How to Remove Tags Using Multi-Select Fields
📋 Summary of the Problem
Multi-select picklist fields in Salesforce cannot be passed directly into Flow actions. When you try to use a multi-select field to dynamically remove tags in Mailchimp, the action won't work as expected because Flows don't support this field type for direct input into the Dynamic Tags field.
💡 The Solution
You can work around this limitation by creating a formula text field that converts your multi-select values into the semicolon-delimited format that Mailchimp expects. Here's how to set this up:
Step 1: Create a Formula Text Field
On your Contact or Lead object, create a new formula text field that checks which values are selected and outputs them in the correct format.
Here's an example formula:
IF(INCLUDES(mone__Multi__c, "A"), "A;", null) &
IF(INCLUDES(mone__Multi__c, "B"), "B;", null) &
IF(INCLUDES(mone__Multi__c, "C"), "C;", null) &
IF(INCLUDES(mone__Multi__c, "D"), "D;", null)
Replace mone__Multi__c with your multi-select field's API name, and replace "A", "B", "C", "D" with your actual picklist values. Make sure the values in your formula exactly match the tag names in Mailchimp, including any spaces.
If options A and B are selected, this formula will output A;B;
You can name this field something like Multi_Output__c so you can easily see what it's outputting on your records.
Step 2: Create a Formula Variable in Your Flow
In your Flow, create a new resource with these settings:
- Resource Type: Formula
- Data Type: Text
- Formula:
{!$Record.Multi_Output__c}(use your formula field's API name) - API Name:
RemoveTags(or any descriptive name you prefer)
Step 3: Use the Variable in the Manage Mailchimp Tags Action
In your Manage Mailchimp Tags action:
- Set Operation: Remove Tags
- Set Dynamic Tags:
{!RemoveTags}
When this action runs, whatever tags are output by your formula (for example A;B;) will be removed from the contact record in Mailchimp. Any other tags on that contact will remain untouched.
Key Points to Remember:
- Use semicolons as delimiters, not commas
- Your formula must output the exact tag names as they appear in Mailchimp
- If your formula returns blank, no tags will be removed
- This approach only works with tags, not Mailchimp groups or interests
