Agile ConnectLink™ User Guide
Export Files: Full exports of Accounts, Contacts, and Leads (if you use them).
Account and Contacts Match
Verify Both Matches Have Been Submitted
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:
Contacts or Leads
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.
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