Mailchimp + Salesforce: New Mailchimp Paid App Overview vs Old Free App

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MailChimp has removed their free app from the AppExchange - BUT you are still able to download the free app if you have the link: appexchange.sa.... In its place, Beaufort12 has introduced a new paid app, now listed as the 'Official Mailchimp Salesforce Integration'. In this video, we will provide a brief overview of the features of this new app and compare it to the previous version. We'll also explore whether we can extend its capabilities to match the functionality we achieved with all of the custom flows and enhancements we added to the old app.
Mailchimp Integration AppExchange Package - appexchange.sa...
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About the Moderator: Cheryl Fernandes is a certified Salesforce Architect with 12 years of experience working on the Salesforce platform with a focus in the insurance and financial services industries. Despite not having an IT background, Cheryl found herself becoming the accidental admin at her previous company, and it turned out to be a life-changing opportunity.
Fueled by her passion for Salesforce and the remarkable transformations it can bring, Cheryl took a leap of faith 7 years ago and started her own consultancy, Blu Ninjas. As a registered Salesforce partner, she has been providing exceptional services and solutions to clients, while continuously honing her expertise in the Salesforce ecosystem.
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Опубликовано:

15 сен 2024

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Комментарии : 9

@DavidTurner-u5l 2 месяца назад

This video has been extremely helpful, thank you.

@BluTigerAcademy 2 месяца назад

You are welcome!

@duiker2281 2 месяца назад

The tag clear via import wizard is actually because of a mailchimp API limitation. B12 said they are adding invokable actions for tags soon, as well (at the Fort Wayne Nonprofit User Group meeting that demo'd it this month) You can add contacts one at a time via the lighting web component you can put on contacts, leads or person accounts. The Manage list button there will subscribe/unsubscribe from any audiences.

@BluTigerAcademy 2 месяца назад

Thank you for the updates and info, we appreciate you!

@kf2084 Месяц назад

Thank you, great to see how it looks without having to test out the configuration! Have you seen a way to connect Opportunities to Maichimp instead of Contacts. Does the old Mailchimp Integration App not connect Person Account? My clients only work off opportunities... but the report concept, could be interesting if it works off any object?

@BluTigerAcademy Месяц назад

@kf2084 You can sync any email address field from any object in Salesforce to Mailchimp with the new app. If your Opportunity object has an email address field, you should be able to sync it. The ability to sync using a Salesforce report is my favorite feature, it makes segmentation so much easier and simplifies the process of tagging contacts in Mailchimp too.

@mohammadahetesham5502 2 месяца назад

How may I create New Leads In SF From MailChimp Members? In This New App

@BluTigerAcademy 2 месяца назад

There is a way to create new leads in this new app! Go to the MailChimp Audiences tab - click on the audience - Field mappings - in the MailChimp to Salesforce settings update #2 to be "When no record match, create a Lead". Then make sure to update the mappings for the Lead object.

@mohammadahetesham5502 2 месяца назад

@@BluTigerAcademy Thanks It's Worked