Getting Started
Articles on using the Group Assignment Suite, adding additional objects, creating Assignment Groups, and creating custom triggers.
This guide provides articles related to Getting Started with TargetX Group Assignment Manager.
- Using Group Assignment Suite
- Overview of the Group Assignment feature.
- Adding additional Target Objects for Group Assignment
- By default the Group Assignment package comes with the Contact and Account objects installed. For additional target objects (ie: Application or Inquiry) please follow these directions to add those custom target objects:
- Creating Assignment Groups
- Steps on creating Assignment Groups.
- Creating a TEXT field to store Group Assignments on the Contact record
- Instructions for creating a Text field to store Group Assignments on the Contact record.
- Creating custom triggers for your new Target Object
- These triggers need to be created in a sandbox first and then migrated to Production via the migration process after validating the triggers will deploy successfully.
- Group Assignment Example
- Group Assignment Example (Group Assignment Suite v2)
- Implementing/Configuring Group Assignments
- In order to configure the NEW Group Assignment tool you will need to do the following: