USER GUIDE

ConnectLink allows you to control which fields the Agile data flows into during syncs and which dataset takes preference.

On the ConnectLink Setup tab, you can map data into standard or custom fields in the Account and Contact objects. If you’ve enabled Leads in the Settings menu, you can also map data for Leads.

Updating Data with ConnectLink

There are three ways to update records with Agile data:

• The Updates menu on the ConnectLink Setup tab
• Scheduled Bulk Updates
• The ConnectLink Sync button for an individual record

Your field mapping preferences are used for all scheduled or on-demand Bulk Updates. 

When syncing an individual record using the ConnectLink Sync button, a preview appears with the existing Salesforce value and the Agile value for each field. A checkbox indicates which data will be populated after the sync. Users can change the selection for one or multiple fields. If no changes are made, the preferences selected in the ConnectLink Setup tab will be used. 

Which Records are Updated?

The integration can only update records with a valid ConnectLink Key.

Mapped fields are only updated for records with a ConnectLink Status of A (Active), with one exception. If the Agile Ed Null Overwrite preference is selected, the mapped email address will be updated to null for inactive personnel.

If any of the following are true, mapped fields will not be updated:

• ConnectLink Do Not Update checkbox is checked
• ConnectLink Status = U (Unlicensed)
• ConnectLink Status = C or I (Closed or Inactive)

Note: Some integration-created fields will be updated for all records with a valid ConnectLink Key, including the ConnectLink Status, ConnectLink Licensed Status, and ConnectLink Last Sync Date.

Preferences

Important: To avoid frustration, ensure users have a place to store important information, such as email addresses or phone numbers, that the integration will not overwrite. If needed, map the data twice: once set to prefer Agile (with or without Null Overwrite) and once set to prefer Salesforce. We don’t recommend using the Agile Ed preferences for fields that users populate with self-gathered information, since the integration may overwrite the data. 

Three options are available in the Prefer drop-down menu.

1) Agile Ed Null Overwrite

• Overwrites existing data with Agile data
• If the Agile data is null, the existing data will be removed

2) Agile Ed

• Overwrites existing data with Agile data
• If the Agile data is null, the existing data will not be removed

3) Salesforce 

• Existing data will not be overwritten
• If the field is empty, it will be populated with Agile data
• Note: if we populate an empty field, we will not update it further, unless it becomes empty again

We retired the Choose Agile Ed and Choose Salesforce options starting in version 4.8. If these were previously selected in your org, you may still see them. No change is required, but those options will no longer be available when you add new mappings or edit existing mappings.