Can the integration of MadKudu to Salesforce affect Salesforce's performance?
It depends on your Salesforce API calls quota and APEX processes you may implement triggered by updates made by MadKudu.
We recommend connecting Salesforce to MadKudu through an Integration User so you can monitor the volume of connections and API calls made by MadKudu.
MadKudu can push updates to large volume of Leads, Contacts or Acconts
How often does MadKudu pull data from Salesforce?
Every 5-10 mn.
Which objects does MadKudu pull from Salesforce?
The following objects: Leads, Contacts, Accounts, Opportunities, Tasks, Campaigns, CampaignMembers, Users.
Which fields does MadKudu pull for each objects?
What change criteria are used by MadKudu to pull records that have been changed?
MadKudu pulls objects whose field SystemModStamp was modified in your Salesforce.
Which Salesforce API does MadKudu use to pull data?
MadKudu pulls data from Salesforce using Salesforce's Bulk API.
How often does MadKudu push data to Salesforce?
MadKudu pushes data to Salesforce in realtime when a record (Lead, Contact or Account) is created, and in batch every 4h to 12h. Learn more about realtime and batch scoring.
Which Salesforce API does MadKudu use to push data?
Push in Realtime with Salesforce's REST API.
Push in Batch with Salesforce's Bulk API.
Can I test MadKudu using my Salesforce Sandbox first?
MadKudu supports connections to Salesforce sandboxes only for some use cases. Please reach out to our Sales team or your Account Manager.
What OAuth scope does your application use?
Our OAuth application requests the following scopes:
In plain english, this means that the application will have permission to:
- Perform requests on your behalf at any time
- Access and manage your data
The OAuth flow will provide us with a refresh_token that is valid until explicitly revoked.
Importantly, the actions our application can take are limited to the permissions of the user who authorized it.
What Salesforce permissions do I need?
Can I restrict what fields you can access on Lead/Contact/Account?
Yes. You can restrict permissions on specific fields on objects. Please note that MadKudu requires some fields to operate correctly. Please reach out to us with the list of fields you'd like to restrict and we will review accordingly.
Can I restrict what records you can access on Lead/Contact/Account?
Yes. You can restrict access to some records via their recordtypeid. Please reach out to us with the list of record type Id you'd like to exclude from the pull of data from Salesforce and we'll implement this.
Does MadKudu ever creates/deletes records in Salesforce?
No. MadKudu does not create any new leads or delete any records. It also does not write to any field that was not created by MadKudu.
What data will this integration obtain from Salesforce?
We limit ourselves to the minimum information needed to run our product.
By default, MadKudu pulls the following objects (and their history) along with their standard properties:
- Campaign Member
Additional fields can be via an interface in MadKudu.