Connect the Salesforce integration to manage Mailchimp contacts from Salesforce leads and contacts, upload Mailchimp contacts as Salesforce leads, build segments in your Mailchimp audience, and view Mailchimp campaign activity and reports in Salesforce.
In this article, you'll find answers to some common questions about the Salesforce integration.
Is Lightning Experience supported?
The Salesforce integration supports both Classic and Lightning versions of Salesforce. All Mailchimp guides and tutorials refer to the Classic layout, unless otherwise noted.
What are person accounts? Are they supported?
Person accounts are a hybrid of contacts and accounts within Salesforce, so each person account is a separate contact and account record. Unlike other accounts in Salesforce, which are designed for business to business, person accounts are for companies that use a business-to-consumer model.
Person accounts are supported for use with the Salesforce integration.
What happens when a subscriber is deleted in Mailchimp?
When a contact is deleted from an audience in Mailchimp, it doesn't affect the profile of the associated contact or lead in Salesforce.
What happens when a contact opts-out in Salesforce?
If a lead or contact opts-out in Salesforce after they are added to your Mailchimp audience, they will remain subscribed in Mailchimp.
What happens when an audience is deleted in Mailchimp?
When an audience is deleted in Mailchimp, it doesn't affect the profiles of the associated contacts or leads in Salesforce.
What happens when a contact unsubscribes from a Mailchimp audience?
When a subscribed contact unsubscribes from a Mailchimp audience, their subscription status appears on the Mailchimp Subscriptions page. To view this page, navigate to the Contact or Lead record, and click Manage Subscriptions in the Mailchimp Membership Visualforce page.
Contacts and leads are updated during automatic data sync based on the date in the Profile Updated field for the associated contact profile in Mailchimp. The contact or lead profile in Salesforce will display the information that was available during the last sync.
Manual queries will add new contacts to your Mailchimp audience. To update groups or tags for existing contacts, update in Salesforce before you run your manual query
When is my campaign activity updated?
As part of data sync, campaign activity is updated daily at midnight. Data sync passes over the 50 most recent instances of campaign activity, like sends, opens, and clicks, for each lead or contact added to your Mailchimp audience.
How do groups work in the Salesforce integration?
Use the automatic Query Builder to add contacts and leads to groups. You can also add contacts to groups through their Contacts or Leads record in Salesforce. Keep in mind that manual queries will add new contacts to your Mailchimp audience, but won't update existing contact information.
Groups can't be created in Salesforce, and must be created in your Mailchimp account.
How are tags used in the Salesforce integration?
Use the Query Builder to create tags that are added to your Mailchimp account. These tags will update as leads and subscribers meet the query criteria.
If a contact or lead is updated in Salesforce and no longer meets the query criteria, they won't be removed from the tag in Mailchimp. If you need to remove a contact from a tag, you'll need to do that manually from your Mailchimp account.
How does the Salesforce integration use the API?
The Salesforce integration makes calls against the Mailchimp API rather than the Salesforce API.
Which data takes priority when Salesforce and Mailchimp are synced?
Salesforce data always takes priority over Mailchimp data when data sync is enabled. If a Mailchimp contact profile is edited, those changes will not overwrite the data in Salesforce. On the other hand, if a Salesforce Contact or Lead Record is edited, those changes will overwrite Mailchimp contact data during the next sync.
What are validation rules?
Validation Rules are requirements for field data. These rules need particular fields to be filled in order to save changes, need particular ranges of numerical values, or need particular date ranges for the field to be saved. Validation Rules are set separately for contacts and leads within Salesforce.
Which field types can be mapped from Salesforce to Mailchimp?
A picklist field in Salesforce can be mapped to a drop-down or text field in Mailchimp
A picklist (multi-select) field in Salesforce can be mapped to a text field in Mailchimp
A checkbox field in Salesforce can be mapped to a text field in Mailchimp
A date field in Salesforce can be mapped to a date or text field in Mailchimp
A text field in Salesforce can be mapped to a text field in Mailchimp
A number field in Salesforce can be mapped to a number field in Mailchimp
An address field in Salesforce can be mapped to an address field in Mailchimp
How do I change the user associated with the Salesforce integration?
A disconnect and reconnect of the Salesforce integration is required to change the user associated with the integration. To reconnect the integration, a Mailchimp user must have Manager access or higher.
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