Agile ConnectLink™

Additional Details

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.