The MadKudu Sales Intelligence interface is an iFrame that provides Account Intelligence, but also Person Intelligence. It displays a summary of a Salesforce Account's activity, and a Salesforce Lead's or Contact's Activity, based on all data that is ingested in MadKudu (enrichment, product activity, marketing activities, users, etc.). This interface gathers in one place, directly in your Salesforce, all relevant information for your Sales reps so that they can reach out to qualified accounts and leads.

Option 1: Install via Salesforce package

Click on Installation URL: https://madkudu.my.salesforce.com/packaging/installPackage.apexp?p0=04tDp000000yFo6
You'll be asked to sign in to Salesforce
Select installation for All users and click Install
Salesforce will then create a visualforce page for Lead, Contact and Account. This installation may take up to 10 minutes
You may see a message: This app is taking a long time to install. You will receive an email after the installation has completed.
Click Done and wait for an email from Salesforce with the subject Package MadKudu Sales Intelligence Install Successful

Option 2: Create manually VisualForce page containing MadKudu Sales Intelligence iFrame

Pre-requisite: you have permissions in Salesforce to create VisualForce pages

After the VisualForce page is created in Salesforce, you will need to add it to the Account layout, Contact layout and Lead layout(see Step 2). Let's get into it with the Account view first!

Create manually the VisualForce pages

Connect to your Salesforce account
Go to Setup (top right corner gear icon) > search VisualForce pages on the left navigation bar
Click New

Enter

Label: MadKudu Account Sales Intelligence
Name: MadKuduAccountSalesIntelligence
Check the box “Available for Lightning Experience, Experience Builder sites, and the mobile app”
Enter the following Apex code (it looks long but it's essentially embedding a URL embed.madkudu.com and adding some formatting and loader)

<apex:page standardController="Account">
    <html>
    <head>
    <script>
        setTimeout(() => {
            var loader = document.getElementById('loader');
            var embed = document.getElementById('embed');
    
            loader.style.visibility = 0;
            embed.style.visibility = 1;
        }, 2000);
    </script>
    <style>
        div {
            position: fixed;
            top: 0;
            left: 0;
            right: 0;
            bottom: 0;
        }
        #loader {
            display: flex;
            background: linear-gradient(to right, rgb(39, 57, 93) 0%, rgb(69, 118, 217) 51%, rgb(39, 57, 93) 100%);
        }
        #loader img {
            width: 25%;
            height: auto;
            margin: auto;
        }
        #embed {
            visibility: 0;
        }
    </style>
    </head>
    <body>
    <div id="loader">
    <img src="https://app.madkudu.com/media/images/MadKudu-Logo-Secondary-Text-White.svg" alt="MadKudu logo" />
    </div>
    <div id="embed">
    <apex:iframe src=" https://embed.madkudu.com/dashboard?account_id={!Account.id}" width="100%" scrolling="true" height="700px" id="mkAccountActivity"/>
</div>
</body>
</html>
</apex:page>

Click Save

Then, let's do the same at the Lead view.

Go to Setup (top right corner gear icon) > search VisualForce pages on the left navigation bar
Click New

Enter

Label: MadKudu Lead Sales Intelligence
Name: MadKuduLeadSalesIntelligence
Check the box “Available for Lightning Experience, Experience Builder sites, and the mobile app”
Enter the following Apex code (it looks long but it's essentially embedding a URL embed.madkudu.com and adding some formatting and loader)

<apex:page standardController="Lead">
    <html>
    <head>
    <script>
        setTimeout(() => {
            var loader = document.getElementById('loader');
            var embed = document.getElementById('embed');
    
            loader.style.visibility = 0;
            embed.style.visibility = 1;
        }, 2000);
    </script>
    <style>
        div {
            position: fixed;
            top: 0;
            left: 0;
            right: 0;
            bottom: 0;
        }
        #loader {
            display: flex;
            background: linear-gradient(to right, rgb(39, 57, 93) 0%, rgb(69, 118, 217) 51%, rgb(39, 57, 93) 100%);
        }
        #loader img {
            width: 25%;
            height: auto;
            margin: auto;
        }
        #embed {
            visibility: 0;
        }
    </style>
    </head>
    <body>
    <div id="loader">
    <img src="https://app.madkudu.com/media/images/MadKudu-Logo-Secondary-Text-White.svg" alt="MadKudu logo" />
    </div>
    <div id="embed">
    <apex:iframe src=" https://embed.madkudu.com/dashboard/lead?id={!Lead.id}" width="100%" scrolling="true" height="1500px" id="mkAccountActivity"/>
</div>
</body>
</html>
</apex:page>

Click Save

And finally, let's do the same at the Contact view.

Go to Setup (top right corner gear icon) > search VisualForce pages on the left navigation bar
Click New

Enter

Label: MadKudu Contact Sales Intelligence
Name: MadKuduContactSalesIntelligence
Check the box “Available for Lightning Experience, Experience Builder sites, and the mobile app”
Enter the following Apex code (it looks long but it's essentially embedding a URL embed.madkudu.com and adding some formatting and loader)

<apex:page standardController="Contact">
    <html>
    <head>
    <script>
        setTimeout(() => {
            var loader = document.getElementById('loader');
            var embed = document.getElementById('embed');
    
            loader.style.visibility = 0;
            embed.style.visibility = 1;
        }, 2000);
    </script>
    <style>
        div {
            position: fixed;
            top: 0;
            left: 0;
            right: 0;
            bottom: 0;
        }
        #loader {
            display: flex;
            background: linear-gradient(to right, rgb(39, 57, 93) 0%, rgb(69, 118, 217) 51%, rgb(39, 57, 93) 100%);
        }
        #loader img {
            width: 25%;
            height: auto;
            margin: auto;
        }
        #embed {
            visibility: 0;
        }
    </style>
    </head>
    <body>
    <div id="loader">
    <img src="https://app.madkudu.com/media/images/MadKudu-Logo-Secondary-Text-White.svg" alt="MadKudu logo" />
    </div>
    <div id="embed">
    <apex:iframe src=" https://embed.madkudu.com/dashboard/contact?id={!contact.id}" width="100%" scrolling="true" height="700px" id="mkAccountActivity"/>
</div>
</body>
</html>
</apex:page>

Click Save

Add MadKudu VisualForce page to your Salesforce Account, Lead and Contact layouts

Pre-requisite: you have permissions in Salesforce to edit the Account, Lead and Contact layouts

First, go to your Salesforce account Setup (upper right corner gear icon)

Salesforce Classic

Account Layout:

In the left sidebar menu, click Objects and Fields > Object Manager then click on Account and Page Layout
Click on the name of the layout visible to the Sales reps. If multiple page layouts exist, you’ll need to add the iFrame to each page layout for which you’ll want to see the MadKudu Sales Intelligence iFrame displayed.
In the toolbar, drag and drop a Section in the desired location of the page layout to host the iFrame.
As Section name, enter MadKudu Sales Intelligence and select 1-Column Layout, then click OK.
Adjust the height to 700px

In the toolbar, select in the list 'VisualForce pages', then drag and drop the MadKudu Account Intelligence into the section you created.

In the top left of the toolbar, click Save to apply your layout changes.
Navigate to a Salesforce Account record and click the Details tab to view the MadKudu Account Intelligence.

Lead Layout:

In the left sidebar menu, click Objects and Fields > Object Manager then click on Lead and Page Layout
Click on the name of the layout visible to the Sales reps. If multiple page layouts exist, you’ll need to add the iFrame to each page layout for which you’ll want to see the MadKudu Sales Intelligence iFrame displayed.
In the toolbar, drag and drop a Section in the desired location of the page layout to host the iFrame.
As Section name, enter MadKudu Sales Intelligence and select 1-Column Layout, then click OK.
Adjust the height to 700px

In the toolbar, select in the list 'VisualForce pages', then drag and drop the MadKudu Lead Intelligence into the section you created.
In the top left of the toolbar, click Save to apply your layout changes.
Navigate to a Salesforce Lead record and click the Details tab to view the MadKudu Lead Intelligence.

Contact Layout:

In the left sidebar menu, click Objects and Fields > Object Manager then click on Contact and Page Layout
Click on the name of the layout visible to the Sales reps. If multiple page layouts exist, you’ll need to add the iFrame to each page layout for which you’ll want to see the MadKudu Sales Intelligence iFrame displayed.
In the toolbar, drag and drop a Section in the desired location of the page layout to host the iFrame.
As Section name, enter MadKudu Sales Intelligence and select 1-Column Layout, then click OK.
Adjust the height to 700px

In the toolbar, select in the list 'VisualForce pages', then drag and drop the MadKudu Contact Intelligence into the section you created.
In the top left of the toolbar, click Save to apply your layout changes.
Navigate to a Salesforce Contact record and click the Details tab to view the MadKudu Contact Intelligence.

Salesforce Lightning

Account Layout

In the left sidebar menu, click Objects and Fields > Object Manager then click on Account and Lightning Record pages.
Select the Layout and click Edit.
Insert a component section or tab, wherever is best for the Sales users
Drag into the component from the left navigation bar a VisualForce component.
On the right of the page where the VisualForce component is configured, select from the picklist MadKudu Account Sales Intelligence Embed.
Uncheck "Show label".
Adjust the height of the page to 700.

Make sure the profiles associated with your Sales users have permission to see the VisualForce page:

In Setup, search Users and select Profiles.
Select the user associated with the people who should see the MadKudu Sales Intelligence
In the section “Enabled VisualForce Page Access” → click Edit, then add the VisualForce MadKudu Account Sales Intelligence
https://help.salesforce.com/s/articleView?id=000325936&type=1

Lead Layout

In the left sidebar menu, click Objects and Fields > Object Manager then click on Lead and Lightning Record pages.
Select the Layout and click Edit.
Insert a component section or tab, wherever is best for the Sales users
Drag into the component from the left navigation bar a VisualForce component.
On the right of the page where the VisualForce component is configured, select from the picklist MadKudu Lead Sales Intelligence Embed.
Uncheck "Show label".
Adjust the height of the page to 700.

Make sure the profiles associated with your Sales users have permission to see the VisualForce page:

In Setup, search Users and select Profiles.
Select the user associated with the people who should see the MadKudu Sales Intelligence
In the section “Enabled VisualForce Page Access” → click Edit, then add the VisualForce MadKudu Lead Sales Intelligence
https://help.salesforce.com/s/articleView?id=000325936&type=1

Contact Layout

In the left sidebar menu, click Objects and Fields > Object Manager then click on Contact and Lightning Record pages.
Select the Layout and click Edit.
Insert a component section or tab, wherever is best for the Sales users
Drag into the component from the left navigation bar a VisualForce component.
On the right of the page where the VisualForce component is configured, select from the picklist MadKudu Contact Sales Intelligence Embed.
Uncheck "Show label".
Adjust the height of the page to 700.

Make sure the profiles associated with your Sales users have permission to see the VisualForce page:

In Setup, search Users and select Profiles.
Select the user associated with the people who should see the MadKudu Sales Intelligence
In the section “Enabled VisualForce Page Access” → click Edit, then add the VisualForce MadKudu Contact Sales Intelligence
https://help.salesforce.com/s/articleView?id=000325936&type=1

Visualizing MadKudu Sales Intelligence

Pre-requisite: you are a user on MadKudu platform (app.madkudu.com). If not, please ask your MadKudu admin to add you as a user.

Open any account, any lead or any contact in Salesforce and navigate to the section where you added the VisualForce page
Click on Login. A pop up opens with 2 possible MadKudu login choices: username/password or Google OAuth.
And that's it!

Invite to your MadKudu account the users who'll need to see the iFrame.

Once installed, users in Salesforce would see a login page in the iFrame.

To access the information in the iFrame, users need to be added to your company MadKudu account.

Once invited to MadKudu, they can connect directly within the iFrame in Salesforce to start visualizing MadKudu Sales Intelligence.

Editing the layout of MadKudu Sales Intelligence

Pre-requisite: you are an Admin user on MadKudu platform. Regular users will not be permitted to edit the layout.

You can edit the layout by moving or resizing the widgets. At the top right of the iFrame, click on the gear Icon and Edit layout.

Troubleshooting

If users see a blank page, make sure they are added to your MadKudu account as users (app.madkudu.com > Settings > Users ). Note: you need to have Admin permissions in MadKudu to add users.
If users see “Insufficient Privileges”, make sure the Salesforce profiles associated with these users are enabled with the VisualForce page access (see above).
If users see "Please refresh the page", please try reloading your browser page. This can happen when the iFrame doesn't get the Salesforce Account ID correctly. Reloading the page should make Salesforce resend the ID to the iFrame.

Installing MadKudu Sales Intelligence in Salesforce

Option 1: Install via Salesforce package

Option 2: Create manually VisualForce page containing MadKudu Sales Intelligence iFrame

Create manually the VisualForce pages

Add MadKudu VisualForce page to your Salesforce Account, Lead and Contact layouts

Salesforce Classic

Salesforce Lightning

Visualizing MadKudu Sales Intelligence

Invite to your MadKudu account the users who'll need to see the iFrame.

Editing the layout of MadKudu Sales Intelligence

Troubleshooting

Table of contents

Option 1: Install via Salesforce package

Option 2: Create manually VisualForce page containing MadKudu Sales Intelligence iFrame

Create manually the VisualForce pages

Add MadKudu VisualForce page to your Salesforce Account, Lead and Contact layouts

Salesforce Classic

Salesforce Lightning

Visualizing MadKudu Sales Intelligence

Invite to your MadKudu account the users who'll need to see the iFrame.

Editing the layout of MadKudu Sales Intelligence

Troubleshooting

Related articles

Table of contents