How do I manage record ownership and sharing settings in Salesforce?

The Salesforce Security Owner can be found on the Sync Settings page.

This is the Salesforce user who will become the record owner for any Mailchimp records we create in Salesforce. If you have multiple connected Mailchimp accounts, you can choose a different security owner for each.

‍Changing the Salesforce Security Owner

‍To change the Salesforce Security Owner, click the dropdown menu and select Change User.

Note: This change will only apply to new records. However, if you want to update existing records in our package (audiences, members, etc), you can run a Full Sync to update all records accordingly.

Granting access through ownership

The Salesforce Security Owner can be used within standard Salesforce security (sharing) settings.

For example, you could set the  Mailchimp Audience, Members, and Email Activity objects to Private. This would restrict access, allowing only the record owner (Salesforce Security Owner) to view these records.

To allow other Salesforce users to access these records, you can use Sharing Rules. We don't offer direct support for such custom sharing, but they are supported well in Salesforce's official documentation, and we can recommend a consulting partner if needed.