MadKudu - Salesforce Integration - F.A.Q

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 Accounts.

Every 5-10 min.

Please refer to this article: What Salesforce fields does MadKudu read?

MadKudu pulls objects whose field SystemModStamp was modified in your Salesforce.

MadKudu pulls data from Salesforce using Salesforce's Bulk API.

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.

Push in Realtime with Salesforce's REST API.

Push in Batch with Salesforce's Bulk API.

MadKudu supports connections to Salesforce sandboxes only for some use cases. Please reach out to our Sales team or your Account Manager. 

Our OAuth application requests the following scopes:

• api

• full

• refresh_token

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.

Please refer to this article: What Salesforce permissions does MadKudu need?

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. 

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. 

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. 

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:

• Lead

• Contact

• Account

• Opportunity

• Campaign

• Campaign Member

• User

Additional fields can be via an interface in MadKudu.

In Salesforce, go to: Setup / Apps/ Connected Apps / Connected Apps OAuth Usage

Verify whether MadKudu_connected_app is blocked -> If you see an "Unblock" button appear on the right hand side, it means it's blocked.

If Unblock button is clickable: Unblock the app

If Unblock button is disabled: the app is blocked org-wide because it’s not whitelisted. To whitelist the app, click Install. Then click Edit Policies, and under the app’s OAuth settings, set Permitted Users to Admin approved users are pre-authorized.

If you still encounter issues after Unblocking the app, please reach out to us: support@madkudu.com