Can I map Salesforce Account and Owner fields to Mailchimp Members?

Field Mapping in the direction of Salesforce to Mailchimp allows you to map all fields on Contact and Leads. You may notice that you can't access the Account Name, Account Owner, or any other fields from related parent objects.

While Salesforce displays clickable text links to users, fields like Account Name and Owner are lookup relationship fields in the underlying metadata. The Name you see is actually Account.Name, for example. That text Name is accessed via a lookup, as are all other fields on the parent.

Please create a formula on the contact/lead (child) object to display the parent data you need available for our mapping interface

Important Notes:

  • Changes to those fields accessed via formulas will NOT trigger the mapping, as formulas do not fire triggers. If your lookup data is key to your mappings, we recommend using the Data Wizard instead.  Formula FAQ.
  • Every user who edits those records can fire our mapping triggers and will need access to not only all the fields you have mapped, including lookups, but to our permission set via User Security.

 

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