Setup Guide
6 minute read
In this article
We will show how to install and setup the application. It is primarily aimed at Salesforce consultants and system administrators.
There are three easy steps:
There are three easy steps:
1. Install
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.
2. Connect
Once installed you are free to connect please click the link below and follow the onscreen steps. If anything is unclear please check out the interactive demo just below.
When you have connected 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.
3. Page Layouts
When you first connect, we will attempt to automatically set up your Salesforce Contact and Lead page layouts. However, if your Salesforce pages are not activated, this process will not complete. If that happens, simply follow the steps below to manually complete the setup.
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? (Last Name twice)
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
