Thank you for choosing Agile’s ConnectLink™ SalesForce integration application. These instructions should encompass everything you need to get started, but if questions arise at any time, please contact your Agile Account Manager for additional support.
To install in a Sandbox environment, use this link: https://test.salesforce.com/packaging/installPackage.apexp?p0=04t5d000000ghW6&isdtp=p
You’ll need to add the ConnectLink Key, Parent Key, and ConnectLink Status fields to your account layout in Salesforce to support the ConnectLink integration. The ConnectLink Key and ConnectLink Status needs to be added to the contact layout as well. Lastly, the ConnectLink Sync, ConnectLink Matching, and Report CL Data Problem custom buttons should be added to both the account layout as well as the contact layout.
A = Number of Account
C = Number of Contacts
O = Number of Objects
A + C = O
O x 2 KB = Number of KB needed to accommodate the new data
Example: 10,000 Account; 25,000 Contacts
10,000 + 25,000 = 35,000 Objects
35,000 x 2 KB = 70,000 KB
70 MB Required
The application will only import a portion of the additional data if there is insufficient storage available.
Agile is available to help walk you through these steps and answer any questions that ar
With version 4.6 of ConnectLink we are introducing several new features that have been requested by our users.
There is a section for mapping the Lead Fields.
This section is used to map any of the fields in the lead object that you’d like to update from your Agile data license. You’ll notice that these fields contain information on both the individual as well as the institution. It’s important to populate both so that when a Lead is converted to an Account/Contact the fields can carry over to aid further contact with the school or individual.
This section is used to map any of the fields in the lead object that you’d like to update from your Agile data license. You’ll notice that these fields contain information on both the individual as well as the institution. It’s important to populate both so that when a Lead is converted to an Account/Contact the fields can carry over to aid further contact with the school or individual.
There are also options on the “Actions” menu allowing the administrator to determine if new educators are to be inserted as Contacts or Leads. If you select “Import New Educators as Leads” then any prospects that are not related to an existing account will be added as leads. New educators that are related to existing Account will continue to be added as new Contacts for those Account.
When the user clicks “Sync/Merge” with a record that already exists in the SF database 2 things happen.
If there is a record that is matched in the database that is not part of the subscription of the client a message will display informing the user that it is not part of their subscription and only minimal data will be applied (the key will be added, name updated and in some cases address information).
Update License Data
Bring in all licensed fields to be used for mapping.
Bulk Update
Update all accounts and contacts that have been updated on Agile’s database since the last bulk update.
Bulk Update All
Update all accounts and contacts regardless of when they were last updated.
Turn Off Automatic (account hierarchy)
Disables automatic re-parenting of existing accounts based on Agile’s data.
Re-Parent All
Re-parents accounts per Agile’s standard hierarchy, this is also performed during Bulk Update All
Turn Off Automatic (contact hierarchy)
Relates the contact to the correct account(s) when performing updates.
Block New Educators
This determines whether new contacts are imported with updates or if only existing contacts get updated.
Allow New Educators
Enables/Disables the creation of Contacts or Leads depending on the other configuration choices.
Enable/Disable Leads
Enables the sync(s) to update leads as well as allow for new educator records to be created as leads.
Bulk Match Lead Emails
Goes over all existing leads that do not have agile keys and attempts to set a key to them via an exact match on email.
Import Missing Leads
Batch job that imports leads that do not belong to any accounts that are currently in the system (will not create accounts, will create leads with no account attached).
Import New Educators as Leads
Toggle to have the app import educators either as Leads or Contacts.
Clean Mappings (field mappings)
Removes any unlicensed fields from mapped fields.
Possible Duplicates
During the match process, multiple records may match to the same account, contact, or lead. They are considered possible duplicates because we base these results off fuzzy matching algorithms and may include records that are intentional duplicates.
New Institutions
Tab that allows bulk import of institutions that have been added to the Agile database since the last date the import was run.
Search tab
Tab that allows a single institution import based on user search.
Report CL Data Problem
Button that allows the user to report a data problem directly to our data compilation team.
ConnectLink Account Matching
Button that allows a user to match an account to the AgileEd database and append a ConnectLink Key to the record.
ConnectLink Contact Matching
Button that allows a user to match a contact to the AgileEd database and append a ConnectLink Key to the record.
How can you re-order the selection screen that pops up when you click ConnectLink Sync button?
You cannot change the order of these fields; they show up in alphabetical order.
Is there a way to edit a current mapping?
Delete and start over is currently the only option available.
How can I assign a ConnectLink Key to a record that doesn’t have one?
You can use the ConnectLink Account/Contact/Lead matching button to import a ConnectLink Key.
How do we add new accounts from Agile into SFDC?
You can use the New Institutions tab or the Search tab to import new accounts.
Can we add educators in as Leads?
Yes, ConnectLink has the option to integrate with the lead object.
What is the difference between Bulk Update and Bulk Update All?
Bulk Update All updates all Institutions and Personnel that are part of the licensed data set. Bulk Update will update accounts and contacts that have been updated on Agile’s database since the last bulk update.
How long does it take for the update to complete, is there a progress indicator? How will we know when the job is completed?
The update will probably take 6-24 hours in total, depending on the speed of the writes into Salesforce and other factors. The update process will spawn a series of Apex Jobs and you can see the progress of the individual batches. You will receive an email once the update is complete.
Should I install the package for all users?
Yes!
How do we restrict permissions?
You can hide either the tabs or the entire app based on profile.
What does the Prefer menu mean?
When the preference is set to “Agile Ed” or “Choose Agile Ed” the Agile data is preferred over the current information in Salesforce. For individual account or contact updates, the “Choose” option allows the individual user to select from the two options and determine whether to overwrite the existing Salesforce data with the Agile data. For bulk updates the “Choose” option is ignored. For “Salesforce” and “Choose Salesforce” the Agile data is used only to fill empty fields. The “Choose” option is only available for single record updates.
How do I grant login access?
See step by step instructions here: https://help.salesforce.com/articleView?id=granting_login_access.htm&type=5
Can more than one account, contact or lead have the same ConnectLink Key?
No, the ConnectLink Key is a unique identifier and may not be assigned to more than one account, contact
or lead.
Can a lead and a contact have the same ConnectLink Key?
Yes, a single ConnectLink Key can be assigned to a lead and a contact.
Duplicate accounts/contacts not updating?
Duplicate accounts and contacts may not update if you have duplicate rules turned on and set to notify when created or updated. This can be resolved by either turning off the duplicate detection rule prior to running updates or by adjusting the settings to only alert upon creation. If this occurs, either Account Name:DUPLICATES_DETECTED or Contact:DUPLICATES_DETECTED will appear in the Batch Update Errors.
Can I schedule bulk updates?
Yes! You can schedule bulk updates in Apex Classes. See the Scheduling Bulk Updates section for more detailed instructions.
Does Agile overwrite existing data with blank or NULL values?
No. If data exists in a field and Agile doesn’t have a value for that data element, Agile will not overwrite the data with a blank value, regardless of the mapping preference.
Don’t forget about accounts/contacts that you do business with!
Import new institutions.
Closed/inactive records.
Have ConnectLink Roles and ConnectLink Inactive Roles visible in related accounts/contacts object.
Enable Match Educator Records on Email Address and map email address to the standard email address field for contacts (even if you want to set the preference to Salesforce). This allows the Match Educators on Email Address setting to work properly.
Install the latest version for additional functionality.
Schedule Bulk Updates weekly.
Agile has secondary K-12 hierarchies.
Custom deduplication recommendation.
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