Agile ConnectLink™
In the Version 4.8 release, we introduced two new permission sets and provided updated security recommendations.
The two permission sets included with the integration are: ConnectLink Admin and ConnectLink User. Read on for more details.
Permission sets are collections of settings and permissions that grant users additional access beyond their profiles, allowing for flexible and granular access control.
Current Salesforce security standards for managed packages require that included components comply with the Platform Sharing Architecture. This means most code must now honor your organization’s sharing rules. Exceptions where the model could not be fully applied were documented and approved during the AppExchange Security Review. ConnectLink passed its latest review on 8/30/2025.
Access to the package’s fields and functionality is granted through permission sets.
To comply with Salesforce security standards, we recommend installing ConnectLink for admins only and using permission sets to grant access to users or profiles that will use the app.
System Administrators do not need permission sets to use ConnectLink, since they already have the highest level of access.
If you opt to install for all users instead, only certain portions of this FAQ will apply.
Yes, unfortunately, managed package upgrades don’t revert previously granted permissions. Additional steps are required if you previously installed for all users and are now installing for admins only.
The privileges you’ll want to revoke are the ones granted by the ConnectLink Admin Permission Set. The sections that contain privileges granted are: Assigned Apps, Object Settings, Apex Class Access, Visualforce Page Access, and Custom Settings Definitions. Once this process has been completed, appropriate privileges can be granted (continue reading for further details).
NOTE: Simply granting the ConnectLink User Permission Set to users or profiles will not revoke any existing privileges.
ConnectLink provides two permission sets:
The ConnectLink Admin permission set grants access to all package components. Salesforce managed packages cannot grant access to components outside their scope.
Additional permissions may be required to:
The ConnectLink User permission set provides access to all package fields in the agileed namespace.
It also allows the use of the following buttons:
Additional field access may be required to perform ConnectLink Sync and Report Data Problem operations correctly.
Non-System Administrator users will likely need additional permissions for full functionality. Below are the recommended permissions; however, depending on your organization’s policies, granting all of them may not be possible or desirable.
ConnectLink Users
ConnectLink Admins
Warning: This grants access to all dashboards in Public Folders. Warning: This grants access to all reports in Public Folders. Warning: This permission grants extensive privileges (see User capabilities with ‘Customize Application’ Profile permission).Follow these steps to grant permissions safely and efficiently:
Important: This grants extensive permissions. See the previous question: Do I need additional permissions that ConnectLink does not provide?No. The subscriber cannot customize permission sets that belong to a managed package.
During ConnectLink upgrades, permissions included in the ConnectLink Admin and/or ConnectLink User permission sets may be added, modified, or removed.
Generally, new privileges are added only when required for new functionality.
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