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))"
}
]
}