Support | Admin Guides | General Settings

General settings

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This screen focuses on the primary sync, which pulls data from Mailchimp and stores it in Salesforce. Typically it runs every hour, under a specified Salesforce user. These settings can be changed. For more information please see the interactive demo below.

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FAQs

How do assignment rules work?

Assignment rules in Salesforce are designed to automatically route leads (and other records) to the appropriate team members based on criteria you've established.

When you enable the creation rules using our integration, we will honor the assignment rules you have set up. We do so as part of our integral code base.

What does the advanced section do?

Most users will not need the advanced section, so it is collapsed and hidden from view. When expanded you will see three options which are described below -

1. Enable Debug Logging - If you encounter a problem, we may request access to help. At that time if the issue is not clear, we would look to enable this option. Once enabled, our support team will see additional information in our logs.

2. Disable Salesforce account, contact, and lead triggers - Enabling this option will stop our triggers from firing. When you edit an account, contact or lead at trigger can fire. The trigger is designed to update Mailchimp should an email address be changed or if you have field mappings in place. If you want to stop this behavior or are having issues with triggers in general, you can enable this option.

3. Disable bulk triggers for account, contact and lead triggers - This works like point 2 above. The only difference is it refers to bulk actions. Bulk means when multiple records are updated at the same time.

How do Salesforce reports works?

We have several custom objects that store Mailchimp data in Salesforce. These objects can be used in Salesforce reporting. In our package, we provide some sample reports, found within the app in various locations by clicking the reports button. We also have a Salesforce reports folder that can be accessed using the standard Salesforce reports tab.

Also in the package are several Salesforce report types you can use to build your own Salesforce reports -

Mailchimp Accounts
Mailchimp Audience
Mailchimp Campaigns
Mailchimp Email Activities
Mailchimp Group Categories
Mailchimp Groups
Mailchimp Imports
Mailchimp List Histories
Mailchimp Members

Can I use Salesforce integration user?

The integration user license is currently limited, so it cannot be used with our integration. Our primary sync needs to run with a user with various system permissions. Typically, this is a Salesforce administrator profile and our full permission set. Our primary sync comprises several processes wrapped in scheduled batch Apex, and it's created and run by the logged-in user. As part of this, the system checks the user's permissions to make sure everything can run smoothly.

The hitch is that Salesforce currently doesn't let you log in as the integration user, which means you can't start this process. We're hoping that Salesforce will update this user license type in the future so we can use it, but for now, the sync should be run against a Salesforce system administrator.

How can I manually add Mailchimp to my page layouts

Our automated process to set up page layouts may not work. This could be because of permissions or Lightning page activation steps. Or if you want to set up the page yourself, you can use the steps below.

Note: you may already have activated your page, so you can skip that step if so.

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