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Agile ConnectLink™

Education Data Integration App

Overview

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
Features
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Editable Code
This product is installed as an unmanaged package in your Salesforce org and its code is available to view and modify.
Lightning Ready
Editable Code