Скачать или смотреть Mailchimp + Salesforce: Part 3 - Sync MC Campaigns to SF Campaigns Using Flow

IMPORTANT NOTE: MailChimp has removed their free app from the AppExchange - BUT you are still able to download the free app if you have the link: https://appexchange.salesforce.com/ap.... There is a new paid app from Beaufort12 that is listed as the 'Official Mailchimp Salesforce integration'. We are sure the free app will be going away and this means all of the enhancements we show you in this video will be obsolete. We are currently working on evaluating the new paid app to understand the keys differences and what needs to be bolted on to enhance the integration. We will come out with a video series on how to extend the functionality in the paid app so you can achieve the same results you had with the free app.

Blu Ninjas How to Article: Sync MC Campaigns to SF Campaigns: https://bluninjas.com/how-tos/mailchi...
Blu Ninjas How To Article: Add/Update Campaign Members: https://bluninjas.com/how-tos/mailchi...

Fields to Create on Campaign Object: Numbers with no decimals
• Emails Sent
• Opens
• Unique Opens
• Clicks
• Unique Clicks
• Unsubscribes
• Soft Bounces
• Hard Bounces
• Abuse Reports
• Forwards
• Forwards Opens

In this video, we will show you how to create a Salesforce flow that will create and update Salesforce Campaigns from Mailchimp Campaigns. You will see how to create fields on the Campaign object to hold the email metrics you need for reporting on the success of your email campaigns from Salesforce. Every time the Mailchimp integration creates or updates a Mailchimp Campaign, the flow will automatically create a Campaign record if one does not exist and if one does exist it will update the metrics.

CHAPTERS:
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0:00 Intro
0:41 Create New Fields on Campaign Object
2:38 Configure Campaign Page Layout
5:35 Create Formula fields to Calculate Percentages
9:33 Update Campaign Page Layout
10:05 Create Flow to Update Email Metrics
24:18 How to Test the Flow
27:42 Wrap-up

Music:
Song: Get Back
Music by: CreatorMix.com

Song: Endless Lights
Music by: CreatorMix.com

Song: Alone Tonight
Music by: CreatorMix.com

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. Now, Cheryl is on a mission to inspire and empower Salesforce professionals worldwide through Blu Tiger Academy. Let us know what you are interested in, what business problems you cannot solve and what you would love to learn more about.

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