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Liaison

TX Auth activation instructions

Log out of Salesforce

If you are logged in to Salesforce, please log out before accepting your invitation.

Accept your invitation

To accept your invitation, click the Accept Invitation button:


Accept Invitation option

Activate with your Salesforce credentials

To activate your account with your current Salesforce credentials, click AUTHENTICATE WITH SALESFORCE at the bottom of the login page.

Authenticate options

Click Allow to grant access to the TargetX Authentication system:


allow access screen

Click Continue to go to the TargetX Landing page:

Success screen

Click the Insights tile to go to Insights.

Note: If you are NOT an Admin, you will not see the User Management tile.


TargetX Home

Create a new TargetX (non-Salesforce) account

To activate your account without using your Salesforce credentials, click AUTHENTICATE WITH TARGETX.

Create a new TargetX User account

Fill in the Password and Confirm Password fields and click ACTIVATE:


activate account screen

Click Continue to go to the TargetX Landing Page:

Landing Page

Click the Insights tile to go to Insights.

Note: If you are NOT an Admin, you will not see the User Management tile.


User Managment tile

 

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