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We are thinking of integrating Mailchimp with Salesforce to send out regular newsletters about our events to our contacts in Salesforce. We have a free Mailchimp account now. When reading the documentation on Salesforce Mailchimp  integration I came across this 

 

  • Your Mailchimp account will need to have Manager access or higher to complete this integration. To learn more about user levels, check out Manage User Levels in Your Account

Does this mean, we can only integrate if we have a paid Mailchimp account? Can someone show some guidance if free Mailchimp account can be integrated with Salesforce?

5 réponses
  1. 23 avr., 14:37

    You don’t need a paid Mailchimp account just for the integration. The Manager access part is about user permissions, not pricing and you can connect a free account as long as the user has the right role. 

    Where it gets tricky is functionality. The free plan works fine for basic contact sync and simple newsletters, but once you need more advanced segmentation or automation, you’ll start hitting plan limitations rather than integration limits. 

     

    Also worth noting from experience, the native Mailchimp for Salesforce package can be a bit rigid and sometimes hard to troubleshoot. If you run into that later, an alternative is using something like Skyvia to sync Contacts more explicitly between Salesforce and Mailchimp. Not required, but it gave us more control over mapping and updates when the standard connector wasn’t flexible enough.

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Can I create Gauge Charts on a Dashboard in NPSP? Looking for a solution to set goals and track progress. 

2 réponses
  1. 4 janv. 2024, 14:02

    Thank you @Piyusha Pilania. What I cannot find information on is how to set revenue goals for Opportunity Types. Thanks!

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Hello.  I have just reached the maximum of 10 playgrounds in trailhead.  I need to create a new one but it´s not possible.  Is there anyway i can create one or reboot one? thank you

 

#Trailhead Challenges

11 réponses
  1. 7 sept. 2021, 05:48

    You can disconnect a playground once you're off of it.  So the Data modeling playground says its the last used one.  Meaning that's the default set one, and you won't be able to disconnect it unless you're on another one.  

     

    If you want to delete that one then simply launch a different playground and then you'll be able to have the option to disconnect it, since it's not the active one.

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I have existing users on the playground and I need to recreate the user on another playground which I cannot until I delete the previous playground which has the existing users.

Please guide.

 

I cannot delete my playground. Its shows

3 réponses
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Hi All

I wanted to get some insights on how other organisations track their prospects. What is the best way to track the lifecycle that a partner is in i.e. if they are current, prospect or past partners.

Is creating campaigns and adding members a best solution? How to easily keep a track of prospects.

Thank you in advance. 

8 réponses
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4 commentaires
  1. 5 avr. 2023, 03:34

    Thank you for asking your questions, see you all on Ask A Nonprofit Expert again next time! 

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