Install MailChimp for Salesforce

This feature requires Manager user level or higher.

MailChimp for Salesforce keeps data synced between your MailChimp and Salesforce accounts and gives you access to features like the Query Builder and Campaign Builder.

Below, you’ll learn how to install MailChimp for Salesforce and set up the application to sync information with your MailChimp account.

Install MailChimp for Salesforce

Follow the steps below to install MailChimp for Salesforce in your Salesforce account.

  1. Download the MailChimp for Salesforce application from our AppExchange listing and launch the program.
  2. The Package Installation Details page displays all package components. Click Continue.
    Cursor clicks Continue button in Package Installation Details section.
  3. Check the Yes, grant access to these third-party web sites box, and click Continue.
    Cursor clicks Continue button at bottom of Approve Third-Party Access modal.
  4. Click Next to approve all permissions on the first step of the Package Installer.
  5. On the second step, choose Grant access to all users, and click Next.
    Radio button for Grant acces to all users selected, cursor clicks Next.
    If you choose one of the other options, some functions of the application will not work as expected.
  6. On the third step, click Install.

Salesforce sends an email when the installation is complete.

Modify Contacts

Follow the steps below to customize your contacts page layout to display MailChimp data on each contact’s page.

  1. Navigate to the Setup page.
    Cursor clicks the Setup option in the top navigation of Salesforce.
  2. Under Build, click the arrow next to Customize, click the arrow next to Contacts, and select Page Layouts.
    Cursor selects Page Layouts under the expanded Contacs and Customize sections.
  3. Click Edit for Contact Layout.
    Cursor clicks Edit for the Contact Layout option.
  4. In the Contact Layout panel, click Fields and click and drag the MC Subscriber option wherever you want in the Contact Details section.
    Cursor clicks and drags the MC Subscriber option into the Contact Details section, highlighted in green.
  5. In the Contact Layout panel, click Buttons and click and drag MailChimp Subscriptions to the Custom Buttons area.
    Cursor clicks and drags MailChimp Subscriptions to the Custom Buttons area, highlighted in green.
  6. In the Contact Layout panel, click Visualforce Pages and click and drag MembershipContact, SubscriberContact, and SubscriptionsContact to wherever you want in the Contact Detail section.
  7. Click Save in the Contact Layout panel.
    Cursor clicks Save in Contact Layout.

Modify Leads

Follow the steps below to customize your leads page layout to display MailChimp data on each lead’s page.

  1. Navigate to the Setup page.
    Cursor clicks the Setup option in the top navigation of Salesforce.
  2. Under Build, click the arrow next to Customize, click the arrow next to Leads, and select Page Layouts.
    Cursor selects Page Layouts under the expanded Leads and Customize sections.
  3. Click Edit for Lead Layout.
    Cursor clicks Edit for the Lead Layout option on the Lead Page Layouts.
  4. In the Lead Layout panel, click Fields and click and drag the MC Subscriber option wherever you want in the Lead Details section.
    Cursor clicks and drags the MC Subscriber option into the Lead Details section, highlighted in green.
  5. In the Lead Layout panel, click Buttons and click and drag MailChimp Subscriptions to the Custom Buttons area.
    Cursor clicks and drags MailChimp Subscriptions to the Custom Buttons area, highlighted in green.
  6. In the Lead Layout panel, click Visualforce Pages and click and drag MembershipLead, SubscriberLead, and SubscriptionsLead to wherever you want in the Lead Detail section.
  7. Click Save in the Lead Layout panel.
    Cursor clicks Save in Lead Layout.

Edit Permission Set Assignments

  1. Navigate to the Salesforce homepage.
  2. Under Administer, click the arrow next to Manage Users and select Users.
    Cursor clicks Users under Manage Users in the Administer section.
  3. Click the username of the user you want to edit.
  4. Under Permission Set Assignments, click Edit Assignments.
    Cursor clicks Edit Assignments button in the Permission Set Assignments section.
  5. Move either MailChimp Admin or MailChimp User to the Enabled Permission Sets section and click Save.

Turn On Hourly Sync

The hourly sync option passes data between your Salesforce and MailChimp accounts and allows you to create Salesforce leads from your MailChimp subscribers. Hourly sync can be turned on for all lists in your MailChimp account or applied to individual lists in your MailChimp account.

For All Lists

  1. Navigate to the MC Setup tab.
  2. Click Login, enter your MailChimp login credentials, and click Log in.
  3. In MailChimp Settings, check the Allow MailChimp to create Leads in Salesforce box, and click I am Ready to Map Fields.
    Cursor clicks I am Ready to Map Fields after clicking the checkbox to Allow MailChimp to create Leads in Salesforce.
    With Allow MailChimp to create Leads in Salesforce selected, MailChimp will create new leads in Salesforce for email addresses that aren’t existing leads or contacts.
  4. Map fields so that fields in the MailChimp fields column are matched with a field in the Salesforce Contact field and Salesforce Lead field columns.
    Shot of the Map Fields step.
    To create a new field in your MailChimp list, select a field type and input a field title in the Add a new list field section. Select if you want the field to be required, and click Add Field.
  5. Click Save.
  6. In MailChimp Settings, click Turn On Hourly Sync.
    Cursor clicks Turn On Hourly Sync button in the MailChimp Settings.
  7. Click Sync Anyway.

The button label will display Turn Off Hourly Sync when the feature is enabled. Likewise, the button label will display Turn On Hourly Sync when the feature is disabled.

The initial sync can take several hours if you have large MailChimp lists. To see the status of the sync, follow the steps below to check Scheduled Jobs and Apex Jobs.

  1. Select Setup from the navigation panel in the upper-right corner of the screen.
    Cursor clicks the Setup option in the top navigation of Salesforce.
  2. Under Monitor, click the arrow next to Jobs, and select Scheduled Jobs or Apex Jobs.
    Select Scheduled Jobs from the expanded Jobs section under Monitor.

For Individual Lists

  1. Navigate to the MC Setup tab.
  2. Click Login, enter your MailChimp credentials, and click Log in.
  3. In MailChimp Settings, check the Allow MailChimp to create Leads in Salesforce box, and click I am Ready to Map Fields.
    Cursor clicks I am Ready to Map Fields after clicking the checkbox to Allow MailChimp to create Leads in Salesforce.
    With Allow MailChimp to create Leads in Salesforce selected, MailChimp will create new leads in Salesforce for email addresses that aren’t existing leads or contacts.
  4. In the MailChimp Lists section, select a setting from the Sync Setting drop-down menus, and select the checkboxes in the Create Leads from MC column for the MailChimp lists you want to sync.
    Cursor clicks Create Leads checkbox in the MailChimp Lists section.
    Sync Setting sets a limit on how long the MailChimp for Salesforce application stores MailChimp subscriber activity for your Salesforce leads and contacts.
  5. Click Save in the MailChimp Settings section. In MailChimp Settings, click Turn On Hourly Sync.
    Cursor clicks Turn On Hourly Sync button in the MailChimp Settings.
  6. Click Sync Anyway.

The button label will display Turn Off Hourly Sync when the feature is enabled. Likewise, the button label will display Turn On Hourly Sync when the feature is disabled.

The initial sync can take several hours if you have large MailChimp lists. To see the status of the sync, follow the steps below to check Scheduled Jobs and Apex Jobs.

  1. Select Setup from the navigation panel in the upper-right corner of the screen.
    Cursor clicks the Setup option in the top navigation of Salesforce.
  2. Under Monitor, click the arrow next to Jobs, and select Scheduled Jobs or Apex Jobs.
    Select Scheduled Jobs from the expanded Jobs section under Monitor.

Uninstall MailChimp for Salesforce

If you are experiencing issues with MailChimp for Salesforce, it is a common troubleshooting step to uninstall and reinstall the application.

Uninstalling and reinstalling the MailChimp for Salesforce application won’t affect the contacts, leads, or campaign data associated with each contact or lead. However, any queries in the MailChimp Member Queries section on the MC Setup tab of the application will be deleted. These queries would need to be rebuilt after reinstalling.

Follow the steps below to remove custom fields and Visualforce Pages, and uninstall the application.

  1. Navigate to the Setup page.
    Cursor hovers over the Setup option in the top navigation.
  2. Under Build, click the arrow next to Customize, click the arrow next to Contacts, and select Page Layouts.
    Cursor selects Page Layouts under the expanded Contacs and Customize sections.
  3. Click Edit for Contact Layout.
    Cursor clicks Edit for the Contact Layout option.
  4. In the Contact Layout panel, delete each of the following components.
    • From Fields, remove MC Subscriber
    • From Buttons, remove MailChimp Subscriptions
    • From Visualforce Pages, remove MembershipContact, SubscriberContact, and SubscriptionsContact.
  5. Click Save in the Contact Layout panel.
  6. Next, you'll need to do the same process for Leads. Under Build, click the arrow next to Customize, click the arrow next to Leads, and select Page Layouts.
    Cursor selects Page Layouts under the expanded Leads and Customize sections.
  7. Click Edit for Lead Layout.
    Cursor clicks Edit for the Lead Layout option on the Lead Page Layouts.
  8. In the Lead Layout panel, delete each of the following components.
    • From Fields, remove MC Subscriber
    • From Buttons, remove MailChimp Subscriptions
    • From Visualforce Pages, remove MembershipLead, SubscriberLead, and SubscriptionsLead.
  9. Click Save in the Lead Layout panel.
  10. Next, you'll need to abort any running Apex Jobs or wait for those to finish. To abort an Apex Job, click the arrow next to Jobs under Monitor, and click Apex Jobs.
    Cursor hovers over Apex Jobs in the left navigation panel.
  11. Click Abort in the Action column for any running Apex Jobs.
  12. To uninstall the MailChimp for Salesforce application, click Installed Packages under Build.
    Cursor clicks Installed Packages under Build in the left navigation.
  13. Click the Uninstall link next to MailChimp for Salesforce.
    Cursor clicks the Uninstall link for MailChimp for Salesforce.
    Select the checkbox to confirm uninstalling the package, and click Uninstall.

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