What are the considerations for the report-based Data Wizard?
The report-based data wizard is a balance of flexibility, as it allows you to sync data from any Salesforce object to Mailchimp members, and user-friendly, as reports are easily learned and edited by most. There are a few things to keep in mind when choosing a report as the source of your imports.
• Email field - Your report must include an email field as a column to complete the wizard.
• Mapped fields - Only columns included in the report are available to map to Mailchimp Merge fields. If you add a column later, update the wizard's mapping to include it (same applies to list view columns and SOQL select statements).
• Sharing access - The running user needs View access to the report, through its folder sharing settings.
• Row limit - Reports must have 50,000 lines or fewer, per Salesforce limits. We recommend filtering on last modified date to reduce the record count.
• Filter limit - Salesforce reports support a maximum of 20 filters. Since our system adds one more during processing, a report already at 20 will fail. Keep your report to 19 filters or fewer, or use SOQL instead.
