TargetX Implementation Training

Welcome to TargetX!

If you've arrived here, chances are you're in the process of onboarding to TargetX. We're thrilled you're here and look forward to helping you achieve great things!

How does training work during implementation?

Our program includes on-demand training that you complete before each live meeting we schedule. This approach allows us to create an optimal experience tailored specifically to your needs. By completing the on-demand training beforehand, we can ensure that our live sessions are focused on addressing your specific questions and concerns, enabling us to dive deeper into the details and provide you with the most effective solutions.

If you're a TargetX user assigned the Unit Manager role, refer to the article Unit Manager Functions for information on managing your institution's users.

Where do I complete my training?

There are two main platforms to complete your training:

Platform	Description	Access
Trailhead	This is Salesforce's online learning platform. Because TargetX tools leverage the Salesforce platform, you need to understand foundational Salesforce topics. Trailhead provides this foundational information and is especially helpful if you're new to Salesforce or need a refresher.	You can access Trailhead here: https://trailhead.salesforce.com. Note: you must create an account (using the Sign Up button) to start completing the training outlined below.
Liaison Academy	This is TargetX's online learning platform. This is where you learn more about the specific TargetX tools you're using in the Salesforce platform. Note: it's called Liaison Academy because TargetX is a Liaison company.	You can access the Academy from the TargetX User Community. For more information on the TargetX User Community, review the Using the TargetX User Community article.

Platform

Description

Access

Trailhead

This is Salesforce's online learning platform. Because TargetX tools leverage the Salesforce platform, you need to understand foundational Salesforce topics. Trailhead provides this foundational information and is especially helpful if you're new to Salesforce or need a refresher.

You can access Trailhead here: https://trailhead.salesforce.com.

Note: you must create an account (using the Sign Up button) to start completing the training outlined below.

Liaison Academy

This is TargetX's online learning platform. This is where you learn more about the specific TargetX tools you're using in the Salesforce platform.

Note: it's called Liaison Academy because TargetX is a Liaison company.

You can access the Academy from the TargetX User Community. For more information on the TargetX User Community, review the Using the TargetX User Community article.

user community HOME example

What training do I need to complete?

The specific training you need complete – and when you need to complete it – is determined by your implementation team. Listed below is frequently assigned training.

Trailhead Training

TargetX has two Trailmixes, which are bundles of individual Trailhead courses. Note that durations are represented in hours and minutes (i.e., 1 hour and 30 minutes is 1:30).

Trailmix Name	Description	Included Courses
Business Process Owners Trailmix	A collection of several courses to help business process owners familiarize themselves with the Salesforce platform. Estimated Duration: 8:25	Salesforce Platform Basics (1:00) Lightning Experience Customization (2:50) Reports & Dashboards for Lightning Experience (1:50) Accounts & Contacts for Lightning Experience Salesforce CRM (0:30) Chatter for Lightning Experience (0:55) Lightning Experience Productivity(1:20)
CRM Admin Trailmix	A collection of several courses to help system administrators familiarize themselves with the Salesforce platform. Estimated Duration: 11:50	Salesforce Platform Basics (1:00) Data Modeling (0:45) Data Security (1:50) Lightning Experience Customization (2:50) Reports & Dashboards for Lightning Experience (1:50) Accounts & Contacts for Lightning Experience (0:30) Salesforce CRM (0:50) Chatter for Lightning Experience (0:55) Lightning Experience Productivity (1:20)

Trailmix Name

Description

Included Courses

Business Process Owners Trailmix

A collection of several courses to help business process owners familiarize themselves with the Salesforce platform.

Estimated Duration: 8:25

Salesforce Platform Basics (1:00)
Lightning Experience Customization (2:50)
Reports & Dashboards for Lightning Experience (1:50)
Accounts & Contacts for Lightning Experience
Salesforce CRM (0:30)
Chatter for Lightning Experience (0:55)
Lightning Experience Productivity(1:20)

CRM Admin Trailmix

A collection of several courses to help system administrators familiarize themselves with the Salesforce platform.

Estimated Duration: 11:50

Salesforce Platform Basics (1:00)
Data Modeling (0:45)
Data Security (1:50)
Lightning Experience Customization (2:50)
Reports & Dashboards for Lightning Experience (1:50)
Accounts & Contacts for Lightning Experience (0:30)
Salesforce CRM (0:50)
Chatter for Lightning Experience (0:55)
Lightning Experience Productivity (1:20)

Liaison Academy Training

Learning Paths

TargetX bundles courses into "learning paths." In some cases, you'll complete an entire learning path, while in others, you'll complete specific individual courses.

Learning Path Name	Description	Included Courses
TargetX Foundations	Get acquainted with all things TargetX in this learning path for new users. Topics include: key terminology, navigation, and ad-hoc communication. Estimated Duration: 1:30	Introduction to TargetX (0:45) TargetX and the Contact Record (0:45)
An Administrator's Guide to TargetX	This learning path is built for CRM admins who want to learn more about Salesforce functionality and how to integrate it into day-to-day workflows. In this learning path, we'll cover fundamental Salesforce topics, including: User permissions and data security. Customizing the user experience. Automation essentials. Estimated Duration: 1:45	Introduction to TargetX Administration (0:30) TargetX User Management and Data Security (0:30) Customizing your User Interface in TargetX (0:15) Automation in the CRM with TargetX (0:30)
TargetX Email	This learning path is the most comprehensive resource on all things email. We’ll cover the following topics: Email preferences. Template creation. Content best practices. Email data (including drip campaigns). And more! Estimated Duration: 2:30	Introduction to TargetX Email (0:30) TargetX Email Content Creation (1:00) TargetX Email Data (0:30) Campaign Scheduling in TargetX Email (0:30)
Event Creation and Management with TargetX	This learning path covers the full scope of planning and managing your events with TargetX. Learn about the foundations of the Events tool and how to plan for, create, execute, and support your events. Estimated Duration: 4:00	Introducing: TargetX Events (0:45) Creating Your TargetX Events (1:30) Successfully Executing your TargetX Events (1:00) Branding and Maintaining Your TargetX Events (0:45)
Mastering the Online Application	This learning path is designed for administrators who are new to the TargetX Online App. We'll cover a basic intro to the tool, building forms (including repeatable forms, recommender forms, and supplemental forms), finalizing configuration, best practices for maintenance, and customization. Estimated Duration: 4:00	Welcome to the TargetX Online Application (0:30) Building Application Forms in TargetX Online App (1:30) Finalizing Your TargetX Online Application Configuration (1:00) Maintaining and Branding your TargetX Online Application (1:00)

TargetX Pathways Program

If you're responsible for training your end-users on how to configure and use the TargetX tools to manage your enrollment, admissions, and retention processes, you'll participate in the Pathways program. All TargetX clients can access the train-the-trainer course through the user community. This format allows clients to complete the eLearning and access the resource material at their own pace. You can find TargetX Pathways supplemental resources under Training and Support in the Help Center.