Reports and dashboards are standard Salesforce features not supported by Beaufort 12. If you need help building or updating reports or dashboards you can:

Ask your Salesforce system administrator.
Contact your Salesforce consultant.
If you have Salesforce premier support contact them.
Take a look at a Salesforce training course.

Although we don't provide support for reports and dashboards we do have some useful information below to help.

Our integration contains a number of custom Salesforce objects all of which can be used with reports or dashboards. In addition you can use the samples we include for you:

Custom Report types: Found in setup, under Custom Report Types
Reports: Found in the Mailchimp for Salesforce report folder and accessed via quick actions throughout the application

Report Types

You can also build your own custom report types. A custom report type allows you to work with different objects or use related lookups to pull data into a report. To learn more please see Salesforce trailhead.

Cross object filters

Cross object filters are a useful feature if you are looking to filter on a related object. For example, you might want to see which contacts are not in Campaign Monitor. To do this simply create a report based on contacts and then apply a cross object filter on the subscriber list membership object. They are a standard Salesforce feature that can help in several ways, for example: Quickly see which contacts are bounced (Contacts WITH Mailchimp Members)

You can learn more about how cross object filters work by clicking here.

📋 Summary of the Problem

When your Salesforce administrator changes, whether due to staff turnover, role changes, or deactivation, you'll need to update several settings in Mailchimp for Salesforce to ensure the integration continues running smoothly.

If the admin user who installed or configured the app becomes inactive without updating these settings, you may experience sync failures, data import errors, loss of access to Mailchimp accounts, or the integration appearing to "stop working."

Good news: We'll send notification emails or record Maintenance logs to warn you when inactive users are detected.

💡 The Solution

When changing admin users, review and update these critical settings:

1. Salesforce Sync User (CRITICAL)

The sync user runs the primary sync that pulls data from Mailchimp into Salesforce.

How to change:

Log in as the user you want to designate as the new sync user
Open the Mailchimp Settings tab
Select General Settings
Click the icon next to the current user's name under Salesforce Sync User
Confirm you're changing to your user in the pop-up

2. Connected Mailchimp Accounts

These give Salesforce access to your Mailchimp accounts. You'll need to reconnect your Mailchimp account(s) using the new admin's Mailchimp credentials (not their Salesforce login).

3. Salesforce Record Owners

These users own the records the integration creates (audiences, members, campaigns, etc.). Change the Salesforce record owner for connected accounts to ensure proper access and visibility.

4. Data Wizard Running Users

The person who set up the product may have also created Import Wizard jobs. It's worth checking if any exist.

How to check:

Navigate to the Mailchimp Settings tab
Look for any Import Wizards in your list
Click on each wizard to view its details
Check the "Running User" field to see who it's configured to run as

If you find wizards running as the old admin, you must reschedule them. Each wizard must be updated individually since the running user is stored per wizard. Learn more about What is the running user on the data wizard?

5. Admin Permission Set

Make sure the new admin has the Mailchimp for Salesforce admin permission set assigned to their user. This ensures they have the necessary permissions to manage the integration, access settings, and perform administrative tasks.

How to assign the permission set:

In Salesforce Setup, search for "Permission Sets"
Find "Mailchimp for Salesforce Admin"
Click on it, then click "Manage Assignments"
Click "Add Assignments"
Select the new admin user and click "Assign"

Learn more about Mailchimp for Salesforce User Security.

Lost Access Due to Expired Payment?

If the app is no longer available after an admin change, your payment method has likely expired. Contact us with your Organization ID, and we'll grant a temporary trial so you can access billing information and update your payment method.

🔗 Related Articles

Why Doesn't Mailchimp for Salesforce Appear as a Connected App?

Our Mailchimp for Salesforce package operates natively in your org by making outbound, authenticated HTTPS callouts from Salesforce to Mailchimp. This architectural approach makes it much more secure than traditional middleware integrations.

What This Means

Because our integration runs natively and only makes outbound calls, it will not register as a Salesforce Connected App to access Salesforce data. As a result, it won't appear on the Connected Apps OAuth Usage page in your Salesforce org.

Do I Need to Take Action?

No action required. You don't need to worry about Salesforce's "Trusted Connected Apps" policy changes, as these restrictions aren't applicable to our integration.

Salesforce Connected Apps Policy (September 2025)

In September 2025, Salesforce announced a significant change to Connected Apps: restricting the use of uninstalled connected apps. You may have received an email requiring you to review your connected accounts and those of apps and integrations.

Why Mailchimp for Salesforce Is Not Affected

Mailchimp for Salesforce does not use Salesforce Connected Apps, so no action is required for our integration. Here's why:

Native Operation: Our integration runs entirely within your Salesforce org
Outbound Authentication: We make authenticated callouts from Salesforce to Mailchimp
No Inbound Access: We don't require external apps to access your Salesforce data

Connected Apps are most often required for inbound integrations (like middleware tools such as Zapier or Cazoomi) that need to access Salesforce data from external systems.

Our Security Architecture

Our native approach provides several security advantages:

✅ No third-party data access - Data never leaves your Salesforce org except through controlled, authenticated API calls
✅ No OAuth tokens to manage - No external authentication credentials that could be compromised
✅ Full Salesforce security model - Leverages your existing field-level security, profiles, and permission sets
✅ Transparent operation - All code runs within your org where you have full visibility

Learn more about Mailchimp for Salesforce's evolved security approach.

Quick Reference

Question	Answer
Will Mailchimp for Salesforce appear in Connected Apps?	No - it operates natively, not as a Connected App
Do I need to whitelist it as a "Trusted Connected App"?	No - this policy doesn't apply to our integration
Is this less secure than using a Connected App?	No - native operation is actually MORE secure
Do I need to take action after Salesforce's Sept 2025 policy change?	No action required for Mailchimp for Salesforce

Connecting Multiple Mailchimp Accounts to One Salesforce Org

Yes, you can connect more than one Mailchimp account to the same Salesforce org. On our settings page, you'll find a Connected Accounts table, which allows you to add and manage multiple Mailchimp accounts. Once connected, each of those accounts will be automatically synced with Salesforce.

Licensing & Pricing

There's no additional license required to connect multiple accounts. However, our pricing is tier-based and depends on the number of active subscribers synced from each connected Mailchimp account.

An active subscriber is any email address with an active status on a Mailchimp audience — unsubscribed, deleted, or cleaned addresses do not count. Our billing engine automatically calculates which tier you fall into based on your total active subscribers across all connected accounts. This tiered approach ensures you only pay for the level of usage you actually need.

Connecting Multiple Salesforce Orgs to Mailchimp

Yes, you can connect more than one Salesforce org to Mailchimp.

Production Orgs

If you maintain more than one production org, a separate paid license is required for each org. Each production environment needs its own subscription.

Sandbox Orgs

If you have a production installation and an active license, you're entitled to install the package in your Salesforce sandboxes at no additional cost. However, there are important considerations:

Sandboxes are typically used for development or testing
Connecting a sandbox to a live Mailchimp account should be done with caution to avoid inadvertently impacting live customer data
Best practice: Link your sandbox environment to a free Mailchimp account for testing purposes

This provides a safe and controlled setup for evaluation and development without any risk to your production data.

Quick Reference

Scenario	License Required?	Best Practice
Multiple Mailchimp accounts → One Salesforce org	No (included)	Monitor total subscriber count for pricing tier
One Mailchimp account → Multiple production orgs	Yes (each org)	Separate license per production org
One Mailchimp account → Production + Sandbox(es)	No (sandboxes free)	Use free Mailchimp account for sandbox testing

General settings

Next Steps

FAQs

Partners

Legal

Product

Resources

General settings

Next Steps

FAQs

Can I create my own reports?

How do I change admin users in Mailchimp for Salesforce?

Why doesn't Mailchimp for Salesforce appear as a Connected App?

Can I connect multiple Mailchimp accounts and Salesforce orgs?

What does a remote site error mean when connecting a Mailchimp account?

What happens if a I delete a Salesforce Contact or Lead?

What happens when I disconnect a Mailchimp Account?

What are the Mailchimp Queue Items in my recycle bin?

How does migration work?

Do you support ICU Locale formats?

Why does the error Storage Limit Exceeded mean when connecting my Mailchimp Account?

Why can't I see sync settings?

How Beaufort 12 Apex Jobs Run Without Impacting Your Salesforce Org Performance

What time zone is my Mailchimp data in?

How do I connect Salesforce to Mailchimp

How do I reconnect a Mailchimp account?

What is GDPR and how does it affect the integration?

What happens when the application expires or is suspended?

What happens when I delete a campaign in Mailchimp?

Is my data safe?

Understanding How Managed Packages Operate in Your Salesforce Org

Do I have to sync archived members to Salesforce?

Can I connect more than one Mailchimp account?

How do assignment rules work?

What does the advanced section do?

How do Salesforce reports works?

Can I use Salesforce Integration User?

How can I manually add Mailchimp to my page layouts

Partners

Legal

Product

Resources