Understanding the terminology used throughout TargetX and Salesforce is key to navigating the platform effectively. This glossary provides quick definitions for commonly used terms, acronyms, and platform-specific language in the Help Center and product interface. Whether you're new to TargetX or need a refresher, this guide supports learning and daily use.
Please refer to the Additional Resources section below for more comprehensive explanations of terms related to specific features.
| Term | Definition |
|---|---|
| Application Programming Interface (API) | Used for integrations between TargetX and other platforms. |
| Application Review Tool (ART) | Module used to review, rate, and process student applications. |
| Breadcrumb | Navigation aid showing the user’s page path. |
| Communication Planner (CP) | Tool for automating and scheduling communications. For details, see Communication Planner Overview. |
| CRM | Customer Relationship Management; TargetX is a CRM for higher education. |
| Education Data Architecture (EDA) |
The Salesforce framework, previously known as Higher Education Data Architecture (HEDA), is utilized to model and manage student data within educational institutions. |
| Flow | Salesforce automation tool to create custom workflows to streamline business processes through a visual interface. |
| Funnel | Recruitment stages: Prospect → Applicant → Admit → Enroll. |
| Matriculation | Official enrollment of a student. |
| Modal | Pop-up window that requires user interaction. |
| Object | A table of data in Salesforce, e.g., Contact, Opportunity. |
| Page Layout | Controls the layout of fields on object detail pages. |
| Picklist |
A predefined dropdown menu that lets users select a single value from a list of options for a field. |
| Record Type | Determines the layout and process for records like Leads or Contacts. For more information, see the Salesforce Help & Training article Create Record Types. |
| Short Message Service (SMS) | TargetX's integrated texting system. |
| Single Sign-On (SSO) | Authentication method for user access. |
| Student Information System (SIS) | External system used to store institutional student data. |
| TargetX (TX) | The CRM platform built on Salesforce for higher education admissions and engagement. |
| Toggle | A switch that turns settings on or off. |
| Validation Rule | Logic that prevents users from saving incorrect data. |
| Workflow | Rules for automating actions in Salesforce. |
| Yield | Percentage of admitted students who enroll. |