The MadKudu Copilot interface is an iFrame that provides Account and Person Intelligence. It displays a summary of the Account / Lead / Contact activity, based on all data that is ingested in MadKudu (enrichment, website activity.. 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.
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Step 1: Install the MadKudu Copilot Salesforce package
Click on Installation URL:
If you are installing in Production
https://login.salesforce.com/packaging/installPackage.apexp?p0=04tDp000000i6bSIf you are installing in a Sandbox
https://login.salesforce.com/packaging/installPackage.apexp?p0=04tDp000000i6bS
Tip: Click here to open Salesforce documentation on Installing packages
You'll be asked to sign in to Salesforce
Select installation for All users and click Install
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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
Step 2: Add MadKudu VisualForce pages to your Salesforce Account, Lead and Contact layouts
Pre-requisite: you have permissions in Salesforce to edit the Account, Lead and Contact layouts, and the Sales team home page
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 minimum 700.
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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.
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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
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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.
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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
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Step 3: Add MadKudu Copilot VisualForce page to a tab
Click on the gear icon at the top right then Setup
Search for Tabs
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Scroll down and search for Visualforce Tabs
Click New
Configure with
Visualforce page: MadKudu Copilot
Tab Label: MadKuduCopilot
Tab Name: MadKuduCopilot
Tab Style: Jewel
Description: MadKudu Copilot allows you to understand any relevant activity that happened in your book of accounts. Don't miss anything thanks to the MadKudu playbooks! The Copilot allows you to slide and dice in your book of accounts to understand who is active and what you should mention when reaching out.
Click on Next
Select user profiles for which the new page tab will be available. You can keep "all profiles" if you want everyone in your organization to get access to MadKudu Copilot.
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Click on Next
Select the Custom Apps that should have this tab. We recommend the Sales Console and any custom app that your Sales team is using
Click on Save
Step 4: Make sure the tab is visible to the Sales team
Search for App Manager
Select All Tabs
Click on the arrow and select Edit
Select MadKudu Copilot and click on Up to be at the very top
Default Landing Tab: MadKudu Copilot
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Assign to all the relevant Profiles
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).
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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.