TargetX Engage Install and Configuration Guide

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TargetX highly recommends completing all upgrades in a sandbox environment prior to upgrading in production. Once packages are installed into your production environment, they cannot be uninstalled or rolled back.

TargetX also recommends installing with access for Install for Admins Only for full product functionality to be available. Post-installation, CRM Admins should review institutional user profiles, in conjunction with new fields and objects included in this package, to ensure appropriate access levels are defined. Minimum permissions are specified where required.

Text messages are NOT blocked in Sandbox environments, i.e. real texts will be sent out from Engage in a Sandbox. Turn off SMS messages when creating a room by deselecting SMS Notifications for each room:

Step 1: Install TargetX Engage package

To obtain package links and passwords, please see the TargetX Engage: Admin Group.
Choose “Install for Admins Only”. If additional security is required, please update the appropriate Profiles and Permission Sets.

Step 2: Enable Notes

Note: In order to take Notes, you MUST be using Base package 1910.10 or higher. Otherwise, users will not be able to take Notes in Engage.

Navigate to Setup and search for Notes Settings.
Check the box for Enable Notes.
Click Save.

Step 3: Update Page Layouts

Navigate to Setup and search for Contacts, select Page Layouts.
Select Edit next to the Student Layout, or the page layout you use for Students.
From the page layout palette, select the Related Lists group and then drag the TargetX Note related list onto your layout.
Save your changes.

Note: If you don't see TargetX Note as an available Related List, you are not on the correct version of Base (1809.1) You can proceed but users will NOT be able to use Notes in Engage meetings.

Step 4: Configure Admin Permissions

Engage Administrators create and activate Engage Rooms and manage Engage Room features like Quick Text, Room Settings, Hours of Operations, etc.

Assign Permissions for Admins

Step 1: For Admins to have access to Engage features, they must be assigned to the TX Engage Admin permission set. This Permission set is delivered when you install the Engage package.

Navigate to Setup and search for Permission Sets.
Click the Permission Set Name for TX Engage Admin (managed).
Click Manage Assignments.
Click Add Assignments.
Select the appropriate users.
Click Assign.

Step 2: Admins must also be assigned the TX Engage Administrator permission set, which is generated using the Permission Scanner:

Navigate to the Permission Scanner tab.
Select the Product/Feature = Engage Admin and Version = the version of Engage you have installed.
Select the checkbox for Use @Future to generate a Permission Set if you want to have the process run in the background.
Click the Generate Permission Set button.

Note: If you previously modified a Permission Set, generating a NEW permission set will overwrite any changes.

The ‘Result’ section will display the new Permission Set Name. Note: If you selected Use @Future to generate Permission Set, the Result section will indicate where you can view the results of the Apex Job.
You can now assign this Permission Set to a User.

Step 5: Configure Advisor Permissions

Engage Advisors can use Engage for meetings, including accessing rooms, creating Quick Text, adding, and picking up students.

Assign Permissions for Advisors

Step 1: For Advisors to display as available in Engage, they must be assigned to the TX Engage Advisor permission set. This Permission set is delivered when you install the Engage package.

Navigate to Setup and search for Permission Sets.
Click the Permission Set Name for TX Engage Advisor (managed).
Click Manage Assignments.
Click Add Assignments.
Select the appropriate users.
Click Assign.

Step 2: Advisors must also be assigned the Engage Advisor permission set, which is generated using the Permission Scanner:

Navigate to the Permission Scanner tab.
Select the Product/Feature = Engage Advisor and Version = the version of Engage you have installed.
Select the checkbox for Use @Future to generate a Permission Set if you want to have the process run in the background.
Click the Generate Permission Set button.

Note: If you previously modified a Permission Set, generating a NEW permission set will overwrite any changes.

The ‘Result’ section will display the new Permission Set Name. Note: If you selected Use @Future to generate Permission Set, the Result section will indicate where you can view the results of the Apex Job.
You can now assign this Permission Set to a User.

Step 6: Confirm Organization-wide Default settings

Navigate to Setup and search for Sharing Settings.
In Manage sharing settings for, select Activity.
In the Organization-Wide Defaults section, confirm that the Activity object has:
- Default Internal Access = Controlled by Parent
- External Internal Access = Controlled by Parent
Save any changes.

Note: Users need Read/Edit access to the Contact object. If your Org-Wide Default for Contact is something other than Public Read/Write, you can set this permission using the Salesforce sharing model.