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5. Automatically Tag Contacts in Salesforce & Sync to Mailchimp

By Cheryl Fernandes | July 18, 2022 | 0 Comments

Business Problem Mailchimp is a great tool for people who are just starting out with email marketing and they currently use Salesforce as their CRM. We have done several implementations of Mailchimp and Salesforce and wanted to provide you with …

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3. Mailchimp to Salesforce Integration – Campaign Sync

By Cheryl Fernandes | July 18, 2022 | 5 Comments

Business Problem Mailchimp is a great tool for people who are just starting out with email marketing and they currently use Salesforce as their CRM. We have done several implementations of Mailchimp and Salesforce and wanted to provide you with …

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6. Mailchimp to Salesforce Integration – Create Campaign Members

By Cheryl Fernandes | July 5, 2022 | 2 Comments

Business Problem Mailchimp is a great tool for people who are just starting out with email marketing and they currently use Salesforce as their CRM. We have done several implementations of Mailchimp and Salesforce and wanted to provide you with …

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4. Mailchimp to Salesforce Integration – Update Unsubscribes in Mailchimp

By Cheryl Fernandes | July 2, 2022 | 0 Comments

Business Problem Mailchimp is a great tool for people who are just starting out with email marketing and they currently use Salesforce as their CRM. We have done several implementations of Mailchimp and Salesforce and wanted to provide you with …

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7. Mailchimp to Salesforce Integration – Delete Campaign Member

By Cheryl Fernandes | July 2, 2022 | 0 Comments

Business Problem MailChimp is a great tool for people who are just starting out with email marketing and they currently use Salesforce as their CRM. We have done several implementations of MailChimp and Salesforce and wanted to provide you with …

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1. Mailchimp to Salesforce Integration – Setup & Sync Contacts

By Cheryl Fernandes | July 2, 2022 | 0 Comments

Business Problem Mailchimp is a great tool for people who are just starting out with email marketing and they currently use Salesforce as their CRM. We have done several implementations of Mailchimp and Salesforce and wanted to provide you with …

1. Mailchimp to Salesforce Integration – Setup & Sync Contacts Read More »

How to Setup Custom Metadata Types for Record Types

By Cheryl Fernandes | June 26, 2022 | 0 Comments

Business Problem You have heard time and time again, do not hard code Ids into your validation rules, flows and other Salesforce development. But you don’t quite understand how to use Custom Metadata Types to help you solve this problem. …

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How to Setup Campaigns in Salesforce

By Cheryl Fernandes | June 19, 2022 | 0 Comments

Business Problem Trade shows are back! Sales and marketing teams are furiously working to remember how we used to attend and track trade show activities. Now is a great time to take a fresh approach to how you are tracking …

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2. Mailchimp to Salesforce Integration – Update Unsubscribes in Salesforce

By Cheryl Fernandes | June 19, 2022 | 0 Comments

Business Problem Mailchimp is a great tool for people who are just starting out with email marketing and they currently use Salesforce as their CRM. We have done several implementations of Mailchimp and Salesforce and wanted to provide you with …

2. Mailchimp to Salesforce Integration – Update Unsubscribes in Salesforce Read More »

Update County Based on Postal Code Using Flow

By Cheryl Fernandes | April 16, 2022 | 3 Comments

Business Problem Some sales teams assign territories based on county in the United States and this requires someone to update the county in Salesforce in order to assign the Lead or Account to the appropriate person. Automating the update to …

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How to Solve Contact Segmentation Using Accounts as Campaign Members Feature

By Cheryl Fernandes | April 16, 2022 | 0 Comments

Business Problem Sales needs to pull a list of contacts for a specific set of companies in Salesforce. The catch is these companies do not have anything in common for you to filter for. You may have solutioned this in …

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Mailchimp to Salesforce Integration – Part 5 – ARCHIVED

By Cheryl Fernandes | December 31, 2021 | 0 Comments

Click Here for Updated Part 5 Article We have learned a lot implementing Mailchimp over the past couple of years and have updated all of our articles. Check out our new Mailchimp How To section for more ways to extend …

Mailchimp to Salesforce Integration – Part 5 – ARCHIVED Read More »

Update Last Meeting Date on Contact Record Using Schedule-Trigger Flow

By Cheryl Fernandes | July 4, 2021 | 0 Comments

Business Problem The sales team would like to report on the last meeting date for a Contact but when we try to use the standard Last Activity field, we see there are dates in the future. In order to solve …

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Mailchimp to Salesforce Integration – Part 4 – ARCHIVED

By Cheryl Fernandes | March 20, 2021 | 12 Comments

Click Here for Updated Part 4 Article We have learned a lot implementing Mailchimp over the past couple of years and have updated all of our articles. Check out our new Mailchimp How To section for more ways to extend …

Mailchimp to Salesforce Integration – Part 4 – ARCHIVED Read More »

Mailchimp to Salesforce Integration – Part 3 – ARCHIVED

By Cheryl Fernandes | February 8, 2021 | 7 Comments

Click Here for Updated Part 3 Article We have learned a lot implementing Mailchimp over the past couple of years and have updated all of our articles. Check out our new Mailchimp How To section for more ways to extend …

Mailchimp to Salesforce Integration – Part 3 – ARCHIVED Read More »

Mailchimp to Salesforce Integration – Part 2 – ARCHIVED

By Cheryl Fernandes | February 8, 2021 | 22 Comments

Click Here for Updated Part 2 Article We have learned a lot implementing Mailchimp over the past couple of years and have updated all of our articles. Check out our new Mailchimp How To section for more ways to extend …

Mailchimp to Salesforce Integration – Part 2 – ARCHIVED Read More »

Mailchimp to Salesforce Integration – Part 1 – ARCHIVED

By Maurice Murphy | February 7, 2021 | 4 Comments

Click Here for Updated Part 1 Article We have learned a lot implementing Mailchimp over the past couple of years and have updated all of our articles. Check out our new Mailchimp How To section for more ways to extend …

Mailchimp to Salesforce Integration – Part 1 – ARCHIVED Read More »

Convert Scheduled Actions to Paused Flows

By Cheryl Fernandes | May 27, 2020 | 12 Comments

Business Problem This article will explain how to convert your process builder from using scheduled actions to using paused flows. Please review this blog post prior to reading this one, it will help further explain deleting paused flow interviews. You …

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Convert Leads from Account Page

By Anjana Prakash | May 13, 2020 | 2 Comments

Business Problem So you have the Leads related to Accounts based on the match between the Lead’s email address domain and the Account’s website domain. If you don’t, check out this article on how to get the free app to …

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Automate Duplicate Record Set Deletion

By Cheryl Fernandes | May 5, 2020 | 0 Comments

Business Problem Salesforce provides a slick way to identify duplicates and merge them using Duplicate Rules and Matching Rules. When you create or edit a record that triggers the rule, a Duplicate Record Set record is created with at least …

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Update County Based on Postal Code Using Process Builder (See new article using flow)

By Cheryl Fernandes | May 5, 2020 | 3 Comments

Please Note We have a new version of this package that uses record-triggered flow instead of process builder for the automations since Salesforce has announced they are deprecating process builder. We are leaving this page up so people who have …

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Relate Leads to Accounts

By Anjana Prakash | May 1, 2020 | 7 Comments

Business Problem A common issue sales reps run into in Salesforce is the existence of leads in their database that are current customers. They end up calling the prospect trying to pitch their product and the person tells them “We …

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Delete Paused Flow Interviews in Salesforce

By Cheryl Fernandes | April 20, 2020 | 3 Comments

Business Problem This article will explain how to automate the deletion of paused flow interviews in Salesforce so your users can circumvent errors and ensure you will not hit the paused flow interview limit. If you have experimented with paused …

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