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 our best practice approach of how to set it up right the first time.
This is Part 3 of how to setup the MailChimp to Salesforce integration will show you how to solve the following business challenge we ran into with implementing MailChimp for Salesforce. Check out MailChimp to Salesforce Integration – Part 1 and MailChimp to Salesforce Integration – Part 2 for additional tips.
Our objective here is to update metrics on the Salesforce standard Campaign object with the data from the MC Campaign object. Follow these steps for how to complete this process:
- Create the following fields in Salesforce on the standard Salesforce Campaign object:
- MC Campaign – lookup field that looks up to the MC Campaign record
- Emails Sent – number field no decimals
- Opens – number field no decimals
- Unique Opens – number field no decimals
- Clicks – number field no decimals
- Unique Clicks – number field no decimals
- Unsubscribes – number field no decimals
- Soft Bounces – number field no decimals
- Hard Bounces – number field no decimals
- Abuse Reports – number field no decimals
Now you may be asking yourself, why aren’t we creating formula fields here since we have a link between the Campaign and MC Campaign objects. The reason is, then the data is not being stored on the Campaign object, it is referencing the data on the MC Campaign object. If we uninstall the MailChimp package, then all of this data would be lost.
If you followed the steps in MailChimp to Salesforce Integration – Part 1 – you have a campaign record setup in Salesforce and MailChimp. Go to this Campaign record in Salesforce and update the MC Campaign field to link the records.
Any comments, questions, concerns – let us know in the comments! We would love to hear from you!