Setup Guide

6 minute read

In this article

  • This guide shows how to install and setup the application. It is primarily aimed at Salesforce consultants and system administrators.
  • There are four easy steps:

    1. Install
    2. Connect
    3. Page Layouts
    4. Permissions
  • At the bottom of the page there is a list of FAQs.

Installation

Before making any purchase decisions, we recommend trying our application. You can install our product directly in your Salesforce production or sandbox org.

  • Installation in production will start a free, fully-featured 14-day trial.
  • Installing in a sandbox provides a trial that will last indefinitely, but is for the sole purpose of testing.
Salesforce has a standard installation process for all applications. The interactive guide below will take you through the installation process.

The integration works with all Mailchimp plans and the following Salesforce editions, Professional, Enterprise, Performance, and Unlimited. It works in both Salesforce Classic and Lightning user interfaces, and you can install it in your Salesforce production, sandbox, or developer orgs.

Connecting

Once connected, the primary sync will run for the first time and will:

1. Set up your Salesforce page layouts so Mailchimp data is visible against your Contact and Lead records.

2. Pull your Mailchimp data into Salesforce, storing it in our custom object structure.

Once completed, the sync will run every hour incrementally, pulling data into Salesforce from Mailchimp.

The interactive guide below will take you through the connecting process.

Page Layouts

When you first connect Mailchimp to Salesforce we will attempt to set up your Salesforce Contact and Lead page layouts.  Once updated the layout should look similar to the image below. If not, please follow the steps to manually add our components to your Contact or Lead pages.

Next Steps

Below are two articles that we recommend reading and the best next steps.

FAQs

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In this article