Customize Mailchimp for Salesforce

After you connect Mailchimp for Salesforce, you can customize the app to display Mailchimp data in Salesforce, and grant team members access to key features. Quickly view subscriber activity and campaign statistics with customized page layouts.

In this article, you'll learn how to customize Mailchimp for Salesforce.

Before You Start

Customize Page Layouts

To display Mailchimp data in Salesforce, like campaign activity, subscription status, and subscriber profile information, click and drag custom components to different sections of your Lead and Contact Layouts.

Take a look at this table for the components and the Mailchimp data they display in Salesforce. These components are available for both Lead and Contact Layouts.

ComponentAvailable Mailchimp Data
Mailchimp MembershipA collection of subscriber data including group membership and campaign activity.
SubscriberA collection of subscriber data including list member activity rating and subscriber profile.
SubscriptionsA collection of subscriber data including a Mailchimp subscriber's associated groups and segments.

Access Page Layouts

You can choose components for both your Lead and Contact Layouts. You'll edit both of these in the Page Layouts section of your Salesforce account.

To access your Page Layouts, follow these steps.

  1. Log in to your Salesforce account.
  2. In the Salesforce navigation panel, click Setup.
    Cusor clicks Setup in the Salesforce Navigation Panel.
  3. Under Build, click the arrow next to Customize.
    Cursor clicks Build.
  4. Click the arrow next to Leads or Contacts.
  5. Click Page Layouts.

Now you're ready to customize your lead and contact pages to display Mailchimp data in Salesforce.

Customize Contact Layout

From Page Layouts, you can edit your Contact Layout to display Mailchimp data on each contact's page. You'll drag components from the Fields, Buttons, and Visualforce Pages sections at the top of the page and drop them into different areas of your Contact Layout. Components are optional, and you can choose which ones you want to include in your layout to best fit your needs.

To add each component to your Contact Layout, follow these steps.

  1. Click Edit next to Contact Layout.
    Cursor clicks Edit next to Contact Layout.
  2. In the left panel, click Visualforce Pages.
    Cursor clicks visualforce option.
    Note : SubscriberContact and SubscriptionsContact are not recommended for Visualforce components.
  3. Individually click and drag MembershipContact to the Contact Detail section.
  4. Click Save.

Customize Lead Layout

In the same way that you customized your Contact Layout, you can edit your Lead Layout to display Mailchimp data as well.

To add each component to your Lead Layout, access Page Layouts, and follow these steps.

  1. Click Edit next to Lead Layout.
  2. In the left panel, click Visualforce Pages.
    Cursor clicks visualforce option.
    Note: SubscriberLead and SubscriptionsLead are not recommended for Visualforce components.
  3. Individually click and drag MembershipLead to the Lead Detail section.
  4. Click Save.

Next Steps

After you connect and customize Mailchimp for Salesforce, you can use the Query Builder to add leads and contacts as subscribers in Mailchimp and update Mailchimp subscriber information.

Use the Mailchimp for Salesforce Query Builder


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