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Agile ConnectLink™
Education Data Integration App
Overview
Agile's Salesforce® data integration apps saves hundreds of hours and all the hassles of importing Agile Education Marketing data into Salesforce®. With Agile ConnectLink, you can keep your system up-to-date with a simple click of a button.
See How Agile ConnectLink™ Works
Eliminate the hassle and headaches of importing and updating education information.
Ensure your sales and marketing teams have the most recent accounts, contacts, phone numbers and email addresses.
Execute more effective marketing campaigns based on Agile's extensive demographics.
If your company licenses Agile's data, Agile ConnectLink simplifies the data import and update process. ConnectLink works seamlessly within Salesforce® to keep account, contacts, addresses, phone numbers, e-mail addresses, and any demographics you select in sync with updates to Agile’s database. How does it work? The process is simple and once you set-up your import rules you can literally update Salesforce® with a single click of your mouse or through scheduled updates. To get set-up: - Export the customer and lead data currently in Salesforce®. - Agile will compare your file to the EdConnect™ database to identify matches between your data and ours. - We’ll return the data to you with a new Agile unique identification number appended to all the records that matched our database. - Install the Agile ConnectLink app. - Map your Salesforce® fields to Agile’s fields and determine your import rules, including whose data takes priority when updates are available. Once the initial set-up is done, a Salesforce® admin simply decides when to sync with the Agile database and clicks a button within Salesforce®. The updates occur automatically. No hassle. No headaches.
Categories
- Business Needs
- Integration
- Industries
- Education
- Personas
- Educator
- FeaturesLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Editable CodeThis product is installed as an unmanaged package in your Salesforce org and its code is available to view and modify.
- Lightning ReadyEditable Code
