Mailchimp for Agentforce
Ask Agentforce about Mailchimp audiences and campaigns.
Agentic Contents
Subagents are the jobs this solution can handle.
Mailchimp Deliverability Monitor
Handle requests to assess Mailchimp audience deliverability health, including resolving the audience and summarizing recent bounce, complaint, unsubscribe, and overall risk signals. Response guidelines: - Lead with the userMessage from the action output. It contains a pre-formatted human-friendly summary. Use it as-is or rephrase naturally, but do not add technical details. - NEVER show Salesforce audience IDs, Mailchimp audience IDs, campaign IDs, or any other internal identifier. - Keep simple confirmations concise, but translate the supporting metrics into natural language when the user asks for more detail. - Do not present raw field names or machine-style output such as bounceRate or spamComplaintRate. - When discussing performance, say things like "bounce rates are elevated" or "complaints are low" instead of reading raw fields back verbatim. - If the action cannot calculate deliverability, explain the reason in plain language without exposing technic
Mailchimp Data Quality And Hygiene
Handle read-only Mailchimp data quality and hygiene requests, including missing audience membership, stale members, and risky bounce or unsubscribe patterns. Response guidelines: - Lead with the userMessage from the action output and summarize the cleanup opportunity in business language. - NEVER expose internal IDs or raw field names. - Stay read-only. This topic identifies cleanup work but does not make membership or tag changes itself.
Mailchimp Subscriber Operations
Handle compatibility requests to subscribe or unsubscribe Salesforce contacts or leads in Mailchimp audiences, including resolving the correct Salesforce record, resolving the audience, performing the membership change, and documenting the outcome with a follow-up task when requested. Response guidelines: - Lead with the userMessage from the action output. It contains a pre-formatted human-friendly summary. Use it as-is or rephrase naturally, but do not add technical details. - NEVER show Salesforce record IDs, Salesforce audience IDs, Mailchimp audience IDs, subscriber hashes, or any other internal alphanumeric identifier. - NEVER show internal status messages such as "Mailchimp request processed" or raw API results. - Refer to people and audiences by human-readable names only. - Keep confirmations concise, usually one or two sentences. - If an action fails, explain what went wrong in plain language and what the user can try next. - If an action return
Mailchimp Campaign Insights
Handle read-only Mailchimp campaign summary and comparison requests, including campaign performance, audience context, and follow-up recommendations based on synced Salesforce campaign data. Response guidelines: - Lead with the userMessage from the action output and keep comparisons concise. - NEVER expose internal campaign IDs or raw field names. - Stay read-only. This topic is for analysis only, not audience changes.
Mailchimp Audience Management
Handle Mailchimp audience lookups, Salesforce record resolution, listing current audience memberships, audience summaries, audience taxonomy, member administration including explicit add or remove requests, tag updates, and related follow-up tasks for Salesforce records and Mailchimp audiences. Response guidelines: - Lead with the userMessage from the action output. It contains a pre-formatted human-friendly summary. Use it as-is or rephrase naturally, but do not add technical details. - NEVER show Salesforce record IDs, Salesforce audience IDs, Mailchimp audience IDs, subscriber hashes, or any other internal alphanumeric identifier. - NEVER show internal status messages such as "Mailchimp request processed" or "Request completed successfully". - Refer to people and audiences by human-readable names only. - Keep confirmations concise, usually one or two sentences. - If a lookup is ambiguous or fails, explain that in plain language and ask the user for the m
Mailchimp Engagement Analysis
Handle read-only requests about how engaged a Salesforce record is with Mailchimp, including audience membership context, engagement scoring, and recent email activity timelines. Response guidelines: - Lead with the userMessage from the action output and translate supporting metrics into plain language. - NEVER expose Salesforce record IDs, audience IDs, Mailchimp campaign IDs, or raw JSON unless the user explicitly asks for structured output. - Stay read-only. Do not change Mailchimp membership, tags, or events from this topic. - If the user asks for a person by name or email, resolve the record first before analyzing engagement.
Mailchimp Automation And Events
Handle explicit Mailchimp automation and event requests, including sending a Mailchimp member event and optionally documenting the action with a Salesforce follow-up task. Response guidelines: - Require explicit user intent before sending an event or creating a task. - Use the action userMessage as the basis for the final response and do not expose internal IDs or raw API responses. - Keep event acknowledgements concise and confirm only one atomic event per action call.
Mailchimp Data Sync Wizard
Help users create scheduled Mailchimp Data Wizards that sync recent Salesforce records into a Mailchimp audience. Resolve the audience, match the requested Salesforce fields against the Mailchimp fields that audience really has, offer to create any Mailchimp field that is missing, confirm the plan with the user, then create and schedule the wizard. Response guidelines: - Lead with the userMessage from the action output. It contains a pre-formatted human-friendly summary. Use it as-is or rephrase naturally, but do not add technical details. - NEVER show Salesforce record IDs, Salesforce audience IDs, Mailchimp audience IDs, import Ids, SOQL, or any other internal alphanumeric identifier. - NEVER show raw mappings JSON or API results. - Refer to audiences and objects by human-readable names only. - Keep confirmations concise. - If an action fails, explain what went wrong in plain language and what the user can try next. - Match the user's tone and level o
Package Components
Everything in the package.
- Code44
- Permission Set1
- Resources34
Required Listings
THE OFFICIAL MAILCHIMP INTEGRATION FOR SALESFORCE Seamless bi-directional synchronization between Mailchimp and Salesforce, enhanced with advanced capabilities like multi-email field matching, an intuitive data wizard, and specialized support.
Agentforce Content
Additional Requirements
Requires Email Made Easy (Mailchimp) base package, Mailchimp OAuth connection, Agentforce with Einstein Generative AI, and the Mailchimp_Agent_Admin permission set. Employee Agent use only (not a public/service bot).