Does Mailchimp for Salesforce work with Agentforce?
If you're exploring Agentforce and wondering whether Mailchimp for Salesforce fits into the picture, you're in luck. Our invocable actions have been enhanced with detailed labels, descriptions, and structured inputs and outputs, making them fully compatible with the Agentforce Atlas Reasoning Engine. This means you can add Mailchimp audience management directly into your AI-powered agents without writing any custom code.
The Solution
Mailchimp for Salesforce includes two invocable actions that are ready to use as Agentforce custom actions:
Manage Mailchimp Members — Subscribe or unsubscribe Salesforce Leads, Contacts, or Person Accounts to and from Mailchimp audiences. You can also apply tags during subscription, handle resubscription of previously unsubscribed members, and choose a specific email field to use. This action appears under the "Mailchimp" category with the following inputs: the Salesforce record ID, the Mailchimp audience, the email field, subscribe or unsubscribe action, tag options, and resubscription preferences.
Manage Mailchimp Tags — Add or remove tags from audience members who are already subscribed to a Mailchimp audience. You can apply new tags, remove existing ones, or replace all tags on a member. Inputs include the Salesforce record ID, the Mailchimp audience, the email field, add or remove action, and the tag names.
Setting Up with Agentforce:
- Open Setup and navigate to Agentforce Agents (under Agent Studio)
- Create or edit an agent, then add a new Topic (e.g. "Mailchimp Audience Management") with a classification description like: "Use this topic when the user wants to subscribe or unsubscribe contacts from Mailchimp audiences, or manage Mailchimp tags on audience members"
- Within the topic, click New Agent Action and select Apex as the reference action type
- Search for "Manage Mailchimp Members" or "Manage Mailchimp Tags" under the Mailchimp category. The action instructions, input labels, and output descriptions are pre-populated from our package
- Review the input instructions, mark which inputs should be collected from the user, and set any defaults for your use case
- Add topic-level instructions to guide the agent's behaviour, for example: "When a user asks to add someone to a Mailchimp audience, use the Manage Mailchimp Members action with memberAction set to true. Ask the user which audience they want to use if not specified."
- Activate the agent and test in the Agentforce Testing Center
Permissions: Ensure the agent's running user has the Mailchimp Admin or Mailchimp Standard permission set assigned, as these grant access to the invocable action classes.
