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.
- 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.