{"id":6240,"date":"2023-01-15T18:24:55","date_gmt":"2023-01-16T01:24:55","guid":{"rendered":"https:\/\/agile-ed.com\/?page_id=6240"},"modified":"2025-08-21T15:37:20","modified_gmt":"2025-08-21T21:37:20","slug":"connectlink-installation-guide","status":"publish","type":"page","link":"https:\/\/agile-ed.com\/connectlink-installation-guide\/","title":{"rendered":"ConnectLink Installation Instructions"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-page\" data-elementor-id=\"6240\" class=\"elementor elementor-6240\" data-elementor-post-type=\"page\">\n\t\t\t\t\t\t<section data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-section elementor-top-section elementor-element elementor-element-2f70686d elementor-section-height-min-height elementor-section-boxed elementor-section-height-default elementor-section-items-middle\" data-id=\"2f70686d\" data-element_type=\"section\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t\t\t<div class=\"elementor-background-overlay\"><\/div>\n\t\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-78638a01\" data-id=\"78638a01\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-50641a92 elementor-widget elementor-widget-text-editor\" data-id=\"50641a92\" data-element_type=\"widget\" data-settings=\"{&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Agile ConnectLink\u2122 User Guide<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-47414cca elementor-widget elementor-widget-heading\" data-id=\"47414cca\" data-element_type=\"widget\" data-settings=\"{&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h1 class=\"elementor-heading-title elementor-size-default\">Step-by-Step Instructions<\/h1>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-section elementor-top-section elementor-element elementor-element-5204f3bb elementor-section-height-min-height elementor-section-boxed elementor-section-height-default elementor-section-items-middle\" data-id=\"5204f3bb\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-29941aa\" data-id=\"29941aa\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-ff64f4f elementor-widget elementor-widget-spacer\" data-id=\"ff64f4f\" data-element_type=\"widget\" data-settings=\"{&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"spacer.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-spacer\">\n\t\t\t<div class=\"elementor-spacer-inner\"><\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-68a672d9 elementor-widget elementor-widget-image\" data-id=\"68a672d9\" data-element_type=\"widget\" data-settings=\"{&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img fetchpriority=\"high\" decoding=\"async\" width=\"768\" height=\"208\" src=\"https:\/\/agile-ed.com\/wp-content\/uploads\/2023\/05\/ConnectLink-Logo_a-768x208.png\" class=\"attachment-medium_large size-medium_large wp-image-8911\" alt=\"\" srcset=\"https:\/\/agile-ed.com\/wp-content\/uploads\/2023\/05\/ConnectLink-Logo_a-768x208.png 768w, https:\/\/agile-ed.com\/wp-content\/uploads\/2023\/05\/ConnectLink-Logo_a-300x81.png 300w, https:\/\/agile-ed.com\/wp-content\/uploads\/2023\/05\/ConnectLink-Logo_a-1024x277.png 1024w, https:\/\/agile-ed.com\/wp-content\/uploads\/2023\/05\/ConnectLink-Logo_a-1536x415.png 1536w, https:\/\/agile-ed.com\/wp-content\/uploads\/2023\/05\/ConnectLink-Logo_a-2048x554.png 2048w\" sizes=\"(max-width: 768px) 100vw, 768px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-section elementor-top-section elementor-element elementor-element-2cb6cd6a elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"2cb6cd6a\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-4202ded\" data-id=\"4202ded\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-37ae833e elementor-widget-divider--view-line elementor-widget elementor-widget-divider\" data-id=\"37ae833e\" data-element_type=\"widget\" data-settings=\"{&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"divider.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-divider\">\n\t\t\t<span class=\"elementor-divider-separator\">\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-6014c93 elementor-nav-menu__align-justify elementor-nav-menu__text-align-center elementor-widget__width-initial elementor-nav-menu--dropdown-tablet elementor-widget elementor-widget-nav-menu\" data-id=\"6014c93\" data-element_type=\"widget\" data-settings=\"{&quot;layout&quot;:&quot;horizontal&quot;,&quot;submenu_icon&quot;:{&quot;value&quot;:&quot;&lt;i class=\\&quot;fas fa-caret-down\\&quot; aria-hidden=\\&quot;true\\&quot;&gt;&lt;\\\/i&gt;&quot;,&quot;library&quot;:&quot;fa-solid&quot;},&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"nav-menu.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t<nav aria-label=\"Menu\" class=\"elementor-nav-menu--main elementor-nav-menu__container elementor-nav-menu--layout-horizontal e--pointer-background e--animation-fade\">\n\t\t\t\t<ul id=\"menu-1-6014c93\" class=\"elementor-nav-menu\"><li class=\"menu-item menu-item-type-post_type menu-item-object-page menu-item-has-children menu-item-8698\"><a href=\"https:\/\/agile-ed.com\/connectlink-installation-guide\/\" class=\"elementor-item\">Installation Instructions<\/a>\n<ul class=\"sub-menu elementor-nav-menu--dropdown\">\n\t<li class=\"menu-item menu-item-type-post_type menu-item-object-page menu-item-11976\"><a href=\"https:\/\/agile-ed.com\/connectlink-installation-guide\/connectlink-file-match\/\" class=\"elementor-sub-item\">ConnectLink File Match<\/a><\/li>\n\t<li class=\"menu-item menu-item-type-post_type menu-item-object-page menu-item-8697\"><a href=\"https:\/\/agile-ed.com\/connectlink-installation-guide\/connectlink-v4-6-release-notes\/\" class=\"elementor-sub-item\">Version 4.6 Release Notes<\/a><\/li>\n\t<li class=\"menu-item menu-item-type-post_type menu-item-object-page menu-item-11988\"><a href=\"https:\/\/agile-ed.com\/connectlink-installation-guide\/version-4-7-release-notes\/\" class=\"elementor-sub-item\">Version 4.7 Release Notes<\/a><\/li>\n<\/ul>\n<\/li>\n<li class=\"menu-item menu-item-type-post_type menu-item-object-page menu-item-has-children menu-item-9319\"><a href=\"https:\/\/agile-ed.com\/connectlink-installation-guide\/functionality\/\" class=\"elementor-item\">Functionality<\/a>\n<ul class=\"sub-menu elementor-nav-menu--dropdown\">\n\t<li class=\"menu-item menu-item-type-post_type menu-item-object-page menu-item-11987\"><a href=\"https:\/\/agile-ed.com\/connectlink-installation-guide\/functionality\/connectlink-dashboards\/\" class=\"elementor-sub-item\">ConnectLink Dashboards<\/a><\/li>\n\t<li class=\"menu-item menu-item-type-post_type menu-item-object-page menu-item-8907\"><a href=\"https:\/\/agile-ed.com\/connectlink-installation-guide\/functionality\/connectlink-v4-6-do-not-update-flag\/\" class=\"elementor-sub-item\">Do Not Update Flag<\/a><\/li>\n\t<li class=\"menu-item menu-item-type-post_type menu-item-object-page menu-item-11984\"><a href=\"https:\/\/agile-ed.com\/connectlink-installation-guide\/functionality\/connectlink-email-hard-bounce\/\" class=\"elementor-sub-item\">Email Hard Bounce<\/a><\/li>\n\t<li class=\"menu-item menu-item-type-post_type menu-item-object-page menu-item-8904\"><a href=\"https:\/\/agile-ed.com\/connectlink-installation-guide\/functionality\/connectlink-v4-6-lead-object\/\" class=\"elementor-sub-item\">Lead Object<\/a><\/li>\n\t<li class=\"menu-item menu-item-type-post_type menu-item-object-page menu-item-8908\"><a href=\"https:\/\/agile-ed.com\/connectlink-installation-guide\/functionality\/connectlink-v4-6-matching-accounts-and-contacts\/\" class=\"elementor-sub-item\">Matching Accounts &#038; Contacts<\/a><\/li>\n\t<li class=\"menu-item menu-item-type-post_type menu-item-object-page menu-item-9198\"><a href=\"https:\/\/agile-ed.com\/connectlink-installation-guide\/functionality\/new-institutions-search\/\" class=\"elementor-sub-item\">Search Tab<\/a><\/li>\n\t<li class=\"menu-item menu-item-type-post_type menu-item-object-page menu-item-9200\"><a href=\"https:\/\/agile-ed.com\/connectlink-installation-guide\/functionality\/report-cl-data-problem\/\" class=\"elementor-sub-item\">Report CL Data Problem<\/a><\/li>\n\t<li class=\"menu-item menu-item-type-post_type menu-item-object-page menu-item-8905\"><a href=\"https:\/\/agile-ed.com\/connectlink-installation-guide\/functionality\/connectlink-v4-6-scheduling-bulk-updates\/\" class=\"elementor-sub-item\">Scheduling Bulk Updates<\/a><\/li>\n<\/ul>\n<\/li>\n<li class=\"menu-item menu-item-type-post_type menu-item-object-page menu-item-8704\"><a href=\"https:\/\/agile-ed.com\/connectlink-installation-guide\/connectlink-v4-6-glossary\/\" class=\"elementor-item\">Glossary<\/a><\/li>\n<li class=\"menu-item menu-item-type-post_type menu-item-object-page menu-item-has-children menu-item-9378\"><a href=\"https:\/\/agile-ed.com\/connectlink-installation-guide\/faq-main-page\/\" class=\"elementor-item\">FAQ<\/a>\n<ul class=\"sub-menu elementor-nav-menu--dropdown\">\n\t<li class=\"menu-item menu-item-type-post_type menu-item-object-page menu-item-8931\"><a href=\"https:\/\/agile-ed.com\/connectlink-installation-guide\/faq-main-page\/admin-faq\/\" class=\"elementor-sub-item\">Admin FAQ<\/a><\/li>\n\t<li class=\"menu-item menu-item-type-post_type menu-item-object-page menu-item-9377\"><a href=\"https:\/\/agile-ed.com\/connectlink-installation-guide\/faq-main-page\/end-user-faq\/\" class=\"elementor-sub-item\">End User FAQ<\/a><\/li>\n\t<li class=\"menu-item menu-item-type-post_type menu-item-object-page menu-item-15524\"><a href=\"https:\/\/agile-ed.com\/connectlink-user-guide\/\" class=\"elementor-sub-item\">End User Guide<\/a><\/li>\n<\/ul>\n<\/li>\n<li class=\"menu-item menu-item-type-post_type menu-item-object-page menu-item-8726\"><a href=\"https:\/\/agile-ed.com\/connectlink-installation-guide\/connectlink-v4-6-best-practices\/\" class=\"elementor-item\">Best Practices<\/a><\/li>\n<\/ul>\t\t\t<\/nav>\n\t\t\t\t\t\t<nav class=\"elementor-nav-menu--dropdown elementor-nav-menu__container\" aria-hidden=\"true\">\n\t\t\t\t<ul id=\"menu-2-6014c93\" class=\"elementor-nav-menu\"><li class=\"menu-item menu-item-type-post_type menu-item-object-page menu-item-has-children menu-item-8698\"><a href=\"https:\/\/agile-ed.com\/connectlink-installation-guide\/\" class=\"elementor-item\" tabindex=\"-1\">Installation Instructions<\/a>\n<ul class=\"sub-menu elementor-nav-menu--dropdown\">\n\t<li class=\"menu-item menu-item-type-post_type menu-item-object-page menu-item-11976\"><a href=\"https:\/\/agile-ed.com\/connectlink-installation-guide\/connectlink-file-match\/\" class=\"elementor-sub-item\" tabindex=\"-1\">ConnectLink File Match<\/a><\/li>\n\t<li class=\"menu-item menu-item-type-post_type menu-item-object-page menu-item-8697\"><a href=\"https:\/\/agile-ed.com\/connectlink-installation-guide\/connectlink-v4-6-release-notes\/\" class=\"elementor-sub-item\" tabindex=\"-1\">Version 4.6 Release Notes<\/a><\/li>\n\t<li class=\"menu-item menu-item-type-post_type menu-item-object-page menu-item-11988\"><a href=\"https:\/\/agile-ed.com\/connectlink-installation-guide\/version-4-7-release-notes\/\" class=\"elementor-sub-item\" tabindex=\"-1\">Version 4.7 Release Notes<\/a><\/li>\n<\/ul>\n<\/li>\n<li class=\"menu-item menu-item-type-post_type menu-item-object-page menu-item-has-children menu-item-9319\"><a href=\"https:\/\/agile-ed.com\/connectlink-installation-guide\/functionality\/\" class=\"elementor-item\" tabindex=\"-1\">Functionality<\/a>\n<ul class=\"sub-menu elementor-nav-menu--dropdown\">\n\t<li class=\"menu-item menu-item-type-post_type menu-item-object-page menu-item-11987\"><a href=\"https:\/\/agile-ed.com\/connectlink-installation-guide\/functionality\/connectlink-dashboards\/\" class=\"elementor-sub-item\" tabindex=\"-1\">ConnectLink Dashboards<\/a><\/li>\n\t<li class=\"menu-item menu-item-type-post_type menu-item-object-page menu-item-8907\"><a href=\"https:\/\/agile-ed.com\/connectlink-installation-guide\/functionality\/connectlink-v4-6-do-not-update-flag\/\" class=\"elementor-sub-item\" tabindex=\"-1\">Do Not Update Flag<\/a><\/li>\n\t<li class=\"menu-item menu-item-type-post_type menu-item-object-page menu-item-11984\"><a href=\"https:\/\/agile-ed.com\/connectlink-installation-guide\/functionality\/connectlink-email-hard-bounce\/\" class=\"elementor-sub-item\" tabindex=\"-1\">Email Hard Bounce<\/a><\/li>\n\t<li class=\"menu-item menu-item-type-post_type menu-item-object-page menu-item-8904\"><a href=\"https:\/\/agile-ed.com\/connectlink-installation-guide\/functionality\/connectlink-v4-6-lead-object\/\" class=\"elementor-sub-item\" tabindex=\"-1\">Lead Object<\/a><\/li>\n\t<li class=\"menu-item menu-item-type-post_type menu-item-object-page menu-item-8908\"><a href=\"https:\/\/agile-ed.com\/connectlink-installation-guide\/functionality\/connectlink-v4-6-matching-accounts-and-contacts\/\" class=\"elementor-sub-item\" tabindex=\"-1\">Matching Accounts &#038; Contacts<\/a><\/li>\n\t<li class=\"menu-item menu-item-type-post_type menu-item-object-page menu-item-9198\"><a href=\"https:\/\/agile-ed.com\/connectlink-installation-guide\/functionality\/new-institutions-search\/\" class=\"elementor-sub-item\" tabindex=\"-1\">Search Tab<\/a><\/li>\n\t<li class=\"menu-item menu-item-type-post_type menu-item-object-page menu-item-9200\"><a href=\"https:\/\/agile-ed.com\/connectlink-installation-guide\/functionality\/report-cl-data-problem\/\" class=\"elementor-sub-item\" tabindex=\"-1\">Report CL Data Problem<\/a><\/li>\n\t<li class=\"menu-item menu-item-type-post_type menu-item-object-page menu-item-8905\"><a href=\"https:\/\/agile-ed.com\/connectlink-installation-guide\/functionality\/connectlink-v4-6-scheduling-bulk-updates\/\" class=\"elementor-sub-item\" tabindex=\"-1\">Scheduling Bulk Updates<\/a><\/li>\n<\/ul>\n<\/li>\n<li class=\"menu-item menu-item-type-post_type menu-item-object-page menu-item-8704\"><a href=\"https:\/\/agile-ed.com\/connectlink-installation-guide\/connectlink-v4-6-glossary\/\" class=\"elementor-item\" tabindex=\"-1\">Glossary<\/a><\/li>\n<li class=\"menu-item menu-item-type-post_type menu-item-object-page menu-item-has-children menu-item-9378\"><a href=\"https:\/\/agile-ed.com\/connectlink-installation-guide\/faq-main-page\/\" class=\"elementor-item\" tabindex=\"-1\">FAQ<\/a>\n<ul class=\"sub-menu elementor-nav-menu--dropdown\">\n\t<li class=\"menu-item menu-item-type-post_type menu-item-object-page menu-item-8931\"><a href=\"https:\/\/agile-ed.com\/connectlink-installation-guide\/faq-main-page\/admin-faq\/\" class=\"elementor-sub-item\" tabindex=\"-1\">Admin FAQ<\/a><\/li>\n\t<li class=\"menu-item menu-item-type-post_type menu-item-object-page menu-item-9377\"><a href=\"https:\/\/agile-ed.com\/connectlink-installation-guide\/faq-main-page\/end-user-faq\/\" class=\"elementor-sub-item\" tabindex=\"-1\">End User FAQ<\/a><\/li>\n\t<li class=\"menu-item menu-item-type-post_type menu-item-object-page menu-item-15524\"><a href=\"https:\/\/agile-ed.com\/connectlink-user-guide\/\" class=\"elementor-sub-item\" tabindex=\"-1\">End User Guide<\/a><\/li>\n<\/ul>\n<\/li>\n<li class=\"menu-item menu-item-type-post_type menu-item-object-page menu-item-8726\"><a href=\"https:\/\/agile-ed.com\/connectlink-installation-guide\/connectlink-v4-6-best-practices\/\" class=\"elementor-item\" tabindex=\"-1\">Best Practices<\/a><\/li>\n<\/ul>\t\t\t<\/nav>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-76fd2180 elementor-widget-divider--view-line elementor-widget elementor-widget-divider\" data-id=\"76fd2180\" data-element_type=\"widget\" data-settings=\"{&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"divider.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-divider\">\n\t\t\t<span class=\"elementor-divider-separator\">\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-25cf6975 e-flex e-con-boxed e-con e-parent\" data-id=\"25cf6975\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-b7a5b3 e-con-full e-flex e-con e-child\" data-id=\"b7a5b3\" data-element_type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-43995f16 elementor-widget elementor-widget-text-editor\" data-id=\"43995f16\" data-element_type=\"widget\" data-settings=\"{&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><span style=\"text-decoration: underline;\"><a href=\"https:\/\/agile-ed.com\/connectlink-installation-instructions\/\" target=\"_blank\" rel=\"noopener\">Download as PDF \u2193<\/a><\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-167dddc7 e-con-full e-flex e-con e-child\" data-id=\"167dddc7\" data-element_type=\"container\">\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-5ffaf6c e-flex e-con-boxed e-con e-parent\" data-id=\"5ffaf6c\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-f16a94e elementor-widget elementor-widget-heading\" data-id=\"f16a94e\" data-element_type=\"widget\" data-settings=\"{&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Installation<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<section data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-section elementor-top-section elementor-element elementor-element-2bf7494 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"2bf7494\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-c2b53d3\" data-id=\"c2b53d3\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-523eec5 elementor-widget elementor-widget-text-editor\" data-id=\"523eec5\" data-element_type=\"widget\" data-settings=\"{&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Thank you for choosing Agile&#8217;s ConnectLink\u2122 SalesForce integration application. These instructions should encompass everything you need to get started, but if questions arise at any time, please contact your Agile Account Manager or email <strong><a href=\"mailto:ConnectLinkSupport@agile-ed.com\">ConnectLinkSupport@agile-ed.com<\/a><\/strong> for additional support.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-7160699 elementor-widget elementor-widget-text-editor\" data-id=\"7160699\" data-element_type=\"widget\" data-settings=\"{&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><strong>Action:<\/strong> Prior to starting the installation, please follow the steps in the <a href=\"https:\/\/agile-ed.com\/connectlink-installation-guide\/connectlink-file-match\/\"><strong>AgileInsight Match<\/strong><\/a> page to begin the matching process.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-1e50f0e elementor-widget elementor-widget-text-editor\" data-id=\"1e50f0e\" data-element_type=\"widget\" data-settings=\"{&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<ol><li>Because contacts in schools or districts often have multiple roles and can be assigned to multiple buildings; Agile has chosen to utilize the standard \u201cRelated Account\/Contacts Object\u201d to avoid the creation of duplicate contacts. Before installation, this package requires that the \u201cAllow users to relate a contact to multiple account\u201d setting to be enabled \u2013 which is off by default. If it\u2019s already enabled, you can skip to <strong>Step 2<\/strong> below.<\/li><\/ol><ul><li style=\"list-style-type: none;\"><ul><li>To Enable the Related Account\/Contact object you need to go to the \u201cAccount Settings\u201d in the setup menu. See the screenshot to the right:<br \/><br \/><\/li><\/ul><\/li><\/ul><p><strong>Note:<\/strong> Enabling this setting may take a while. A related list for both contacts and account will be enabled and for any contact related to an account a related contact record will be created. These records are required by the app as they do not take any additional storage space and allow educators (contacts) to be related to as many institutions (accounts) as necessary.<br \/><br \/><strong>Note:<\/strong> Salesforce recommends adjusting your activity settings to not automatically roll up to a contact&#8217;s primary account. See <a href=\"https:\/\/help.salesforce.com\/s\/articleView?id=sf.activities_enable_activity_rollup.htm&amp;type=5\"><span style=\"text-decoration: underline;\"><strong>Enable Roll Up of Activities to a Contact\u2019s Primary Account (salesforce.com)<\/strong><\/span><\/a> for more information.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-6ef8108\" data-id=\"6ef8108\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-e8ecd1e elementor-widget elementor-widget-image\" data-id=\"e8ecd1e\" data-element_type=\"widget\" data-settings=\"{&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"800\" height=\"513\" data-src=\"https:\/\/agile-ed.com\/wp-content\/uploads\/2023\/05\/related-accounts-and-contacts-1024x657.png\" class=\"attachment-large size-large wp-image-9160 lazyload\" alt=\"\" data-srcset=\"https:\/\/agile-ed.com\/wp-content\/uploads\/2023\/05\/related-accounts-and-contacts-1024x657.png 1024w, https:\/\/agile-ed.com\/wp-content\/uploads\/2023\/05\/related-accounts-and-contacts-300x192.png 300w, https:\/\/agile-ed.com\/wp-content\/uploads\/2023\/05\/related-accounts-and-contacts-768x492.png 768w, https:\/\/agile-ed.com\/wp-content\/uploads\/2023\/05\/related-accounts-and-contacts.png 1246w\" data-sizes=\"auto\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 800px; --smush-placeholder-aspect-ratio: 800\/513;\" data-original-sizes=\"(max-width: 800px) 100vw, 800px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-e549881 elementor-widget elementor-widget-image\" data-id=\"e549881\" data-element_type=\"widget\" data-settings=\"{&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"432\" height=\"147\" data-src=\"https:\/\/agile-ed.com\/wp-content\/uploads\/2023\/06\/turn-off-activity-roll-up-small.png\" class=\"attachment-large size-large wp-image-9489 lazyload\" alt=\"\" data-srcset=\"https:\/\/agile-ed.com\/wp-content\/uploads\/2023\/06\/turn-off-activity-roll-up-small.png 432w, https:\/\/agile-ed.com\/wp-content\/uploads\/2023\/06\/turn-off-activity-roll-up-small-300x102.png 300w\" data-sizes=\"auto\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 432px; --smush-placeholder-aspect-ratio: 432\/147;\" data-original-sizes=\"(max-width: 432px) 100vw, 432px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-3416e6d e-flex e-con-boxed e-con e-parent\" data-id=\"3416e6d\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-0bcfa34 e-con-full e-flex e-con e-child\" data-id=\"0bcfa34\" data-element_type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-6b3f667 elementor-widget elementor-widget-text-editor\" data-id=\"6b3f667\" data-element_type=\"widget\" data-settings=\"{&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<ol start=\"2\"><li>The <a href=\"https:\/\/agile-ed.com\/connectlink-installation-guide\/version-4-7-release-notes\/\"><span style=\"text-decoration: underline;\"><strong>latest version 4.7<\/strong><\/span><\/a> of the <strong>ConnectLink\u2122<\/strong> application can be downloaded by clicking on the link below. <strong><strong><strong>Please install for all users.<\/strong><\/strong><\/strong><\/li><\/ol>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-0432020 elementor-widget elementor-widget-text-editor\" data-id=\"0432020\" data-element_type=\"widget\" data-settings=\"{&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><a href=\"https:\/\/login.salesforce.com\/packaging\/installPackage.apexp?p0=04tKd000000W1sD\"><span style=\"text-decoration: underline;\"><strong>Production<\/strong><\/span><\/a><\/p><p><a href=\"https:\/\/test.salesforce.com\/packaging\/installPackage.apexp?p0=04tKd000000W1sD\"><span style=\"text-decoration: underline;\"><strong>Sandbox<\/strong><\/span><\/a><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-707cbe9 e-con-full e-flex e-con e-child\" data-id=\"707cbe9\" data-element_type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-2d275b2 elementor-widget elementor-widget-text-editor\" data-id=\"2d275b2\" data-element_type=\"widget\" data-settings=\"{&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<ol start=\"3\"><li>Once the app is downloaded, you will need to complete the ConnectLink Setup to access your licensed data from the Agile database through ConnectLink. You will need your Client ID and Client Key provided to you by your Agile Account Manager.<\/li><\/ol>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<section data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-section elementor-top-section elementor-element elementor-element-a1ae8c4 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"a1ae8c4\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-2d119ef\" data-id=\"2d119ef\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-0aa8029 elementor-widget elementor-widget-text-editor\" data-id=\"0aa8029\" data-element_type=\"widget\" data-settings=\"{&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<ol start=\"4\"><li>In ConnectLink Setup, add your credentials (the Client ID and Client Key). Click Save.<\/li><li>Next under Actions, click \u201cUpdate License Data\u201d to retrieve the fields associated with your data license. You will also need to click \u201cUpdate License Data\u201d anytime changes are made to your data license.<\/li><\/ol><ol><li style=\"list-style-type: none;\"><ol><li style=\"list-style-type: none;\">\u00a0<\/li><\/ol><\/li><\/ol>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-73c3c8a\" data-id=\"73c3c8a\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-763ec33 elementor-widget elementor-widget-image\" data-id=\"763ec33\" data-element_type=\"widget\" data-settings=\"{&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"800\" height=\"553\" data-src=\"https:\/\/agile-ed.com\/wp-content\/uploads\/2023\/05\/credentials-and-license-data-1024x708.png\" class=\"attachment-large size-large wp-image-9161 lazyload\" alt=\"\" data-srcset=\"https:\/\/agile-ed.com\/wp-content\/uploads\/2023\/05\/credentials-and-license-data-1024x708.png 1024w, https:\/\/agile-ed.com\/wp-content\/uploads\/2023\/05\/credentials-and-license-data-300x207.png 300w, https:\/\/agile-ed.com\/wp-content\/uploads\/2023\/05\/credentials-and-license-data-768x531.png 768w, https:\/\/agile-ed.com\/wp-content\/uploads\/2023\/05\/credentials-and-license-data.png 1218w\" data-sizes=\"auto\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 800px; --smush-placeholder-aspect-ratio: 800\/553;\" data-original-sizes=\"(max-width: 800px) 100vw, 800px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-6223e6b e-flex e-con-boxed e-con e-parent\" data-id=\"6223e6b\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-0bdd88b e-con-full e-flex e-con e-child\" data-id=\"0bdd88b\" data-element_type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-23fd2ef elementor-widget elementor-widget-text-editor\" data-id=\"23fd2ef\" data-element_type=\"widget\" data-settings=\"{&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<ol start=\"6\"><li>During the installation process, several fields were added to your Salesforce subscription as custom fields.<\/li><\/ol><ol><li style=\"list-style-type: none;\">\u00a0<\/li><\/ol>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-eac38f0 e-con-full e-flex e-con e-child\" data-id=\"eac38f0\" data-element_type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-728912e elementor-widget elementor-widget-image\" data-id=\"728912e\" data-element_type=\"widget\" data-settings=\"{&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"800\" height=\"213\" data-src=\"https:\/\/agile-ed.com\/wp-content\/uploads\/2023\/05\/cl-fields.png\" class=\"attachment-large size-large wp-image-9158 lazyload\" alt=\"\" data-srcset=\"https:\/\/agile-ed.com\/wp-content\/uploads\/2023\/05\/cl-fields.png 803w, https:\/\/agile-ed.com\/wp-content\/uploads\/2023\/05\/cl-fields-300x80.png 300w, https:\/\/agile-ed.com\/wp-content\/uploads\/2023\/05\/cl-fields-768x205.png 768w\" data-sizes=\"auto\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 800px; --smush-placeholder-aspect-ratio: 800\/213;\" data-original-sizes=\"(max-width: 800px) 100vw, 800px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-1e2d258 e-flex e-con-boxed e-con e-parent\" data-id=\"1e2d258\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-5117e6a e-con-full e-flex e-con e-child\" data-id=\"5117e6a\" data-element_type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-dcf8fa1 elementor-widget elementor-widget-text-editor\" data-id=\"dcf8fa1\" data-element_type=\"widget\" data-settings=\"{&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<ul><li style=\"list-style-type: none;\"><ul><li>The added <span style=\"text-decoration: underline;\">account<\/span> fields include:<\/li><\/ul><\/li><\/ul><ol><li style=\"list-style-type: none;\"><ol><li style=\"list-style-type: none;\"><ol><li>Created by ConnectLink<\/li><li>ConnectLink Key<\/li><li>ConnectLink Last Sync Date<\/li><li>ConnectLink Parent Key<\/li><li>ConnectLink Status<\/li><li>ConnectLink Do Not Update<\/li><li>ConnectLink Do Not Update Hierarchy<\/li><\/ol><\/li><\/ol><\/li><\/ol><ul><li style=\"list-style-type: none;\"><ul><li>The added <span style=\"text-decoration: underline;\">contact<\/span> fields include:<\/li><\/ul><\/li><\/ul><ol><li style=\"list-style-type: none;\"><ol><li style=\"list-style-type: none;\"><ol><li>Created by ConnectLink<\/li><li>ConnectLink Key<\/li><li>ConnectLink Last Sync Date<\/li><li>ConnectLink Status<\/li><li>ConnectLink Do Not Update<\/li><li>ConnectLink Do Not Update Hierarchy<\/li><li>ConnectLink Email Hard Bounce<\/li><\/ol><\/li><\/ol><\/li><\/ol>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-4f8a900 e-con-full e-flex e-con e-child\" data-id=\"4f8a900\" data-element_type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-393b1c0 elementor-widget elementor-widget-text-editor\" data-id=\"393b1c0\" data-element_type=\"widget\" data-settings=\"{&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<ul><li style=\"list-style-type: none;\"><ul><li>The added <span style=\"text-decoration: underline;\">lead<\/span> fields include:<\/li><\/ul><\/li><\/ul><ol><li style=\"list-style-type: none;\"><ol><li style=\"list-style-type: none;\"><ol><li>Created by ConnectLink<\/li><li>ConnectLink Key<\/li><li>ConnectLink Last Sync Date<\/li><li>ConnectLink Status<\/li><li>ConnectLink Do Not Update<\/li><li>ConnectLink Do Not Update Hierarchy<\/li><li>ConnectLink Email Hard Bounce<\/li><\/ol><\/li><\/ol><\/li><\/ol><ul><li style=\"list-style-type: none;\"><ul><li>The added <span style=\"text-decoration: underline;\">related account\/contact<\/span> fields include:<\/li><\/ul><\/li><\/ul><ol><li style=\"list-style-type: none;\"><ol><li style=\"list-style-type: none;\"><ol><li>ConnectLink Inactive Roles<\/li><li>ConnectLink Roles<\/li><\/ol><\/li><\/ol><\/li><\/ol>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<section data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-section elementor-top-section elementor-element elementor-element-f34312e elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"f34312e\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-5de2570\" data-id=\"5de2570\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-b95f4c0 elementor-widget elementor-widget-text-editor\" data-id=\"b95f4c0\" data-element_type=\"widget\" data-settings=\"{&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><strong>Note:<\/strong> You\u2019ll need to add the above fields to their respective layouts in Salesforce to support the ConnectLink integration. The ConnectLink Sync, ConnectLink Matching, and Report CL Data Problem custom buttons should be added to the account, contact, and lead layouts as well.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-section elementor-top-section elementor-element elementor-element-7b74741 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"7b74741\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-4364195\" data-id=\"4364195\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-b5fda50 elementor-widget elementor-widget-image\" data-id=\"b5fda50\" data-element_type=\"widget\" data-settings=\"{&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"800\" height=\"498\" data-src=\"https:\/\/agile-ed.com\/wp-content\/uploads\/2023\/05\/cl-fields-on-layout-1024x638.png\" class=\"attachment-large size-large wp-image-9162 lazyload\" alt=\"\" data-srcset=\"https:\/\/agile-ed.com\/wp-content\/uploads\/2023\/05\/cl-fields-on-layout-1024x638.png 1024w, https:\/\/agile-ed.com\/wp-content\/uploads\/2023\/05\/cl-fields-on-layout-300x187.png 300w, https:\/\/agile-ed.com\/wp-content\/uploads\/2023\/05\/cl-fields-on-layout-768x478.png 768w, https:\/\/agile-ed.com\/wp-content\/uploads\/2023\/05\/cl-fields-on-layout.png 1196w\" data-sizes=\"auto\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 800px; --smush-placeholder-aspect-ratio: 800\/498;\" data-original-sizes=\"(max-width: 800px) 100vw, 800px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-1f257dd\" data-id=\"1f257dd\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-f6edb3e elementor-widget elementor-widget-image\" data-id=\"f6edb3e\" data-element_type=\"widget\" data-settings=\"{&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"800\" height=\"473\" data-src=\"https:\/\/agile-ed.com\/wp-content\/uploads\/2023\/05\/lightning-actions-1024x606.png\" class=\"attachment-large size-large wp-image-9164 lazyload\" alt=\"\" data-srcset=\"https:\/\/agile-ed.com\/wp-content\/uploads\/2023\/05\/lightning-actions-1024x606.png 1024w, https:\/\/agile-ed.com\/wp-content\/uploads\/2023\/05\/lightning-actions-300x178.png 300w, https:\/\/agile-ed.com\/wp-content\/uploads\/2023\/05\/lightning-actions-768x454.png 768w, https:\/\/agile-ed.com\/wp-content\/uploads\/2023\/05\/lightning-actions.png 1210w\" data-sizes=\"auto\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 800px; --smush-placeholder-aspect-ratio: 800\/473;\" data-original-sizes=\"(max-width: 800px) 100vw, 800px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-fc74767 e-flex e-con-boxed e-con e-parent\" data-id=\"fc74767\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-98a5ff3 e-con-full e-flex e-con e-child\" data-id=\"98a5ff3\" data-element_type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-016ea48 elementor-widget elementor-widget-text-editor\" data-id=\"016ea48\" data-element_type=\"widget\" data-settings=\"{&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<ol start=\"7\">\n \t<li>Add Related Contacts to the Account layout to see the positions that the contacts associated with the Account have, you need to add the related list to your layout and add the ConnectLink Roles\/ConnectLink Inactive Roles fields to the list.<\/li>\n<\/ol>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-0df69cd e-con-full e-flex e-con e-child\" data-id=\"0df69cd\" data-element_type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-5411067 elementor-widget elementor-widget-image\" data-id=\"5411067\" data-element_type=\"widget\" data-settings=\"{&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"800\" height=\"366\" data-src=\"https:\/\/agile-ed.com\/wp-content\/uploads\/2023\/05\/related-contacts-1024x468.png\" class=\"attachment-large size-large wp-image-9165 lazyload\" alt=\"\" data-srcset=\"https:\/\/agile-ed.com\/wp-content\/uploads\/2023\/05\/related-contacts-1024x468.png 1024w, https:\/\/agile-ed.com\/wp-content\/uploads\/2023\/05\/related-contacts-300x137.png 300w, https:\/\/agile-ed.com\/wp-content\/uploads\/2023\/05\/related-contacts-768x351.png 768w, https:\/\/agile-ed.com\/wp-content\/uploads\/2023\/05\/related-contacts.png 1206w\" data-sizes=\"auto\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 800px; --smush-placeholder-aspect-ratio: 800\/366;\" data-original-sizes=\"(max-width: 800px) 100vw, 800px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-33d664d elementor-widget elementor-widget-image\" data-id=\"33d664d\" data-element_type=\"widget\" data-settings=\"{&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"800\" height=\"496\" data-src=\"https:\/\/agile-ed.com\/wp-content\/uploads\/2023\/05\/related-roles-1024x635.png\" class=\"attachment-large size-large wp-image-9167 lazyload\" alt=\"\" data-srcset=\"https:\/\/agile-ed.com\/wp-content\/uploads\/2023\/05\/related-roles-1024x635.png 1024w, https:\/\/agile-ed.com\/wp-content\/uploads\/2023\/05\/related-roles-300x186.png 300w, https:\/\/agile-ed.com\/wp-content\/uploads\/2023\/05\/related-roles-768x476.png 768w, https:\/\/agile-ed.com\/wp-content\/uploads\/2023\/05\/related-roles.png 1203w\" data-sizes=\"auto\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 800px; --smush-placeholder-aspect-ratio: 800\/496;\" data-original-sizes=\"(max-width: 800px) 100vw, 800px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<section data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-section elementor-top-section elementor-element elementor-element-155fc44 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"155fc44\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-f335293\" data-id=\"f335293\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-fa3f974 elementor-widget elementor-widget-text-editor\" data-id=\"fa3f974\" data-element_type=\"widget\" data-settings=\"{&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<ol start=\"8\"><li>Repeat this process, adding Related Accounts to the contact layout.<\/li><\/ol><ol start=\"9\"><li>You will need to ensure your license for Salesforce allows for the amount of data licensed from Agile. Use this formula as a guideline on how much storage is required.<\/li><\/ol><p style=\"padding-left: 40px;\">A = Number of Account<br \/>C = Number of Contacts<br \/>O = Number of Objects<\/p><p>A + C = O<\/p><p>O x 2 KB = Number of KB needed to accommodate the new data<\/p><p><strong>Example:<\/strong> <br \/>10,000 Account; 25,000 Contacts<br \/>10,000 + 25,000 = 35,000 Objects<\/p><p>35,000 x 2 KB = 70,000 KB<\/p><p><strong>70 MB Required<\/strong><\/p><p><strong>Note: <\/strong>The application will only import a portion of the additional data if there is insufficient storage available.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-8198e88\" data-id=\"8198e88\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap\">\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-92c55e2 e-flex e-con-boxed e-con e-parent\" data-id=\"92c55e2\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-f07c867 e-con-full e-flex e-con e-child\" data-id=\"f07c867\" data-element_type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-e508741 elementor-widget elementor-widget-text-editor\" data-id=\"e508741\" data-element_type=\"widget\" data-settings=\"{&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<ol start=\"10\"><li>At any time prior to running a sync or Bulk Update, you can load the data returned to you from the <a href=\"https:\/\/agile-ed.com\/connectlink-userguide\/connectlink-file-match\/\"><span style=\"text-decoration: underline;\"><strong>AgileInsight Match<\/strong><\/span><\/a> into Salesforce. All you need to do is load the ConnectLink Key into your existing Accounts and Contacts, using your Salesforce ID as your identifier.<\/li><\/ol><ol start=\"11\"><li>Any accounts and contacts that are added to your Salesforce environment through ConnectLink are flagged as an Agile record by checking the Created by ConnectLink checkbox. This helps you comply with the Agile purge requirements at the end of the contract term if you choose not to continue with your data license. Please refer to your contract terms and conditions for more information.<\/li><\/ol>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-ba9e3db e-con-full e-flex e-con e-child\" data-id=\"ba9e3db\" data-element_type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-c646dc9 elementor-widget elementor-widget-image\" data-id=\"c646dc9\" data-element_type=\"widget\" data-settings=\"{&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"295\" height=\"205\" data-src=\"https:\/\/agile-ed.com\/wp-content\/uploads\/2023\/05\/load-file.png\" class=\"attachment-large size-large wp-image-9169 lazyload\" alt=\"\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 295px; --smush-placeholder-aspect-ratio: 295\/205;\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-0f83189 elementor-widget elementor-widget-image\" data-id=\"0f83189\" data-element_type=\"widget\" data-settings=\"{&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"800\" height=\"213\" data-src=\"https:\/\/agile-ed.com\/wp-content\/uploads\/2023\/05\/created-by-cl.png\" class=\"attachment-large size-large wp-image-9170 lazyload\" alt=\"\" data-srcset=\"https:\/\/agile-ed.com\/wp-content\/uploads\/2023\/05\/created-by-cl.png 803w, https:\/\/agile-ed.com\/wp-content\/uploads\/2023\/05\/created-by-cl-300x80.png 300w, https:\/\/agile-ed.com\/wp-content\/uploads\/2023\/05\/created-by-cl-768x205.png 768w\" data-sizes=\"auto\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 800px; --smush-placeholder-aspect-ratio: 800\/213;\" data-original-sizes=\"(max-width: 800px) 100vw, 800px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-d584436 e-flex e-con-boxed e-con e-parent\" data-id=\"d584436\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-5f7c6d1 e-con-full e-flex e-con e-child\" data-id=\"5f7c6d1\" data-element_type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-6a4f0eb elementor-widget elementor-widget-text-editor\" data-id=\"6a4f0eb\" data-element_type=\"widget\" data-settings=\"{&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<ol start=\"12\"><li>Review the data fields you have received from Agile and add any custom fields to your Salesforce layout that you\u2019d like to have displayed. Ensure that you are using the correct data type for the field, otherwise the application will produce an error. Use the Agile Data Dictionary to match the Agile data type with the Salesforce data type. <strong>Note<\/strong>: add Agile percentage fields as number fields in Salesforce.<\/li><\/ol>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-16bdc73 e-con-full e-flex e-con e-child\" data-id=\"16bdc73\" data-element_type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-a40e897 elementor-widget elementor-widget-image\" data-id=\"a40e897\" data-element_type=\"widget\" data-settings=\"{&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"800\" height=\"465\" data-src=\"https:\/\/agile-ed.com\/wp-content\/uploads\/2023\/05\/custom-fields-1024x595.png\" class=\"attachment-large size-large wp-image-9171 lazyload\" alt=\"\" data-srcset=\"https:\/\/agile-ed.com\/wp-content\/uploads\/2023\/05\/custom-fields-1024x595.png 1024w, https:\/\/agile-ed.com\/wp-content\/uploads\/2023\/05\/custom-fields-300x174.png 300w, https:\/\/agile-ed.com\/wp-content\/uploads\/2023\/05\/custom-fields-768x446.png 768w, https:\/\/agile-ed.com\/wp-content\/uploads\/2023\/05\/custom-fields.png 1201w\" data-sizes=\"auto\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 800px; --smush-placeholder-aspect-ratio: 800\/465;\" data-original-sizes=\"(max-width: 800px) 100vw, 800px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-92b9bb8 e-flex e-con-boxed e-con e-parent\" data-id=\"92b9bb8\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-04a60b2 e-con-full e-flex e-con e-child\" data-id=\"04a60b2\" data-element_type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-b2bd698 elementor-widget elementor-widget-text-editor\" data-id=\"b2bd698\" data-element_type=\"widget\" data-settings=\"{&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<ol start=\"13\">\n \t<li>At this point, you\u2019ll need to perform the field mappings in the ConnectLink Setup. When the preference is set to \u201cAgile Ed\u201d or \u201cChoose Agile Ed\u201d the Agile data is preferred over the current information in Salesforce. For individual account or contact updates, the \u201cChoose\u201d option allows the individual user to select from the two options and determine whether to overwrite the existing Salesforce data with the Agile data. For bulk updates the \u201cChoose\u201d option is ignored. For \u201cSalesforce\u201d and \u201cChoose Salesforce\u201d the Agile data is used only to fill empty fields. The \u201cChoose\u201d option is only available for single record updates.<\/li>\n<\/ol>\n<strong>Note:<\/strong> A single Agile data select can be mapped to more than one Salesforce field. For example, some clients choose to map the Agile email address to the standard Salesforce email field with the preference set to Salesforce and will again map the Agile email address to a secondary Salesforce email field with the preference set to AgileEd.\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-568f5f8 e-con-full e-flex e-con e-child\" data-id=\"568f5f8\" data-element_type=\"container\">\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-0395a2a e-flex e-con-boxed e-con e-child\" data-id=\"0395a2a\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-b35582e elementor-widget elementor-widget-image\" data-id=\"b35582e\" data-element_type=\"widget\" data-settings=\"{&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"800\" height=\"210\" data-src=\"https:\/\/agile-ed.com\/wp-content\/uploads\/2023\/05\/field-mapping-1-1024x269.png\" class=\"attachment-large size-large wp-image-9172 lazyload\" alt=\"\" data-srcset=\"https:\/\/agile-ed.com\/wp-content\/uploads\/2023\/05\/field-mapping-1-1024x269.png 1024w, https:\/\/agile-ed.com\/wp-content\/uploads\/2023\/05\/field-mapping-1-300x79.png 300w, https:\/\/agile-ed.com\/wp-content\/uploads\/2023\/05\/field-mapping-1-768x201.png 768w, https:\/\/agile-ed.com\/wp-content\/uploads\/2023\/05\/field-mapping-1.png 1197w\" data-sizes=\"auto\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 800px; --smush-placeholder-aspect-ratio: 800\/210;\" data-original-sizes=\"(max-width: 800px) 100vw, 800px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-c04cb32 e-flex e-con-boxed e-con e-child\" data-id=\"c04cb32\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-35965ac elementor-widget elementor-widget-image\" data-id=\"35965ac\" data-element_type=\"widget\" data-settings=\"{&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"800\" height=\"274\" data-src=\"https:\/\/agile-ed.com\/wp-content\/uploads\/2023\/05\/field-mapping-2-1024x351.png\" class=\"attachment-large size-large wp-image-9173 lazyload\" alt=\"\" data-srcset=\"https:\/\/agile-ed.com\/wp-content\/uploads\/2023\/05\/field-mapping-2-1024x351.png 1024w, https:\/\/agile-ed.com\/wp-content\/uploads\/2023\/05\/field-mapping-2-300x103.png 300w, https:\/\/agile-ed.com\/wp-content\/uploads\/2023\/05\/field-mapping-2-768x263.png 768w, https:\/\/agile-ed.com\/wp-content\/uploads\/2023\/05\/field-mapping-2.png 1208w\" data-sizes=\"auto\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 800px; --smush-placeholder-aspect-ratio: 800\/274;\" data-original-sizes=\"(max-width: 800px) 100vw, 800px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-1a0331b e-flex e-con-boxed e-con e-parent\" data-id=\"1a0331b\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-d3f917d e-con-full e-flex e-con e-child\" data-id=\"d3f917d\" data-element_type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-76ad6b4 elementor-widget elementor-widget-text-editor\" data-id=\"76ad6b4\" data-element_type=\"widget\" data-settings=\"{&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<ol start=\"14\"><li>After creating your field mappings, use the Actions and Settings menus to configure your data flow.<\/li><\/ol>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-b1d520b elementor-widget elementor-widget-text-editor\" data-id=\"b1d520b\" data-element_type=\"widget\" data-settings=\"{&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<ul><li><strong>Update License Data: <\/strong>Updates the fields available for mapping.<\/li><li><strong>Import All Missing Institutions:<\/strong> Imports institutions within your data license that do not currently exist in your org.<\/li><li><strong>Bulk Match Lead Emails:<\/strong> Goes over all existing leads that do not have ConnectLink Keys and attempts to set a key to them via an exact match on email.<\/li><li><strong>New Educator Records:<\/strong> Determines whether new contacts (and\/or leads) are imported with updates or if only existing contacts (and\/or leads) get updated.<\/li><li><strong>Match Educator Records on Email:<\/strong> Allows the application to match contact or lead records where a ConnectLink Key is not present and append the key. <strong>Note:<\/strong> The standard contact\/lead email fields need to be mapped in order for this setting to work. Preference can be set to Salesforce.<\/li><li><strong>Enable Leads:<\/strong> Enables the sync(s) to update leads as well as allow for new educator records to be created as leads.<\/li><li><strong>Import Orphaned Leads:<\/strong> Batch job that imports leads that do not belong to any accounts that are currently in the system (will not create accounts, will create leads with no account attached).<\/li><li><strong>Import New Educators as:<\/strong> Determine whether the app imports educators as Leads or Contacts.<\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-da30e62 e-con-full e-flex e-con e-child\" data-id=\"da30e62\" data-element_type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-8f45909 elementor-widget elementor-widget-image\" data-id=\"8f45909\" data-element_type=\"widget\" data-settings=\"{&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"735\" height=\"691\" data-src=\"https:\/\/agile-ed.com\/wp-content\/uploads\/2024\/02\/CL-new-menus.png\" class=\"attachment-large size-large wp-image-11978 lazyload\" alt=\"\" data-srcset=\"https:\/\/agile-ed.com\/wp-content\/uploads\/2024\/02\/CL-new-menus.png 735w, https:\/\/agile-ed.com\/wp-content\/uploads\/2024\/02\/CL-new-menus-300x282.png 300w\" data-sizes=\"auto\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 735px; --smush-placeholder-aspect-ratio: 735\/691;\" data-original-sizes=\"(max-width: 735px) 100vw, 735px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-ddc1210 elementor-widget elementor-widget-image\" data-id=\"ddc1210\" data-element_type=\"widget\" data-settings=\"{&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"541\" height=\"951\" data-src=\"https:\/\/agile-ed.com\/wp-content\/uploads\/2024\/02\/CL-bulk-update-menu.png\" class=\"attachment-large size-large wp-image-11980 lazyload\" alt=\"\" data-srcset=\"https:\/\/agile-ed.com\/wp-content\/uploads\/2024\/02\/CL-bulk-update-menu.png 541w, https:\/\/agile-ed.com\/wp-content\/uploads\/2024\/02\/CL-bulk-update-menu-171x300.png 171w\" data-sizes=\"auto\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 541px; --smush-placeholder-aspect-ratio: 541\/951;\" data-original-sizes=\"(max-width: 541px) 100vw, 541px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-0a5d356 e-flex e-con-boxed e-con e-parent\" data-id=\"0a5d356\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-c020b6e e-con-full e-flex e-con e-child\" data-id=\"c020b6e\" data-element_type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-f52a59b elementor-widget elementor-widget-text-editor\" data-id=\"f52a59b\" data-element_type=\"widget\" data-settings=\"{&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<ol start=\"15\">\n \t<li>After you have mapped all fields and configured your settings, you are able to update your Salesforce CRM from Agile\u2019s database by clicking on the \u201cConnectLink Sync\u201d button for individual account. Update an individual account in Salesforce using the ConnectLink Sync button to ensure that your mapped fields display properly, and the update occurs without error.<\/li>\n<\/ol>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-0112999 e-con-full e-flex e-con e-child\" data-id=\"0112999\" data-element_type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-c66fdd1 elementor-widget elementor-widget-image\" data-id=\"c66fdd1\" data-element_type=\"widget\" data-settings=\"{&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"800\" height=\"365\" data-src=\"https:\/\/agile-ed.com\/wp-content\/uploads\/2023\/05\/cl-sync-1024x467.png\" class=\"attachment-large size-large wp-image-9175 lazyload\" alt=\"\" data-srcset=\"https:\/\/agile-ed.com\/wp-content\/uploads\/2023\/05\/cl-sync-1024x467.png 1024w, https:\/\/agile-ed.com\/wp-content\/uploads\/2023\/05\/cl-sync-300x137.png 300w, https:\/\/agile-ed.com\/wp-content\/uploads\/2023\/05\/cl-sync-768x350.png 768w, https:\/\/agile-ed.com\/wp-content\/uploads\/2023\/05\/cl-sync-1536x701.png 1536w, https:\/\/agile-ed.com\/wp-content\/uploads\/2023\/05\/cl-sync.png 1854w\" data-sizes=\"auto\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 800px; --smush-placeholder-aspect-ratio: 800\/365;\" data-original-sizes=\"(max-width: 800px) 100vw, 800px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-8d49e6b e-flex e-con-boxed e-con e-parent\" data-id=\"8d49e6b\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-35a9ea0 elementor-widget elementor-widget-text-editor\" data-id=\"35a9ea0\" data-element_type=\"widget\" data-settings=\"{&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<ol start=\"16\"><li>Congratulations, you have completed the setup for your ConnectLink integration. Optionally, you can choose to import all missing institutions (limited to your data license) by clicking &#8220;Import All Missing Institutions&#8221; from the Actions menu on the ConnectLink Setup tab. Next, click &#8220;Bulk Update All&#8221; to force update all records with the mapped data. Then schedule ongoing weekly Bulk Updates. See the <span style=\"text-decoration: underline;\"><strong><a href=\"https:\/\/agile-ed.com\/connectlink-installation-guide\/functionality\/connectlink-v4-6-scheduling-bulk-updates\/\">Scheduling Bulk Updates<\/a><\/strong><\/span> page for instructions. <strong>Note<\/strong>: must schedule <strong>SchedulableMetrics <\/strong>or run<strong> Update Dashboards <\/strong>in order for ConnectLink Dashboards to display.<\/li><\/ol>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<section data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-section elementor-top-section elementor-element elementor-element-878b5f8 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"878b5f8\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-0a8427c\" data-id=\"0a8427c\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-4b64a2e elementor-widget-divider--view-line elementor-widget elementor-widget-divider\" data-id=\"4b64a2e\" data-element_type=\"widget\" data-settings=\"{&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"divider.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-divider\">\n\t\t\t<span class=\"elementor-divider-separator\">\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-section elementor-top-section elementor-element elementor-element-60a6510 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"60a6510\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-14ccac6\" data-id=\"14ccac6\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-dd636d2 elementor-widget elementor-widget-spacer\" data-id=\"dd636d2\" data-element_type=\"widget\" data-settings=\"{&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"spacer.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-spacer\">\n\t\t\t<div class=\"elementor-spacer-inner\"><\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-section elementor-top-section elementor-element elementor-element-cebd65f elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"cebd65f\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-3643de4\" data-id=\"3643de4\" data-element_type=\"column\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-3f37c06 elementor-widget elementor-widget-text-editor\" data-id=\"3f37c06\" data-element_type=\"widget\" data-settings=\"{&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Speak with a Consultant\u00a0 \u00a0 \u00a0|\u00a0 \u00a0 \u00a0866.782.0241 x 108\u00a0 \u00a0 \u00a0|\u00a0 \u00a0 \u00a0<span style=\"color: #00ccff;\"><a style=\"color: #00ccff;\" href=\"mailto:ConnectLinkSupport@agile-ed.com\">ConnectLinkSupport@agile-ed.com<\/a><\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>Agile ConnectLink\u2122 User Guide Step-by-Step Instructions Download as PDF \u2193 Installation Thank you for choosing Agile&#8217;s ConnectLink\u2122 SalesForce integration application. These instructions should encompass everything you need to get started, but if questions arise at any time, please contact your Agile Account Manager or email ConnectLinkSupport@agile-ed.com for additional support. Action: Prior to starting the installation, [&hellip;]<\/p>\n","protected":false},"author":8,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_eb_attr":"","om_disable_all_campaigns":true,"footnotes":""},"class_list":["post-6240","page","type-page","status-publish","hentry"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/agile-ed.com\/wp-json\/wp\/v2\/pages\/6240","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/agile-ed.com\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/agile-ed.com\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/agile-ed.com\/wp-json\/wp\/v2\/users\/8"}],"replies":[{"embeddable":true,"href":"https:\/\/agile-ed.com\/wp-json\/wp\/v2\/comments?post=6240"}],"version-history":[{"count":0,"href":"https:\/\/agile-ed.com\/wp-json\/wp\/v2\/pages\/6240\/revisions"}],"wp:attachment":[{"href":"https:\/\/agile-ed.com\/wp-json\/wp\/v2\/media?parent=6240"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}