The Mailchimp Memberships component displays a contact's audience memberships and allows users to manage subscriptions directly from Salesforce. This guide covers common visibility and access issues.

🔍 Common Issues

Issue 1: Membership Component Shows No Lists

Issue 2: Manage List Button Is Missing

Issue 3: Want to Hide the Manage Memberships Button

❌ Issue 1: No Lists Showing in Component

If the Membership component appears but shows no audiences or lists, check these requirements:

✅ Requirements for Lists to Appear:

1. Email Field Requirements

• The object must have at least one Email data type field
• For custom objects, ensure an Email field exists

2. User Email Field Access

• Users must have at least Read access to:
  • Contact email fields
  • Lead email fields
  • Person Account email fields (if applicable)

3. Permission Sets

• Users must have one of our permission sets:
  • Standard permission set
  • Full Access permission set
  • Limited Access permission set (read-only, hides Manage button)

4. Sharing Rules

• Sharing rules must not make custom objects private to the Security Owner
• Check sharing for:
  • Mailchimp Audience object
  • Mailchimp Membership object

🔧 How to Fix:

1. Verify email field exists on the object
2. Grant Read access to email fields via profiles or permission sets
3. Assign appropriate permission set to the user
4. Check Organization-Wide Defaults for Mailchimp custom objects
5. Review sharing rules that might restrict access

❌ Issue 2: Manage List Button Missing

The Manage List button allows users to add or remove email addresses to audiences. If this button is missing:

Why It's Missing:

Reason 1: No Email Field AccessThe component can't find any email on the record because:

• User doesn't have Read access to any email fields
• The object doesn't have an Email data type field (custom objects)

Reason 2: Limited Permission Set

• User is assigned only the Limited Access permission set
• This grants access to see member data but not change it

🔧 How to Fix:

For email field issues:

1. Grant user Read access to email fields
2. Add an Email field to the object (if custom object)

For permission set issues:

• Assign Standard or Full Access permission set instead of Limited Access
• An email field is required for the integration, as Mailchimp uses email for matching and as a unique identifier

✅ Issue 3: Intentionally Hiding the Manage Button

If you want users to view the Membership component but not edit memberships, tags, or groups:

Solution: Use Limited Access Permission Set

Assign the Limited Access permission set to users who should have read-only access.

What Limited Access Provides:

‍✅ Can view the Membership component
✅ Can see related memberships
✅ Can view tags and groups

What Limited Access Restricts:

‍❌ Cannot add or remove audience memberships
❌ Cannot edit tags or groups
❌ Manage Memberships button is hidden

📋 Setup Steps:

1. Go to Setup → Users
2. Select the user
3. Assign the Mailchimp Limited Access permission set
4. Remove any Standard or Full Access permission sets

🔒 Advanced: Profile-Level Restrictions

If users still have access after assigning Limited Access, check for profile-level permissions:

Step 1: Go to the User's Profile

• In Setup, search for and select Profiles
• Choose the profile assigned to the user(s)

Step 2: Locate Custom Permissions

• Scroll to the Custom Permissions section
• Click Edit

Step 3: Remove Manage Memberships Permission

• Find mone.Mailchimp Manage Memberships
• Uncheck this box
• Click Save

This ensures the profile doesn't override the permission set restrictions.