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Agile ConnectLink™ User Guide

Step-by-Step Instructions

agileinsight match

Export Files: Full exports of Accounts, Contacts, and Leads (if you use them).

    • From Setup, enter Data Export in the Quick Find box, then select Data Export and Export Now (see screen captures below).
    • Keep the default encoding for the export file.
    • Select Replace carriage returns with spaces to have spaces instead of carriage returns or line breaks in your export files.
    • Under Exported Data, select Account and Contact.
    • Click Start Export.
    • Salesforce creates a zip archive of CSV files and emails you when it’s ready. Follow the link in the email or click Data Export to download the zip file. Zip files are deleted 48 hours after the email is sent. Do not modify the exported files before loading into AgileInsight.

Account and Contacts Match

  • Login to AgileInsight and start the match of your Accounts & Contacts. Accept terms and enter a name for the match.
  • File Upload
    • Choose Relational for the Content Type.
    • Upload both the Accounts and Contacts files
  • Proceed to Field Mapping
    • Institution Fields
      • Make sure your Accounts file is selected.
      • Map all fields that you have available.
      • Make sure to map the agileed__AgileEd_Key__c (ConnectLink Key) to the Agile Institution UID
    • Personnel Fields
      • Make sure your Contacts file is selected.
      • Map all fields that you have available.
      • Make sure to map the agileed__AgileEd_Key__c (ConnectLink Key) to the Agile Personnel UID
    • Once you’ve mapped all fields, continue with data verification, and then review the sample of your uploaded data. Make sure to click Start Match on the review page. After your match is successfully submitted, it will return you to the home page.
  •  

Leads Match

  • If you do not use Leads, skip to the next section.
  • Start a second match for your Leads. Accept terms and enter a name for the match.
  • File Upload
    • Choose Combined as the Content Type.
    • Upload the Leads file.
  • Proceed to Field Mapping
    • Institution Fields
      • Map all fields that you have available.
      • The agileed__AgileEd_Key__c (ConnectLink Key) should not be mapped in the Institution section – the ConnectLink Key on the Leads file should only be mapped in the Personnel section.
    • Personnel Fields
      • Map all fields that you have available.
      • Make sure to map the agileed__AgileEd_Key__c (ConnectLink Key) to the Agile Personnel UID
    • Once you’ve mapped all fields, continue with data verification, and then review the sample of your uploaded data. Make sure to click Start Match on the review page. After your match is successfully submitted, it will return you to the home page.

Verify Both Matches Have Been Submitted

    • You should end up on the home screen with both matches saying Match in Progress.
    • After the matches finish, the statuses will change to Match Success, and you’ll be able to view your preliminary data health reports.
    • After your matches are complete, we will review your match results to make sure everything looks good and send instructions with the next steps.
    • In the meantime, you can start thinking about the criteria you want us to use to assign ConnectLink Keys to duplicate records.

After the match is complete, you will be able to see a health report directly in AgileInsight. Additionally, our Database Services team will provide a list of possible duplicates that they have identified. Since the ConnectLink Key is a unique identifier in Salesforce, only one record can have a single key. Typically, our clients will develop criteria for how to assign the ConnectLink Key. 

Duplicate criteria are the guidelines we use to decide which record will be assigned the ConnectLink Key. You can use multiple criteria, and you can decide your criteria based on any columns provided to us. below are some commonly used criteria as a starting point:

Accounts

  • Choose the account that has an id for an external website/system (please specify the field)
  • Choose the account with a phone number
  • Choose the account based on created date, activity date, or last modified date (please specify date field and whether to choose newest or oldest)
  • Choose the account with the most address fields populated (please specify which fields)
  • Choose the account with the highest match score

 

Contacts or Leads

  • Choose the contact whose email address is the same as the Agile email address
  • Choose the contact whose email address field is not blank
  • Choose a contact based on created date, activity date, or last modified date (please specify date field and whether to choose newest or oldest)
  • Choose the contact that has an id for an external website/system (please specify the field)
  • Choose the contact with the highest match score

 

Note: No records will be merged or deleted in your Salesforce org.

After receiving duplicate criteria, our Database Services will provide “Load Files” that can be imported into Salesforce to append the ConnectLink Key to each record.

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

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