Integration of Mailchimp with Shopify and Salesforce

softwaredev999 commented 5 months ago

This issue outlines the steps required to integrate Mailchimp with Shopify and Salesforce, followed by testing the data flow and validating the integration. The integration aims to streamline the customer and audience data synchronization between these platforms to enhance marketing and sales processes.

Outline and Plan:

Part 1: Install and Configure Mailchimp App in Shopify

Objective:

To connect Shopify with Mailchimp to facilitate the synchronization of customer data.

Steps:

Visit the Mailchimp support page: Connect Shopify.
Follow the instructions to install the Mailchimp app in Shopify.
Configure the app settings to ensure proper synchronization of customer data.

Expected Outcome:

Successful connection between Shopify and Mailchimp.
Customer data from Shopify is synced with Mailchimp audience.

Part 2: Install and Configure Mailchimp App in Salesforce

Objective:

To connect Salesforce with Mailchimp to enable the synchronization of audience data.

Steps:

Visit the Mailchimp support page: Connect Mailchimp for Salesforce.
Follow the instructions to install the Mailchimp app in Salesforce.
Configure the app settings to ensure proper synchronization of audience data.

Expected Outcome:

Successful connection between Salesforce and Mailchimp.
Mailchimp audience data is synced with Salesforce as members and leads.

Part 3: Test Shopify -> Mailchimp -> Salesforce Flow

Objective:

To verify the data flow from Shopify to Mailchimp and then to Salesforce.

Steps:

Add a customer in Shopify.
Check that the customer information is synced to the Mailchimp audience.
Verify that a Mailchimp member is created in Salesforce after the sync run.
Ensure that a lead is created in Salesforce.

Expected Outcome:

The customer data from Shopify is correctly synced to Mailchimp.
The Mailchimp member is created in Salesforce.
A new lead is generated in Salesforce based on the Mailchimp member data.

Part 4: Test Mailchimp -> Shopify and Salesforce Flow

Objective:

To verify the data flow from Mailchimp to Shopify and Salesforce.

Steps:

Add an audience member in Mailchimp.
Ensure that the audience information is synced to Shopify.
Check the synchronization of audience data with Salesforce.

Expected Outcome:

The audience data from Mailchimp is correctly synced to Shopify.
The audience data is also correctly synced to Salesforce.

Part 5: In Salesforce, Create a Flow to Automatically Create a Contact and an Account for Each Lead

Part 6: End-to-End Testing and Validation

Objective:

To validate the entire integration process and ensure data integrity and accuracy.

Steps:

Validate that the customer and audience data are correctly synchronized between all three platforms (Shopify, Mailchimp, Salesforce).
Ensure that no data discrepancies exist and the synchronization is seamless.
Perform edge case testing to verify the robustness of the integration.

Expected Outcome:

The data flow and synchronization between Shopify, Mailchimp, and Salesforce are validated and confirmed to be accurate and reliable.
The integration setup is robust and handles various scenarios without data loss or errors.

Acceptance Criteria:

Successful installation and configuration of Mailchimp apps in both Shopify and Salesforce.
Verified data synchronization flows from Shopify to Mailchimp to Salesforce and vice versa.
Validated integration with no data discrepancies and robust handling of edge cases.

softwaredev999 commented 5 months ago

Part 1: Install and Configure Mailchimp App in Shopify Screenshots

softwaredev999 commented 5 months ago

Part 2: Install and Configure Mailchimp App in Salesforce Screenshots

softwaredev999 commented 5 months ago

When I add an audience in Mailchimp, I expect the audience to be synced to Salesforce and then a lead to be created based on the settings. However, the lead is not being created.

softwaredev999 commented 5 months ago

When I add an audience in Mailchimp, I expect the audience to be synced to Salesforce and then a lead to be created based on the settings. However, the lead is not being created.

After deactivating the custom triggers, leads are being created automatically as expected after the members' information is synced from Mailchimp.

softwaredev999 commented 5 months ago

Part 3: Test Shopify -> Mailchimp -> Salesforce Flow Screenshots

softwaredev999 commented 5 months ago

What works:

Added a customer in Shopify. The customer's information is automatically synced to Mailchimp. Synced the customer's information to Salesforce after the sync run. Automatically created a lead in Salesforce using the customer's information.

Next step:

In Salesforce, update the field mapping and automatically add a contact using the customer's information.

softwaredev999 commented 5 months ago

I updated the field mapping between Mailchimp and Lead objects.

I created a record-triggered flow that creates or updates a contact upon the creation or update of a lead.

softwaredev999 commented 5 months ago

Next step:

Test the flow by creating more leads to ensure the correct data flows to the Contact object.

softwaredev999 commented 2 months ago

I successfully set up the integration between Mailchimp, Salesforce, and Shopify in the HOS sandbox.

What has been done:

Part 1: Install and Configure Mailchimp App in Shopify Part 2: Install and Configure Mailchimp App in Salesforce (Lead creation configuration is not done yet) Part 3: Test Shopify -> Mailchimp -> Salesforce Flow

The integration flow is as follows:

Shopify Customer -> Mailchimp Audience -> Salesforce Audience

To test:

Add a customer in Shopify.
Verify that the customer information is synced with Mailchimp(See 'Colombia Pike' audience).
Ensure that the customer information is also synced with Salesforce after a refresh(See 'Colombia Pike' audience).

Please take a look at the screenshots above.

What needs to be done next:

Part 2: Install and Configure Mailchimp App in Salesforce (Configure to create a lead in Salesforce for each audience) Part 5: In Salesforce, Create a Flow to Automatically Create a Contact and an Account for Each Lead Part 6: End-to-End Testing and Validation

Convert the audience data to Lead -> Account -> Contact.

HOS-zz commented 2 months ago

@softwaredev999 Hey Safi, I'm going to dedicate sometime this week. Ideally I won't break anything if I change the store type within Shopify

softwaredev999 commented 2 months ago

@HOS-zz Hey Tim, Please proceed if you need to change the store type. We’ll test the integration afterward. It should be fine, but if there are any issues, I’ll check it out.

HOS-zz commented 2 months ago

Hey @softwaredev999, Did I break it by adding inventory?

https://dbm000003mcatea4-dev-ed.develop.my.salesforce-sites.com/shopifysalesforce/services/apexrest/wk_shopify/inventory_level

softwaredev999 commented 2 months ago

@HOS-zz I tested the integration again, and everything worked fine. I’ll check the webhook error.

softwaredev999 commented 2 months ago

@HOS-zz

Part 2: Install and Configure Mailchimp App in Salesforce (Configure to create a lead in Salesforce for each audience)

I partially mapped the fields between Mailchimp and Lead fields. Currently, a lead is created for every audience synced to Salesforce. Work is still in progress.

softwaredev999 commented 1 month ago

@HOS-zz The Mailchimp organization field is mapped to the Lead company field, and it works when a member is first synced with Salesforce. However, if you update the organization name in Mailchimp, it still syncs to Salesforce, but the existing lead doesn't get updated. I might need to write a flow to update the lead when a member is updated in Mailchimp.

softwaredev999 commented 1 month ago

The next step is to work on part 5: creating a flow in Salesforce to automatically create a Contact and an Account for each Lead.

softwaredev999 commented 1 month ago

@HOS-zz In the HOS sandbox, I created a flow that triggers when a lead is created or updated. If the contact exists, it updates the contact;if the contact doesn't exist, it creates a contact using the lead record. I tested the flow and it worked, but I believe more end-to-end testing needs to be completed.

The flow is also supposed to create an account using the lead record, but it seems there is already another flow doing that.

The next step is to conduct more end-to-end testing to ensure the flow works and make updates as needed.

softwaredev999 commented 1 month ago

@HOS-zz I worked on part 5: creating a flow in Salesforce to automatically create a Contact and an Account for each Lead.

I updated the flow. Previously, the flow triggered every time a lead was created or updated without any conditions. The updated flow triggers when a lead is created or updated using an email address from the Mailchimp member table.

Details:

Create a record type for the Contact object in Salesforce.
Copy the ID of the new record type for later use.
Set up the flow to trigger when a lead is created or updated in Salesforce.
In the flow, retrieve the corresponding Mailchimp record using the lead email address.
Check if the Mailchimp record exists in the Salesforce for the lead:
- If no Mailchimp record is found, the flow ends.
- if a Mailchimp record is found, proceed to the next step.
Get the associated Contact record in Salesforce, if any, using the email address.
Check if the contact record exists.
- If the Contact exists, update the contact with information from the lead.
- If the Contact does not exist, create a new contact using the Lead information, applying the record type ID copied earlier.

Flow name: Create Contact from Mailchimp Audience

softwaredev999 / mailchimp-shopify-salesforce