Getting Started
Best Practices for Portal, creating a Portal, recommended dimensions for images in Portal, setting up Salesforce files, and working with Communities.
- Best Practices for setting the number of Portal sections loaded at a time
- Portal Best Practices for setting the number of sections loaded at a time.
- Creating a Portal
- The Portal allows you to easily create an engaging experience for constituents that is tailored and targeted. Add your institution branding and tailor the content and message delivery based on unique profile characteristics of the constituent. You can also deliver content and targeted messages to your constituents and publish to a Community.
- Recommended dimensions for images and graphics in TargetX Portal
- The Portal is flexible enough to accommodate a variety of image sizes. While larger images are sometimes a better choice, they can create performance issues, depending on a user’s connection speed. Listed here are average image sizes that won’t create performance issues.
- Setting up Salesforce Files for Portal Builder
- Steps to configure Salesforce Files for use in Portal.
- Working with Portal Communities
- Publishing a second Portal to the same Community and moving a Portal to a different Community.