USER GUIDE

Don’t forget about accounts/contacts that you do business with! Agile offers to manage all of your existing records outside your data license.

• 25%+ turnover year over year in education.
• Know new/current job roles.
• Quickly identify domain changes.
• Get status updates.

These records are beneficial for several reasons:

• You’ll still have all the other contact information to contact these personnel via postal or telephone.
• If one of your team obtains the email address before we do, they will have a record with a ConnectLink key to add that information to, rather than inputting the entire record.  That saves time for your team and reduces duplication.
• Confusion/concern is reduced – we do not want to create the impression that any institution does not have a particular role, or that Agile does not have someone in that role at that institution, when we were only missing the email address for the contact.
• If an email address becomes inactive (due to a domain change, hard bounce, etc.), the personnel record will not revert to Unlicensed status.
• Including records without an email address will ensure inactive personnel show up as Inactive instead of Unlicensed, since we remove the email address for all inactive personnel. 

• To import new or missing accounts in your license, use the Import All Missing Institutions Action item on the ConnectLink Setup tab.

• You can also search and import accounts one at a time on the Search tab.

For more information, see the Search Tab page.

• DON’T purge personnel or accounts with opportunities/tasks/notes/etc. associated.
• When prospecting/marketing, exclude inactive personnel from the lists.

For records created by end users, click the ConnectLink Account/Contact Matching button to append a ConnectLink Key and update the new record.

For more information, see the Matching Accounts and Contacts page.

Related Contacts: 
Display on Accounts layouts. Include ConnectLink Status, ConnectLink Roles, and ConnectLink Inactive Roles. If you display the email address, include the ConnectLink Email Hard Bounce field.

Related Accounts:
Display on Contacts layouts. Include ConnectLink Roles and ConnectLink Inactive Roles. Make sure the Direct checkbox is displayed to indicate the primary relationship.

Note: If you’re having trouble finding the ConnectLink fields to add to the related list, make sure you’re looking at Related Accounts or Related Contacts (not Accounts or Contacts). 

When running title-based reports, use the ConnectLink Roles to account for people with multiple roles.

• Instead of using standard Salesforce account deduplication rules, use these criteria to create custom rules in order to make the app run more effectively. See image below for an example of what Salesforce identifies as duplicates with the standard duplicate rules.
  • NCES LEAID is the same AND RECORD_TYPE_TEXT = District WITH condition that RECORD_TYPE_TEXT = District
  • OR SCHNO is the same AND RECORD_TYPE_TEXT = Building WITH condition that RECORD_TYPE_TEXT = Building
  • OR FILE_TYPE_TEXT is the same AND RECORD_TYPE_TEXT is the same AND PHONE is the same AND MAILING_ADDR1_PROPER is the same

• Standard Salesforce account deduplication rules: