Retention Release Notes
To view Resolved Defects, see Retention Resolved Defects
November 2025
Version 2511.0
- A new field, Open Advising Items (TgtX_Retention__Open_Sub_Items__c), on the Advising record displays the number of open issues related to the advising record, allowing for more efficient filtering of records in the Student Success Center timeline.
- A new option in Retention Settings for the Open Advising Item Batch Runner will update the Open Related Issues Count on Advising records, allowing for more efficient filtering of records in the Student Success Center timeline.
December 2023
Version 2312.0
- By default, GPAs will be shown with a minimum of two decimal places. Any additional decimal places entered will also be accurately reflected in the Student Success Center.
November 2023
Version 2311.0
- A new field, Action Item Notes, stores notes entered in the Student Success Center, replacing the Details field.
October 2023
Version 2310.0
-
Courses listed in the Student Success Center are grouped by Term and display Overall GPA, Term GPA, Midterm, and Final grade fields.
August 2023
Version 2308.0
- The Appointment detailed view on the Engagement tab in Student Success Center has been updated to display the same fields as Appointment Calendar appointments.
July 2023
Version 2307.2
- Success Team members display on Student profiles in the Student Success Center, regardless of expired/ended relationships.
- In the Student Success Center, appointments on a student record are now sorted from newest to oldest, so you can easily find appointments.
May 2023
Version 2305.7
- Student Success Center is updated to meet WCAG 2 AA contrast ratio thresholds for foreground and background colors and ensure buttons, links, and menu items have accessible names.
- The Student Success Score visualforce page (StudentSuccessScore) is available as a Lightning component so administrators can include the component using the Lightning Page Builder. For additional information, see the Salesforce Help & Training article Lightning Pages.
March 2023
VERSION 2303.3
- Accessibility updates for Retention Success Scores.
November 2022
VERSION 2211.0
- Modality Type has been added to the Organization Event Name record.
September 2021
VERSION 2109.11
- When a user clicks on the Success Score icon in the Student Success Center, the window will display in a pop-up modal instead of opening a new tab.
- Filters, Sorting and Search results will now work in tandem on the Student List table in the Student Success Center.
- Users will now see an indicator when a filter has been applied in the Student Success Center. For more information, see Creating a Filter in SSC.
July 2021
VERSION 2107.17
- The SSC Student List has been updated to:
- Students will only display in a User’s SSC list of My Students if the student's Role matches what is selected under Roles in SSC Settings.
April 2021
VERSION 2104.2
- Faculty Early Alerts will now display Email Templates picklist values in alphabetical order.
- New Permission Sets are available for:
- Student Success Center (Advisor/Standard) - provides access to all ‘non-Setting’ functions in SSC, this permission set does not have access to SSC Settings.
- Student Success Center (Admin) provides access to SSC Settings.
- The legacy permission set has been renamed to Student Success Center (deprecated).
- For additional information, see: Student Success Center - User Personas FAQ
- Student Success Center Preferences have been renamed Settings.
- Settings are now available in the bottom Navigation bar. For additional information, see Navigating in the Student Success Center.
- Users will need to confirm changes to Settings before saving.
- Settings have been updated to display in tabs and some options have been renamed:
March 2021
VERSION 2103.22
- Faculty Early Alerts enables Faculty members to enter early alerts for their Students. The tool provides an easy way for your Faculty members to provide early alerts and kudos from their roster, so advisors can take appropriate action/intervention. For more information, see Faculty Alerts Overview.
- Student Success Center now includes the option to display Cohort-based Success Scores on the Students List.
- Student Success Center now allows Users to view details on a student’s Cohort-based Success Score in the Student detail pages.
November 2020
VERSION 2011.7
- Student Success Center updates which allow any success team member to be able to easily view and quickly take action for all students they are associated with, regardless if they are the Primary team member:
- Uniform view for all Success Team members: My Students shows totals for all students the advisor is associated with as an assigned Success Team Member, regardless of Primary status.
- Streamlined UI: The tabs for Mine and Related students have been consolidated into a single tab called My Students.
- Clear indicators for Primary students: Primary students assigned to an advisor are indicated with a check mark by the student’s picture on both Student List and Student Detail pages. Hovering over this indicator includes a tooltip to clarify these are an advisor’s primary students.
- For additional information on finding information in TargetX Retention, see the article Finding information in TargetX Retention.
September 2020
VERSION 2009.2
- The Success Scores Cohort List/Edit Page will now display an Insufficient Access message if the user doesn’t have the proper Permissions. Previously the page would not display an error or data.
- A new setting is available in Retention Settings, in the Advising Roll Up Schedule section, called Batch Size. For additional information, see Retention Settings.
- New fields have been added to the Placement Test object in order to facilitate importing records:
| Object |
Fieldname |
| Placement Test |
Test Key (TgtX_Retention__Test_Key__c) |
| |
External ID (TgtX_Retention__External_Id__c) |
| |
Last Data Input Source (TgtX_Retention__Last_Data_Input_Source__c) |
August 2020
VERSION 2008.3
- Cohort-based Success Scores allow Administrators to configure scores for selected Cohorts of students based on applicable risk/success factors (Success Score Rules). Once students are scored, Advisors can more easily direct their efforts toward students who need their attention.
- Success Score Cohorts are groups of students that you want to score differently; these may be based on Class-level (e.g., Freshman, Senior), College, Program, Department, etc. These Cohorts are used by the Success Score Rules to calculate a Student Success Score.
- Success Score Rules are configurable rules based on Risk Factors. Administrators assign parameters and weights to each rule. These scores are calculated for students based on a Cohort and displayed for Advisors on the Contact record.
- Each student starts with a Success Score of 100, and points are deducted based on Success Score Rules.
- Advisors can view a Student’s Success Score on their Contact record.
April 2020
VERSION 2004.3