IMPORTANT NOTE: MailChimp has removed their free app from the AppExchange - BUT you are still able to download the free app if you have the link: [ Ссылка ]. There is a new paid app from Beaufort12 that is listed as the 'Official Mailchimp Salesforce integration'. We are sure the free app will be going away. We are currently working on evaluating the new paid app to understand the keys differences and what needs to be bolted on to enhance the integration. We will come out with a video series on how to extend the functionality in the paid app so you can achieve the same results you had with the free app.
• Mailchimp Integration AppExchange Package - [ Ссылка ]
• Blu Ninjas How to Article - [ Ссылка ]
• Best Practices on Audiences in MailChimp - [ Ссылка ]
• Customize MailChimp for Salesforce - [ Ссылка ] - contains descriptions for Sync settings
• Code to Run Batch Process in Developer Console for MC Subscriber Activity Data: Database.executeBatch(new MC4SF.ActivityBatch (), 50);
This is the first video of our comprehensive 9-part series on the MailChimp to Salesforce Integration. In this series, we'll guide you through extending the functionality of the MailChimp AppExchange package, empowering you to harness the full potential of this powerful integration.
In this video, we'll dive deep into how to install and configure the MailChimp AppExchange Package and explain in detail how the integration works between the two applications. Learn how to setup queries that will tag your contacts in MailChimp and how to use Segments to filter for Contacts based on Salesforce custom fields. Discover the intricacies of testing and triggering the sync to the MC Subscriber and MC Subscriber Activity custom objects in Salesforce.
CHAPTERS:
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0:00 Intro
1:18 Install Mailchimp Integration App
2:30 Configure Mailchimp for Salesforce App
4:31 Lead Creation Settings
5:34 Map Fields from Salesforce to Mailchimp
7:39 Sync Mailchimp Audience to Salesforce
9:57 How to Configure Member Queries
14:23 How to Create & Use Segments in Mailchimp
15:53 How to Tag Subscribers
19:23 How to Use Formula Fields in Member Queries
22:52 How to Send Email Using Tags
23:29 Configure Lead and Contact Page Layouts
25:10 MC Subscriber Data in Salesforce
29:45 How to handle Emails that do not exist in Salesforce
31:47 How to Sync MC Subscriber Activity Data
33:48 Wrap-up
About the Moderator: Cheryl Fernandes is a certified Salesforce Architect with 12 years of experience working on the Salesforce platform with a focus in the insurance and financial services industries. Despite not having an IT background, Cheryl found herself becoming the accidental admin at her previous company, and it turned out to be a life-changing opportunity.
Fueled by her passion for Salesforce and the remarkable transformations it can bring, Cheryl took a leap of faith 7 years ago and started her own consultancy, Blu Ninjas. As a registered Salesforce partner, she has been providing exceptional services and solutions to clients, while continuously honing her expertise in the Salesforce ecosystem.
Now, Cheryl is on a mission to inspire and empower Salesforce professionals worldwide through Blu Tiger Academy. Let us know what you are interested in, what business problems you cannot solve and what you would love to learn more about.
Follow us on LinkedIn and check out our website for other how to articles:
LinkedIn: [ Ссылка ]
Blu Ninjas on LinkedIn: [ Ссылка ]
Blu Ninjas How To's: [ Ссылка ]
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