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Agile ConnectLink™ User Guide
Congratulations on your ConnectLink™ subscription! This application connects your Salesforce® org to Agile’s database, enabling you to receive updated information directly where and when you need it.
This guide is designed to be a handy source for of information about how ConnectLink™ and Salesforce® work together, and what that means for you.
ConnectLink™ is brought to you by Agile Education Marketing. The only exclusive-to-education data provider; Agile compiles and maintains a comprehensive database of institutions and personnel in public, private, and Catholic schools and districts, as well as higher education, childcare, and libraries. Our unique, rigorous data validation method and year-round, universal update processes ensure that our clients have accurate and timely institution, contact, and demographic information.
As a frequent Salesforce® user, you will notice some new data and added functionality to help you become more productive and efficient. This guide will help you understand these changes and how to get the most out of your licensed data.
What can ConnectLink™ can do for you.
As the first—and longest running—native education data Salesforce® App, Agile’s ConnectLink™ is easily accessed via the Salesforce® user interface. ConnectLink™ provides organizations with the most comprehensive, streamlined, and secure CRM integration available. Update your data with one click to ensure you have the most current and accurate information to effectively execute campaigns.
Here is a quick video overview of ConnectLink™ and how it can help you.
How does it work?
During the on-boarding process, we matched your Salesforce® data to the Agile database and appended Agile’s unique identifier, the Connectlink™ Key. This creates the connection between your data and Agile so that your records can be updated.
When an update is run, Connectlink™ imports licensed personnel records that are not already in Salesforce®. Your Salesforce® admin determines whether new personnel are imported as contacts or leads. They will also determine the schedule for data Syncs to fit your needs. The update also checks existing records with a Connectlink™ Key to see if any fields should be populated or updated.
ConnectLink™ does not delete any records.
Your Licensing management team has selected which data is included in your license. This includes personnel, institutions, and data points. More information on unlicensed records and how we can help manage your unlicensed data can be found below.
What is in your license?
Each company is unique. Your company has licensed a data set from Agile specifically determined to address needs for your sales and marketing teams’ plans and leadership analytics. During the term of the agreement, the data licensed from Agile may be used by your company for marketing campaigns, for sales and service staff to communicate with customers and prospects, for internal tracking and analysis, etc. It may not be sold or shared with other companies.
Your Agile account team can share a brief description of your company’s license so you can better understand the data that is made available to you in Salesforce® via ConnectLink™. The description may contain the following:
Licensed vs. unlicensed records
Records in Salesforce® that do not meet the specifications of your company’s license are unlicensed. Your license managing team has already determine whether or not your unlicensed records are going to be managed/updated. Unlicensed records may be handled in the following ways:
How do you make the most of ConnectLink™?
ConnectLink™, when used effectively, can save you time and effort and improve the accuracy of your Salesforce® database. That means you can spend more time selling your company’s solutions, delivering excellent account support, and efficiently creating reports for outreach and analysis.
How does ConnectLink™ update Salesforce® records?
Bulk Updates: Your Salesforce® admin can schedule bulk updates that will sync all Salesforce® records with ConnectLink™ Keys. The bulk update will pull information from Agile to update each record when data/fields change for a specific institution or educator. All changes and new records that Agile captures are loaded weekly—check with your Salesforce® admin to determine how often ConnectLink™ bulk updates are run.
Individual Records: If you are working with a record that has a ConnectLink™ Key, you can use the ConnectLink™ Sync button to make sure that the record is up to date.
Adding new accounts, contacts, and leads
With the ConnectLink™ subscription, you now have access to a set of records that were licensed by your company.
Before adding a new record to Salesforce®, follow these instructions:
Understanding the related accounts and contacts objects
An educator may be associated with multiple institutions. For example, a principal may also serve as a curriculum coordinator for their district, or a social worker may serve in more than one school. When you are looking at an account record, you can view all the contacts that are related to that account. When you are looking at a contact record, you can view all the accounts that are related to that contact—even if they are for past roles—such as for a district director who was previously an assistant principal at a school in that district, these fields are called ConnectLink™ Roles and ConnectLink™ Inactive Roles.
ConnectLink™ Inactive Roles: Previous roles that the contact has held at the related institution. Note: Only previous roles that are licensed (and previously in your org) will be displayed.
ConnectLink™ Roles: Current roles that the contact holds at the related institution. Note: Only includes active, licensed roles.
Report ConnectLink™ Data Problem
Do Not Update Hierarchy Checkbox on Account, Contact, and Lead Records
Email Hard Bounce Checkbox on Contact and Lead Records
Do Not Update Flag
◊ This should be used very sparingly! There are certain use cases for temporarily checking the “Do Not Update” button but do not forget to uncheck it when done. To ensure your data updates are not compromised by forgetting the uncheck step, we recommended that your Salesforce® administrator remove the checked Do Not Update Flag on records that have not been updated in the past two months.
Why would you use this flag?
Why would you remove it?
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ConnectLink™ Status
Dashboards
Email Hard Bounce
Agile Data Dictionary
Download it here.
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