Getting Started with TargetX
Articles on accessibility, data storage, branding, common errors, etc.
This guide provides articles about TargetX accessibility, data storage, branding, common errors, and more.
- Branding in TargetX
- This article contains a list of recommended Image sizes used in branding your TargetX implementation.
- CRM Governance for TargetX Admins
- This article explains what CRM governance means and how establishing these standards optimizes your team’s use of TargetX. It walks through who should be involved in a simple governance group, how decisions about changes and data are made, and shares practical tips to keep TargetX organized, reliable, and helpful for your work.
- Preparing for Updated Race and Ethnicity Data Collection
- The Office of Management and Budget (OMB) has revised federal race and ethnicity data standards by incorporating Hispanic and Middle Eastern or North African as options in the Ethnicity question. Institutions should plan updates to their data collection, integrations, and downstream systems before the September 28, 2029 compliance deadline.
- Recommended Session Settings for TargetX Products
- Recommended Session Security Settings
- Resolving Common Errors in TargetX
- Common errors encountered in TargetX, along with suggested resolutions.
- TargetX Accessibility Overview
- Frequently asked questions about TargetX Accessibility
- TargetX Data Storage Overview
- The following article provides high-level information regarding the use and storage of data as part of the TargetX product suite.
- TargetX Functionality and Salesforce Licensing
- This article details which features of the TargetX solution are accessible via common Salesforce license types.
- TargetX Glossary and Acronyms
- Definitions for commonly used terms, acronyms, and platform-specific language you'll encounter in the Help Center and product interface.
- TargetX Implementation Training
- This article explains how training works during onboarding, including the systems you'll use and the training topics you'll complete.