("https://cdn.madkudu.com/images/star.png", "Star", 20, 20),
'good', IMAGE("https://cdn.madkudu.com/images/star.png", "Star", 20, 20) + IMAGE("https://cdn.madkudu.com/images/star.png", "Star", 20, 20),
'medium', IMAGE("https://cdn.madkudu.com/images/star.png", "Star", 20, 20),
IMAGE("https://cdn.madkudu.com/images/cross.png", "Star", 20, 20),IMAGE("https://cdn.madkudu.com/images/cross.png", "Cross", 20, 20))"
},
{
"fullName": "Lead.mk_likelihood_to_buy_segment__c",
"label": "MK Likelihood to Buy Segment",
"externalId": "false",
"required": "false",
"type": "Text",
"length": 255
},
{
"fullName": "Lead.mk_likelihood_to_buy_score__c",
"label": "MK Likelihood to Buy Score",
"externalId": "false",
"required": "false",
"type": "Number",
"precision": 18,
"scale": 0
},
{
"fullName": "Lead.mk_likelihood_to_buy_signals__c",
"label": "MK Likelihood to Buy Signals",
"type": "LongTextArea",
"length": 1024,
"visibleLines": 10
},
{
"fullName": "Lead.mk_likelihood_to_buy__c",
"label": "MK Likelihood to Buy",
"required": "False",
"type": "Text",
"formula": "IMAGE("https://cdn.madkudu.com/images/fire.png","",0,0)+CASE(mk_likelihood_to_buy_segment__c ,
'very high', IMAGE("https://cdn.madkudu.com/images/fire.png", "Fire", 20, 20) + IMAGE("https://cdn.madkudu.com/images/fire.png", "Fire", 20, 20) + IMAGE("https://cdn.madkudu.com/images/fire.png", "Fire", 20, 20),
'high', IMAGE("https://cdn.madkudu.com/images/fire.png", "Fire", 20, 20) + IMAGE("https://cdn.madkudu.com/images/fire.png", "Fire", 20, 20),
'medium', IMAGE("https://cdn.madkudu.com/images/fire.png", "Fire", 20, 20),
IMAGE("https://cdn.madkudu.com/images/snowflake.png", "Snowflake", 20, 20))"
},
{
"fullName": "Lead.mk_lead_grade_segment__c",
"label": "MK Lead Grade Segment",
"externalId": "false",
"required": "false",
"type": "Text",
"length": 255
},
{
"fullName": "Lead.mk_lead_grade_score__c",
"label": "MK Lead Grade Score",
"externalId": "false",
"required": "false",
"type": "Number",
"precision": 18,
"scale": 0
},
{
"fullName": "Lead.mk_lead_grade__c",
"label": "MK Lead Grade",
"required": "False",
"type": "Text",
"formula": "IMAGE("https://cdn.madkudu.com/images/star.png","",0,0)+CASE(mk_lead_grade_segment__c,
'A', IMAGE("https://cdn.madkudu.com/images/lead_grades/grade_a_s.png", "A", 20, 20),
'B', IMAGE("https://cdn.madkudu.com/images/lead_grades/grade_b_s.png", "B", 20, 20),
'C', IMAGE("https://cdn.madkudu.com/images/lead_grades/grade_c_s.png", "C", 20, 20),
'D', IMAGE("https://cdn.madkudu.com/images/lead_grades/grade_d_s.png", "D", 20, 20),
IMAGE("https://cdn.madkudu.com/images/lead_grades/grade_e_s.png", "E", 20, 20))"
}
],
"Contact": [
{
"fullName": "Contact.mk_customer_fit_segment__c",
"label": "MK Customer Fit Segment",
"externalId": "false",
"required": "false",
"type": "Text",
"length": 255
},
{
"fullName": "Contact.mk_customer_fit_score__c",
"label": "MK Customer Fit Score",
"externalId": "false",
"required": "false",
"type": "Number",
"precision": 18,
"scale": 0
},
{
"fullName": "Contact.mk_customer_fit_signals__c",
"label": "MK Customer Fit Signals",
"type": "LongTextArea",
"length": 1024,
"visibleLines": 10
},
{
"fullName": "Contact.mk_customer_fit__c",
"label": "MK Customer Fit",
"required": "False",
"type": "Text",
"formula": "IMAGE("https://cdn.madkudu.com/images/star.png","",0,0)+CASE(mk_customer_fit_segment__c,
'very good', IMAGE("https://cdn.madkudu.com/images/star.png", "Star", 20, 20) + IMAGE("https://cdn.madkudu.com/images/star.png", "Star", 20, 20) + IMAGE("https://cdn.madkudu.com/images/star.png", "Star", 20, 20),
'good', IMAGE("https://cdn.madkudu.com/images/star.png", "Star", 20, 20) + IMAGE("https://cdn.madkudu.com/images/star.png", "Star", 20, 20),
'medium', IMAGE("https://cdn.madkudu.com/images/star.png", "Star", 20, 20),
IMAGE("https://cdn.madkudu.com/images/cross.png", "Star", 20, 20),IMAGE("https://cdn.madkudu.com/images/cross.png", "Cross", 20, 20))"
},
{
"fullName": "Contact.mk_likelihood_to_buy_segment__c",
"label": "MK Likelihood to Buy Segment",
"externalId": "false",
"required": "false",
"type": "Text",
"length": 255
},
{
"fullName": "Contact.mk_likelihood_to_buy_score__c",
"label": "MK Likelihood to Buy Score",
"externalId": "false",
"required": "false",
"type": "Number",
"precision": 18,
"scale": 0
},
{
"fullName": "Contact.mk_likelihood_to_buy_signals__c",
"label": "MK Likelihood to Buy Signals",
"type": "LongTextArea",
"length": 1024,
"visibleLines": 10
},
{
"fullName": "Contact.mk_likelihood_to_buy__c",
"label": "MK Likelihood to Buy",
"required": "False",
"type": "Text",
"formula": "IMAGE("https://cdn.madkudu.com/images/fire.png","",0,0)+CASE(mk_likelihood_to_buy_segment__c ,
'very high', IMAGE("https://cdn.madkudu.com/images/fire.png", "Fire", 20, 20) + IMAGE("https://cdn.madkudu.com/images/fire.png", "Fire", 20, 20) + IMAGE("https://cdn.madkudu.com/images/fire.png", "Fire", 20, 20),
'high', IMAGE("https://cdn.madkudu.com/images/fire.png", "Fire", 20, 20) + IMAGE("https://cdn.madkudu.com/images/fire.png", "Fire", 20, 20),
'medium', IMAGE("https://cdn.madkudu.com/images/fire.png", "Fire", 20, 20),
IMAGE("https://cdn.madkudu.com/images/snowflake.png", "Snowflake", 20, 20))"
},
{
"fullName": "Contact.mk_lead_grade_segment__c",
"label": "MK Lead Grade Segment",
"externalId": "false",
"required": "false",
"type": "Text",
"length": 255
},
{
"fullName": "Contact.mk_lead_grade_score__c",
"label": "MK Lead Grade Score",
"externalId": "false",
"required": "false",
"type": "Number",
"precision": 18,
"scale": 0
},
{
"fullName": "Contact.mk_lead_grade__c",
"label": "MK Lead Grade",
"required": "False",
"type": "Text",
"formula": "IMAGE("https://cdn.madkudu.com/images/star.png","",0,0)+CASE(mk_lead_grade_segment__c,
'A', IMAGE("https://cdn.madkudu.com/images/lead_grades/grade_a_s.png", "A", 20, 20),
'B', IMAGE("https://cdn.madkudu.com/images/lead_grades/grade_b_s.png", "B", 20, 20),
'C', IMAGE("https://cdn.madkudu.com/images/lead_grades/grade_c_s.png", "C", 20, 20),
'D', IMAGE("https://cdn.madkudu.com/images/lead_grades/grade_d_s.png", "D", 20, 20),
IMAGE("https://cdn.madkudu.com/images/lead_grades/grade_e_s.png", "E", 20, 20))"
}
]
}
Account
{
"Account": [
{
"fullName": "Account.mk_customer_fit_segment__c",
"label": "MK Customer Fit Segment",
"externalId": "false",
"required": "false",
"type": "Text",
"length": 255
},
{
"fullName": "Account.mk_customer_fit_score__c",
"label": "MK Customer Fit Score",
"externalId": "false",
"required": "false",
"type": "Number",
"precision": 18,
"scale": 0
},
{
"fullName": "Account.mk_customer_fit_signals__c",
"label": "MK Customer Fit Signals",
"type": "LongTextArea",
"length": 1024,
"visibleLines": 10
},
{
"fullName": "Account.mk_customer_fit__c",
"label": "MK Customer Fit",
"required": "False",
"type": "Text",
"formula": "IMAGE("https://cdn.madkudu.com/images/star.png","",0,0)+CASE(mk_customer_fit_segment__c,'very good', IMAGE(\"https://cdn.madkudu.com/images/star.png\", \"Star\", 20, 20) + IMAGE(\"https://cdn.madkudu.com/images/star.png\", \"Star\", 20, 20) + IMAGE(\"https://cdn.madkudu.com/images/star.png\", \"Star\", 20, 20), 'good', IMAGE(\"https://cdn.madkudu.com/images/star.png\", \"Star\", 20, 20) + IMAGE(\"https://cdn.madkudu.com/images/star.png\", \"Star\", 20, 20), 'medium', IMAGE(\"https://cdn.madkudu.com/images/star.png\", \"Star\", 20, 20), IMAGE(\"https://cdn.madkudu.com/images/cross.png\", \"Star\", 20, 20),IMAGE("https://cdn.madkudu.com/images/cross.png", "Cross", 20, 20))"
},
{
"fullName": "Account.mk_likelihood_to_buy_segment__c",
"label": "MK Likelihood to Buy Segment",
"externalId": "false",
"required": "false",
"type": "Text",
"length": 255
},
{
"fullName": "Account.mk_likelihood_to_buy_score__c",
"label": "MK Likelihood to Buy Score",
"externalId": "false",
"required": "false",
"type": "Number",
"precision": 18,
"scale": 0
},
{
"fullName": "Account.mk_likelihood_to_buy_signals__c",
"label": "MK Likelihood to Buy Signals",
"type": "LongTextArea",
"length": 1024,
"visibleLines": 10
},
{
"fullName": "Account.mk_likelihood_to_buy__c",
"label": "MK Likelihood to Buy",
"required": "False",
"type": "Text",
"formula": "IMAGE("https://cdn.madkudu.com/images/fire.png","",0,0)+CASE(mk_likelihood_to_buy_segment__c ,
'very high', IMAGE("https://cdn.madkudu.com/images/fire.png", "Fire", 20, 20) + IMAGE("https://cdn.madkudu.com/images/fire.png", "Fire", 20, 20) + IMAGE("https://cdn.madkudu.com/images/fire.png", "Fire", 20, 20),
'high', IMAGE("https://cdn.madkudu.com/images/fire.png", "Fire", 20, 20) + IMAGE("https://cdn.madkudu.com/images/fire.png", "Fire", 20, 20),
'medium', IMAGE("https://cdn.madkudu.com/images/fire.png", "Fire", 20, 20),
IMAGE("https://cdn.madkudu.com/images/snowflake.png", "Snowflake", 20, 20))"
}
]
}