Agile ConnectLink™

USER GUIDE

ConnectLink Audit

We recommend a ConnectLink Audit every 12-18 months. We’ll review your settings, field mappings, scheduled jobs, page layouts, and other relevant configurations, and compare them to our best practices. During a call, we will review the results together. Afterwards, you will receive a PDF outlining our findings and any recommended actions.

We’ll review:

  • ConnectLink version
  • Dashboards
  • Batch Update Errors
  • ConnectLink Settings
  • Field mappings
  • Page layouts
  • Scheduled jobs and job history
  • Custom Settings for the integration
  • Permissions
  • Various statuses and counts for records with a ConnectLink Key

Estimated Time: less than 2 minutes to grant login access, 30-45 minutes for the audit review call

To get started, have a Salesforce admin grant support login access to Agile Education Marketing and email your account manager and the integrations team to confirm we have access. Usually, a week is enough time for us to complete the audit.

Speak with a Consultant     |     866.782.0241 x 108     |     [email protected]

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education expertise matters

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education expertise matters

Consultation
Request

education expertise matters

Consultation
Request