TargetX Group Assignment Manager
Getting Started
Articles on using the Group Assignment Suite, adding additional objects, creating Assignment Groups, and creating custom triggers.
Using Group Assignment Suite
Adding additional Target Objects for Group Assignment
Creating Assignment Groups
Creating a TEXT field to store Group Assignments on the Contact record
Creating custom triggers for your new Target Object
Group Assignment Example
Implementing/Configuring Group Assignments
Migrating and Publishing Group Assignments
Articles on migrating, publishing, and validating Group Assignment changes.
Migrating Group Assignment changes from Production to Sandbox
Migrating Group Assignment changes from Sandbox to Production
Migrating Group Assignment changes from Sandbox to Sandbox
Migrating Group Assignment triggers to Production
Migrating/publishing Group Assignment Configurations
Refreshing Group Assignments
Updating Group Assignment changes in Production org (Prod to Prod)
Validating Group Assignments will Successfully Deploy
Configuring Group Assignment Settings
Configuring Group Assignment Member settings, Group Assignment Override field, creating Remote Sites, and more.
Configuring Group Assignment Member Settings
Configuring the Group Assignment Override field
Creating a Remote Site for Group Assignment Triggers Refresh in a Sandbox
Creating Custom Settings for Remote Connections in Group Assignment
Creating your Group Assignment Custom Settings
Turning OFF the Group Assignment tool
Configuring Group Assignment Permissions
Configuring Group Assignment access and limiting which users can create Group Assignments.
Configuring Group Assignment Access
Limiting who has access to configure or create Group Assignments
Group Assignment Manager Reference Guides
This guide includes all Group Assignment documentation sourced elsewhere in the TargetX Help Center, as well as topic-specific reference guides.
Configuring Group Assignment for even distribution of ALL students when a user leaves
Configuring Group Assignment options when a user leaves your institution
Configuring Group Assignment to do an even distribution of NEW students when a user leaves
Configuring Group Assignment to redistribute students to existing users when a user leaves
Resolving Common Group Assignment Errors
Common errors in the Group Assignment Manager and recommended resolutions.
Resolving common errors in Group Assignment migration or refresh
Release Notes and Resolved Defects
This guide includes Release Notes and Resolved Defects for the Group Assignment Manager.
Group Assignment Release Notes
Group Assignment Resolved Defects
Group Assignment Manager Triggers
Details on triggers that are included in Group Assingment Manager (Base package).
Group Assignment Manager Triggers