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what would be the best practise for connecting mailchimp with Salesforce?
What would be the best practise for connecting mailchimp to salesforce?
I see so many post around this but just looking for the best way to go. -
6 Replies
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Hey Eiyu,
It seems like you are using MailChimp for Salesforce Campaigning.
If so you might consider using some of the recommended best practices in your implementation.
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Here is step by step process for Salesforce MailChimp integration through an app.
Firstly, install and configure the app in Salesforce. The app is quickly available at the Salesforce AppExchange for download.
Once you have installed the app successfully, the next step is to define MailChimp sections to your content layouts. For this purpose, go to the Setup -> leads/Contacts -> Fields -> Layouts.
In the Layout, you can see the VisualForce page. Simply drag and drop the Membership Contact section to the layout created by the MailChimp app you installed currently.
For professional or unlimited editions, you can also add MC fields in the layout designer section. You have the flexibility to change the fields in the Layout Designer section.
Don’t forget to save the changes at each step.
Reference - https://www.janbask.com/blog/mailchimp-and-salesforce-integration/
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The Mailchimp for Salesforce app offers a combination of features to help you target your leads and contacts, and sync data between Mailchimp and Salesforce.
For more information about salesforce visit:
https://www.upshottechnologies.in/salesforce-administrator-training-in-bangalore/
https://www.upshottechnologies.in/salesforce-developer-training-in-bangalore/
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Hey Dharani,
The best practice for connecting MailChimp with Salesforce is through third-party applications. An application that I would like to personally recommend is ChimpConnect. You can know more about this application here:
https://eshopsync.com/mailchimp-salesforce-integration/
https://eshopsync.com/mailchimp -
You may find out about our Mailchimp for Salesforce integration best practices like:
What You Should Know Before You Start MailChimp Salesforce Integration Project
Mailchimp vs Salesforce Marketing Cloud
How to Integrate Mailchimp with Salesforce
How to Send Contacts from Salesforce to MailChimp
How to Add New Field Values
How to Delete Contact from Your List
How to Link the Mailchimp Subscriber and Its Activity to Leads and Contacts
How to Update Mailchimp Data in Salesforce
How to Import Leads from MailChimp After the Initial MC4SF Setup
More Mailchimp for Salesforce Best Practices
In my guide " Best Practices on How to Use Mailchimp with Salesforce
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Hello Eiyu
The best way to integrate Salesforce and Mailchimp is through a third party application.
Step 1 – Install and configure app in Salesforce org. (Apps available in AppExchange)
Step 2 – Define MailChimp sections to content layout.
Step 3 – Drag and drop membership contact section through Visualforce page.
Step 4 – Add MC fields in case you have professional edition.
Step 5 – Save the changes
Personally, I would suggest you to take the help
from professional Salesforce consultant. For details on Salesforce Mailchimp
integration services, you can take help from here – https://www.fexle.com/salesforce-mailchimp-integration
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