The MadKudu Sales Intelligence interface is an iFrame that provides Account Intelligence. It displays a summary of the activity of a Salesforce Account, based on all data ingested in MadKudu (enrichment, product activity, marketing activities, users...). This interface gathers in one place, directly in your Salesforce, all relevant information for your Sales reps to reach out to product-qualified accounts.

Disclaimer: MadKudu Sales Intelligence is a feature in Beta.
For any question or feedback please reach out to product@madkudu.com! 

1. Create 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 an Account layout (see Step 2). Let's get to it! 

• 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:

  <apex:page standardController="Account">
  
    <apex:iframe src=" https://embed.madkudu.com/dashboard?account_id={!Account.id}" width="100%" scrolling="true" height="1500px" id="mkAccountActivity"/>
  
  </apex:page>

• Click Save

2. Add MadKudu VisualForce page to your Salesforce Account layout

Pre-requisite: you have permissions in Salesforce to edit the Account layout

• Go to your Salesforce account Setup (upper right corner gear icon)

Salesforce Classic

• 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 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

• 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

Salesforce Lightning

• 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
• 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
• Adjust the height of the page to at least 500

Make sure the profiles associated with your Sales users have permission to see the visual force 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

3. 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. 

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

4. 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. 

5. 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. Reload the page should make Salesforce resent the ID to the iFrame