Agile ConnectLink™
There are two buttons/Lightning actions available for accounts and contacts: ConnectLink Account Matching and ConnectLink Contact Matching. Note: For the account matching to function there needs to be a name and a state (either in the standard Billing or Shipping address fields).
If an account has a ConnectLink key already and you use the matching button/action the institution that matches the key will not be shown – a suggestion that the user use the “ConnectLink Sync” function will be displayed as that will pull in the newest data.
If a matching record already exists, the page will give you an option to “View” the existing record and decide whether to Merge the two.
When the user clicks “Sync/Merge” with a record that already exists in the Salesforce database, three things happen:
Speak with a Consultant | 866.782.0241 x 108 | [email protected]
© 2023 Agile Education Marketing, All Rights Reserved
We’re here ready to answer your questions! Share a little information with us below and one of our Agile experts will be in touch shortly.
We use cookies to give you the best online experience. Cookies keep our site secure and reliable. They allow us to personalize agile-ed.com to you and help us analyze how the site is used.
