Agile ConnectLink™ Installation
There are two buttons/Lightning actions available for accounts and contacts: ConnectLink Account Matching and ConnectLink Contact Matching. Note: For the account matching to function there needs to be a name and a state (either in the standard Billing or Shipping address fields).
If an account has a ConnectLink key already and you use the matching button/action the institution that matches the key will not be shown – a suggestion that the user use the “ConnectLink Sync” function will be displayed as that will pull in the newest data.
If a matching record already exists, the page will give you an option to “View” the existing record and decide whether to Merge the two.
When the user clicks “Sync/Merge” with a record that already exists in the Salesforce database, three things happen:
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