Installing MailChimp App Integration

Instructions for Installing MailChimp App into Jasmine.


MailChimp also has online documentation: http://kb.mailchimp.com/integrations/other-integrations/install-mailchimp-for-salesforce


  • Go to the MailChimp App for Salesforce
    https://appexchange.salesforce.com/listingDetail?listingId=a0N3000000B3byfEAB

  • Click Get It Now


  • Click Log in to the AppExchange


  • Enter your Jasmine credentials


  • Click Install in production


  • Check the Terms and Conditions checkbox and click Confirm and Install!


  • Might ask you for Jasmine credentials again.


  • Select Install for Admins Only and click Install


  • Check the "Yes, grant access to these third-party web sites" checkbox and click Continue.


  • Wait for the install to finish


  • The MailChimp App takes some time to install. We'll get an email when done.


  • Under Installed Packages, we see MailChimp for Salesforce is installed.


  • Go to a Contact and click "Edit Layout"


  • In the layout editor, scroll down to the start of the Contact Detail heading


  • In the layout editor menu, click on Buttons.


  • Grab and drag the MailChimp Subscriptions button to the Custom Buttons area.


  • Click Save


Edit Permission Set Assignments


  • Click Setup


  • Go to Administer -> Manage Users -> User


  • Click on your username (Not the Edit link)


  • Scroll down to Permission Set Assignments and click Edit Assignments


  • Select and add both MailChimp Admin and MailChimp User


  • Click Save

Turn On Hourly Sync

  • Go to All Tabs (+ sign) and click MC Setup


  • Click Login


  • Click OK for the redirect popup


  • Enter your MailChimp username and password


  • Check the "Allow MailChimp to create Leads in Salesforce" checkbox and click "I am Ready to Map Fields"


  • Click Save


  • Go through the tutorial


  • Click Turn on Hourly Sync


Manage Contact Subscriptions

  • Go to a Contact and click MailChimp Subscriptions


  • Click the list


  • Click Subscribe


  • Click the "This person has given me permission to add him/her to my MailChimp list." checkbox



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