Can I sync the email opt out field?
It is important to note there are several factors to consider when working with Salesforce's Email Opt Out field as it relates to our integration.
- Not Exclusive - The email opt-out field is not exclusive to our product, which means a user or another process can update it. Salesforce also has its own products and features that interact with this field.
- Legacy Data - Most users will typically install our product after using Salesforce for some time. Therefore, the Email Opt Out field will likely be populated and not aligned with Mailchimp.
- Multi-Audience - Mailchimp uses a multi-audience approach. This means a person can belong to one or more audiences and be in different states. One field cannot accurately reflect this.
How do I know a person's subscriber status in Salesforce?
We use a Salesforce best practice approach when dealing with one-to-many relationships, i.e., one person can belong to many audiences. Our Salesforce Lightning component will show what audiences a person belongs to and their current state. The component is automatically added to your page layouts, but you can also manually place it. This image shows how the component looks on a contact page layout.
We have added email opt out field updates to Mailchimp for Salesforce, but we recommend you consider it thoroughly and test in a sandbox. Email opt out user guide
