Setup Guide
6 minute read
In this article
- This guide shows how to install and setup the application. It is primarily aimed at Salesforce consultants and system administrators.
- There are four easy steps:
1. Install
2. Connect
3. Page Layouts
4. Permissions
- At the bottom of the page there is a list of FAQs, including how the data flows when you first connect.
Installation
Before making any purchase decisions, we recommend trying our application. You can install our product directly in your Salesforce production or sandbox org.
- Installation in production will start a free, fully-featured 14-day trial.
- Installing in a sandbox provides a trial that will last indefinitely, but is for the sole purpose of testing.
Salesforce has a standard installation process for all applications. The interactive guide below will take you through the installation process. You can also check our Salesforce AppExchange listing.
The integration works with all Mailchimp plans and the following Salesforce editions, Professional, Enterprise, Performance, and Unlimited. It works in both Salesforce Classic and Lightning user interfaces, and you can install it in your Salesforce production, sandbox, or developer orgs.
Connecting
Once the product has installed you are free to connect Mailchimp to Salesforce please follow these steps, or if you prefer we also have an interactive demo just below:
1. Go to the Mailchimp for Salesforce app.
2. Click on the Mailchimp Settings tab.
3. Click on General Settings.
4. Click Connect to Mailchimp.
5. You will be prompted to log in and authorize to Mailchimp.
6. Click allow to complete the connection.
You will then be redirected to Salesforce and the sync will start running in the background.
1. Go to the Mailchimp for Salesforce app.
2. Click on the Mailchimp Settings tab.
3. Click on General Settings.
4. Click Connect to Mailchimp.
5. You will be prompted to log in and authorize to Mailchimp.
6. Click allow to complete the connection.
You will then be redirected to Salesforce and the sync will start running in the background.
The first time the sync runs it will also set up your Salesforce contact and lead page layouts.
Page Layouts
As mentioned above when you first connect Mailchimp to Salesforce we will attempt to set up your Salesforce Contact and Lead page layouts. Once updated the layout should look similar to the image below. However, if you have not activated your Salesforce pages this process will not complete. Should that happen use the steps below to manually set things up.
FAQs
Why do we need support grant access?
What happens when I first connect my Mailchimp account in Mailchimp Settings?
Do you provide phone support?
How do I install Mailchimp directly?
Why are my member and contact names formatted incorrectly?
How do I set up Person Account layouts?
Does Mailchimp for Salesforce work with the new Nonprofit Cloud
What does Invalid Session ID mean when connecting my Mailchimp acount
Do you work with platform users?
Do you support Salesforce Classic?
In this article
