Learning Salesforce With Pranav

After successfully installation and configuration of MailChimp for Salesforce app. Please follow the steps to add Campaign Members to the MailChimp List directly from the Salesforce to MailChimp for Email Marketing. Go to “Member Queries” and click on “New Query” button Now select “Campaign Members” checkbox and click on the lookup for particular Campaign’s Members A preview page shows of campaign members records You can give “Name” to your query and schedule it also. And click on “Save and Run” button Now you can see that the Query with the name you give in the above step is scheduled and its status is “In Progress” After some time refresh the page until “Success” status appeared Now go to your MailChimp account and click on your List under “Lists” tab, you can find your Campaign Members Now you have the salesforce’s campaign members in MailChimp, go and build some unique email templates and start marketing to enhance your business. Happy Salesforce!

For Email Marketing you have to add Salesforce Contacts directly into the MailChimp. So follow the steps to configure MailChimp for Salesforce and get the contacts into MailChimp Campaign list directly from Salesforce: Signup for MailChimp by going on https://login.mailchimp.com/signup/ Login to your MailChimp account Click on “Lists” option Now click on “Create List” button for adding new list The section below the button expands that again displays the “Create List” button. Again click on “Create List” Fill the required/necessary fields Click on “Save” button Your new list has been created Now add contacts in the list by Clicking “Add Contacts–>Import Contacts” Select the option “Integrate Service” Click on “Salesforce” logo and then click on “Next” button Now you have to authorize your Salesforce org for integration with MailChimp Login with your Salesforce Production/developer account credentials After login you have the options to select...

Follow the below steps for installing and configuring MailChimp for Salesforce and use for Email Marketing: 1. Firstly, Signup for MailChimp by going on https://login.mailchimp.com/signup/ And then go to the below URL and select “Get It Now” for installing MailChimp app in Salesforce https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3000000B3byfEAB 2. Select the Org where you want to install the app 3. Select the checkbox for accepting “Terms and Condition” and proceed with “Confirm and Install” button 4. Now you will be redirected to the salesforce login page, login into the org where you want to install MailChimp app 5. Select one of these there option as per your need, this option gives access to this app to a particular option 6. You must have to grant the access for third party and proceed with “Continue” button 7. The installation process will take few minutes 8. You can verify that the app is installed or not by login into your sal...

Hi All, Welcome Back  — to another blog related to the G-Connector for Salesforce. A recap for newbies  + In my first blog of “ G-Connector for Salesforce “, I shared with you all the required steps to install and configure G-connector for Salesforce. In my second blog of “ Get Salesforce record data into your Google Sheet through G-Connector “ , I shared with you all how to use G-Connector for getting salesforce record just simple as we can do it in our salesforce query editor to see the records. In my third blog of “ Pushing Google Sheet data into the Salesforce database through G-Connector “, I shared with you all how to push the Google Sheet rows data to Salesforce sObject records on the basis of Sheet columns with the correct/matching salesforce fields. Now in this new blog, I am going to give you some interesting info which is very easy and a way more relaxing for doing the manual pushing and pulling of data. Follow the below steps to autom...

Hi All, Welcome Back  to an another blog related to the G-Connector for Salesforce. In my first blog " G-Connector for Salesforce " , I shared with you all the required steps to install and configure G-connector for Salesforce. And in my second Blog " Get Salesforce record data into your Google Sheet through G-Connector ",  I shared with you all how to use G-Connector for getting salesforce record just simple as we can do it in our salesforce query editor to see the records. In this blog I am going to share the important steps that needed to be followed for pushing the Google Sheet rows data to Salesforce sObject records on the basis of Sheet columns with the correct/matching salesforce fields. Follow the below steps guided with the screenshot for getting salesforce records: Open your Google sheet and verify the connection, is it connected with either of salesforce sandbox or production org.  NOTE : If not connected please connect your sheet with desir...

Hello All, In my last blog, I shared with you all the required steps to install and configure G-connector for Salesforce . Now I am going to show, how to use G-Connector for getting salesforce record just simple as we can do it in our salesforce query editor to see the records. Follow the below steps guided with the screenshot for getting salesforce records: Open your Google sheet and verify the connection, is it connected with either of salesforce sandbox or production org.  NOTE : If not connected please connect your sheet with desired salesforce org. Now after making/verifying connection with Salesforce, Click on the “ Get Data using SOQL ” option under “ G-connector for Salesforce “ You will the below an advance query editor screen in your google sheet. Just select your source data item from the “ From ” picklist Now select the fields of that source item whose data you want to get into your google sheet You can also categorize/filter out your data with “ Wher...

G-Connector for Salesforce It’s a great tool or you can say an add-on that can help you to save your Salesforce Licenses. G-Connector is a two-way syncing tool that unlocks Salesforce data into the Google Sheet in a quick and easy way. G-connector helps in real-time view into the Salesforce data with the help of scheduling and automatic refreshing of data. Steps to install G-connector for Salesforce: You can either install G-Connector fr Salesforce add-on directly to your Google sheet from this link https://chrome.google.com/webstore/detail/g-connector-for-salesforc/inpioilbljppoobbblcpbpjplkefmkep?hl=enORYou can install it from appexchange with this linkhttps://appexchange.salesforce.com/appxListingDetail?listingId=a0N3000000B5f7vEAB Once you install G-connector, you can see it in your google sheet like the below image Now you can use it in your destination org i.e. Salesforce Production or Salesforce Sandbox Click on the desired salesforce org, you can see a login...