Road Map & Release Notes

Below you will find the features we are currently working on alongside release notes for features we have already released.

New versions are automatically pushed to Salesforce organisations on a regular basis. You can also manually upgrade by going to our listing and click the get it now button. Or you can use the link just below the date to test in your Salesforce sandbox.

Roadmap

Below are some things we are currently working on, as always we are keen to get your thoughts. So if you would like us to add a feature or you have comments on our roadmap please let us know.

Invocable Action

Invocable actions for use in Salesforce automation (flows or apex) have been released. The feature is currently in beta, and we appreciate your feedback. Our Invocable Actions guide has more information.

Salesforce Campaigns

This feature, if enabled, would automatically create Salesforce Campaigns based on sent Mailchimp emails.

Things to consider:
‍1. The dedicated Mailchimp campaigns we have in Salesforce provide this information already.
2. Creating Salesforce Campaigns and Campaign members when we already have Mailchimp campaigns and audience members takes up Salesforce storage.
3. The processing overhead in Salesforce is considerable.
4. Salesforce Campaigns and Campaign members is a well used object and there is a chance of conflict with other processes.

Not yet released (no ETA as of now). More information here.

Release Notes

If you would prefer not to have updates pushed to your Salesforce organisation, please contact us.

v1.102.0

December 2, 2024

https://test.salesforce.com/packaging/installPackage.apexp?p0=04tP800000056snIAA

The icons for audience in the audience list aren't reflecting whether or not a create rule is on/off

The Audience list now features an improved icon system that accurately reflects the status of your create rules. Users will notice that the icons will dynamically update based on whether a create rule is active or not, enhancing the clarity of your audience management. Additionally, the hover text has been adjusted to provide accurate information, ensuring that it corresponds correctly with the rule status. This update streamlines the user experience and helps maintain better visibility of audience rules.

SF>MC field updates aren't reaching all related members when contact has >1 member

The latest update enhances the Salesforce to Mailchimp sync functionality, addressing an issue where field mappings were not consistently updating for all related members within a single audience when triggered. This improvement ensures that when multiple members are attached to a contact and a sync is initiated, the mapped field values will now be correctly applied across all related members. Additionally, the retrospective sync feature has been refined to guarantee that it updates more than one member as expected, providing a smoother experience for users managing their contact data. These enhancements not only streamline the syncing process but also improve data accuracy and integrity, allowing for a more efficient integration between Salesforce and Mailchimp.

v1.101.0

November 25, 2024

https://test.salesforce.com/packaging/installPackage.apexp?p0=04tP80000004zPtIAI

Support for Mailchimp Inbox in Activity timeline

The latest update introduces support for Mailchimp Threads, enhancing your ability to manage and engage with email communications directly within Salesforce. This integration streamlines your workflow, allowing for more efficient tracking and interaction with your marketing campaigns. Enjoy a seamless experience as you connect with your audience like never before!

v1.100.0

November 8, 2024

https://test.salesforce.com/packaging/installPackage.apexp?p0=04tP80000004lQ9IAI

Update member record in salesforce when member is Permanent deleted in Mailchimp

The integration now ensures that when a member is permanently deleted in Mailchimp, the corresponding record is accurately updated in the system. This enhancement addresses the previous issue where users had to manually refresh or access member details to see a failed status. Now, if a matching Mailchimp record cannot be found during a refresh or sync, the member record will be appropriately marked as failed or missing. This improvement streamlines the user experience, allowing for a clearer understanding of member statuses, especially in cases where email changes may occur before the contact ID is synced.

v1.96.0

November 5, 2024

https://test.salesforce.com/packaging/installPackage.apexp?p0=04tP80000004ibxIAA

On McMembers component, the icon for a membership surfaced (vs actually related) is not a grey head any more.

The latest update enhances the handling of duplicate contacts within the Salesforce integration. When creating multiple contacts with the same email, the system now accurately displays the related contact with a pink icon, indicating its association with the membership. However, the duplicate contact is expected to show a grey head icon to signify that it is simply displaying the matched email. This update aims to improve clarity in identifying related contacts and their statuses. Users can look forward to a more intuitive experience when managing contacts with overlapping email addresses.

v1.95.0

November 1, 2024

https://test.salesforce.com/packaging/installPackage.apexp?p0=04tP80000004gK1IAI

Set default focus on last page of Data Wizard to the top.

The data wizard has received an enhancement to improve user experience when navigating the final setup page. The default focus now directs users to the top section, ensuring that important scheduling options are easily visible, especially for those using smaller screens or zoomed-in views. This adjustment addresses common concerns and makes it simpler for first-time users to complete their setup without missing key functionalities. Additionally, users can look forward to utilizing the scheduling feature once their trial subscription transitions to a paid plan, enhancing the overall utility of the data wizard.

v1.94.0

October 31, 2024

https://test.salesforce.com/packaging/installPackage.apexp?p0=04tP80000004fFtIAI

Optionally filter archived emails from Data Wizard

The Data Wizard now includes an option to filter out archived emails, allowing for a more streamlined and efficient data management experience. This enhancement helps users focus on the most relevant communications without the distraction of archived content.

Improve Maintenance settings

The Maintenance settings now support boolean values, enhancing the flexibility and precision of your configurations. Additionally, a new slider scale feature for numerical inputs has been introduced to minimize errors and streamline the user experience.

Allow the AI Chatbot to be hidden

Users now have the option to disable the AI Chatbot that appears at the bottom of the Beaufort 12 screens, providing a more customized experience based on individual preferences.

Open an Email activity report for a specific campaign when Email Activity is enabled

Introducing a new pre-configured report for Email Activity, which enhances the ability to track link clicks within specific campaigns. This feature allows users to pass the campaign ID as a parameter, streamlining the reporting process similar to the audience reports. To improve accessibility, plans are in motion to incorporate this functionality into the MC campaign menu, ensuring a seamless experience while navigating campaign data. This update aims to provide greater insights and efficiency in managing email campaigns.

Preview records in the Data Wizard before pushing to Mailchimp

The Data Wizard now includes a preview feature, allowing users to view records before finalizing their selections. This enhancement streamlines the data import process and ensures greater accuracy in data management.

v1.93.0

October 26, 2024

https://test.salesforce.com/packaging/installPackage.apexp?p0=04tP80000004bH7IAI

Support renaming emails using a custom field

The latest update enhances the integration by allowing users to map custom email fields from Salesforce to Mailchimp, expanding beyond the previously supported standard fields. This improvement ensures a more flexible and tailored experience when managing email communications.

v1.90.0

October 23, 2024

https://test.salesforce.com/packaging/installPackage.apexp?p0=04tP80000004XILIA2

Display default values on Preview Mapping Rules modal

The Preview Mapping Rules modal now showcases default values, enhancing clarity and efficiency during the mapping process. This improvement allows users to quickly understand how data will be processed, streamlining the setup experience.

The Manage List button is greyed out on some member components

The functionality of the Manage List button has been improved to ensure consistent access across all member components, enhancing user experience and operational efficiency.

Support for multi-select fields

The latest update introduces the ability to map Salesforce multi-select picklist fields using the data wizard and field mappings. This enhancement streamlines the integration process, allowing for more flexible data handling and improved user experience.

Change hover or icon on the MC radio button fields in mapping, because they aren't multiselect

The integration now clearly distinguishes between radio buttons and multi-select checkboxes, enhancing user experience. The hover text has been updated to display "Radio Button," eliminating any potential confusion caused by previous icon representations. This change ensures that users can easily identify the selection type, streamlining their interaction with the interface. Enjoy a more intuitive navigation experience with this thoughtful update!

Allow Manage Members invocable action to execution directly

Invocable actions can now execute directly, bypassing Salesforce queues for improved performance. This enhancement allows actions to run synchronously, addressing previous delays caused by asynchronous processing and reducing the number of queued jobs. However, please note that synchronous actions are not compatible with screen-based flows. This update aims to streamline workflows and enhance efficiency within your Salesforce environment.

v1.89.0

October 9, 2024

https://test.salesforce.com/packaging/installPackage.apexp?p0=04tP80000004K6bIAE

Support users without lead access on Audience screen

The issue with the "Mailchimp Audiences" tab, specifically when accessing an Audience's "Members" section without the necessary permissions for the leads object, has been resolved. Users can now seamlessly access all areas, including "Audience Summary" and "Campaigns," ensuring a smoother experience overall. Enjoy the enhanced functionality and improved accessibility!

Translate labels into different languages

The integration now supports multiple translations, allowing users to seamlessly switch between languages and enhancing accessibility for a diverse range of users.

v1.88.0

October 3, 2024

https://test.salesforce.com/packaging/installPackage.apexp?p0=04tP80000004ExFIAU

All data wizard running user to be changed

Users can now enjoy the flexibility of changing the running user directly within the data wizard through a convenient sub-menu option. This enhancement aligns with features available in Campaign Monitor, making the experience more intuitive and user-friendly.

v1.87.0

September 27, 2024

https://test.salesforce.com/packaging/installPackage.apexp?p0=04tP800000043aPIAQ

Disconnect Mailchimp Sandbox Connection After Refreshing Sandbox

This improvement will auto disconnect Mailchimp from a refreshed sandbox copy.

v1.85.0

September 26, 2024

https://test.salesforce.com/packaging/installPackage.apexp?p0=04tP80000003qlFIAQ

Add reconnect button to Mailchimp

Users can now easily reconnect to Mailchimp, providing a seamless solution when the connection has become stale or revoked. This enhancement ensures uninterrupted access to your marketing tools, allowing for a smooth integration experience.

Show email previews inside activity timeline

Scaled email previews are now available within Activities, providing users with a compact view of their emails. This enhancement allows for easier navigation and a more efficient use of screen space while still delivering essential information at a glance.

Add support for Salesforce Winter 25

The Salesforce Winter '25 update introduces several subtle enhancements that enhance the overall application experience. These changes are designed to improve functionality and streamline user interactions, ensuring a smoother workflow for all users. Embrace these updates to maximize the potential of your Salesforce integration.

Mailchimp Chat

The integration now supports Mailchimp Chat, enhancing your communication capabilities within Salesforce. The chat will answer common product questions and try to help you with any issues you might have.

v1.76.0

August 29, 2024

Allow members to be resubscribed from an invocable action

Members can now be resubscribed directly from a Salesforce flow using an invocable action, streamlining the process for users. It's important to remember that resubscribing should only be done with explicit permission to comply with email regulations.

Support restricted leads on Member Activity component

Some times a Salesforce user lack access to the lead object. This latest update allows our product to work when the lead object is not accessible. Additionally, this update provides enhanced support for platform license users expanding accessibility and usability.

Improve visibility of Email on Mailchimp Member component

The Mailchimp Member component now enhances the visibility of email addresses. With the updated layout, users can enjoy a clearer view of email addresses, as the email field has been optimized to prevent squashing, ensuring that more of the address is displayed for better accessibility.

Additional filters on User Security component

User Security has been enhanced with the addition of filters beyond just the name, making it easier to manage and update extensive user lists, especially for larger organizations or those utilizing communities. Users can now filter by Permission Set assignments, as well as by Profile, allowing for quicker identification of internal users versus community users or administrators. This update streamlines user management and enhances overall efficiency.

v1.72.0

August 16, 2024

https://test.salesforce.com/packaging/installPackage.apexp?p0=04tP80000003RmrIAE

Not all tags are returned

Remove a limit stopping all tags from being shown when working with the data wizard.

Throw a notification when import wizard record can not be created

It is rare but if an import wizard cannot be created, typically due to permissions or lack of space we will show an error.

v1.69.0

August 12, 2024

Mailchimp Chat

The latest update introduces a new AI Chatbot built within the app. It allows a user to ask questions source from our extensive knowledge base within a chat.

Improve Icons when Member is not linked

The integration now enhances the visibility of Mailchimp Membership records by allowing them to be linked to the parent Salesforce contact through specific Rules or by matching email addresses directly. To improve clarity, unlinked Mailchimp members that are matched solely by email address will display a grey icon, signaling that while a corresponding email address exists in Mailchimp, it has not been directly associated with the current Salesforce record. This could be due to the matching rules not being executed or the email being linked to a different Salesforce record. This update aims to streamline the user experience and provide better insights into membership associations.

Improve messaging around required fields

Enhanced messaging has been implemented to provide clearer guidance on required fields, ensuring a smoother user experience during data entry. This improvement aims to minimize confusion and streamline the process for users, making it easier to complete necessary forms accurately.