Understanding what is included in the TargetX/HEDA Toolkit

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Custom Setting → TargetX/HEDA Data Mirroring

This setting controls which triggers will run and in which direction. For example, if the Affiliation to Enrollment History Mirroring option is checked, then records created in the Affiliation object will automatically be created in the TargetX Enrollment History object.

Custom Setting Options (Setup → Develop → Custom Settings)

Enable HEDA to TargetX Mirroring - global on/off switch for data mirroring from HEDA to TargetX. This setting MUST be checked.
Enable TargetX to HEDA Mirroring - global on/off switch for data mirroring from TargetX to HEDA. This setting MUST be checked.
Affiliation to Enrollment History Mirroring - If checked, any record created in Affiliations will also be made in Enrollment History.
Affiliation to Enrollment History Filter - allows the user to specify the API name of a field used to determine if the Affiliation record should be mirrored with Enrollment History.
- For example, if the user creates a formula field called Mirror with EH, and that formula evaluates to TRUE, the record will be made in the Enrollment History object. If FALSE, the record does not get created in the Enrollment History object.
- If this field is blank, ALL Enrollment History records will be mirrored with the Affiliation object.
Enrollment History to Affiliation Mirroring - If checked, any record created in Enrollment History will also be created in Affiliations.
Enrollment History to Affiliation Filter - similar to the explanation of Affiliation to Enrollment History Filter.
Relationship - TargetX to HEDA Mirroring - If checked, any record created in TargetX Relationship object will also be made in the HEDA Relationship object.
Relationship - TargetX to HEDA Filter - similar to the explanation of Affiliation to Enrollment History Filter.
Relationship - HEDA to TargetX Mirroring - If checked, any record created in HEDA Relationship object will also be made in the TargetX Relationship object.
Relationship - HEDA to TargetX Filter - similar to the explanation of Affiliation to Enrollment History Filter.
Contact Fields - HEDA to TargetX Mirror - If checked, HEDA Contact fields will be mapped to TargetX Contact fields.
Contact Fields - TargetX to HEDA Mirror - If checked, TargetX Contact fields will be mapped to HEDA Contact fields.

Apex Triggers (4)

When records are inserted or updated, triggers will create a record in the respective “like” object. This is also referred to as data mirroring.
All triggers have hard-coded mappings from HEDA to TargetX and vice versa. These mappings are in TargetX-HEDA Trigger Mappings.

Custom Object → TargetX/HEDA Mappings

This object will allow users to map additional/custom fields between TargetX and HEDA.
For example, users may want to mirror GPA data from Enrollment History to Affiliations.
You must create two mapping entries if you want bi-directional mirroring for the same field.