Getting Started
Best Practices for Portal, creating a Portal, recommended dimensions for images in Portal, setting up Salesforce files, and working with Communities.
- TargetX Portal Overview
- The TargetX Portal is a mobile-first, personalized digital interface built on Salesforce, designed to engage various constituents through tailored content and experiences without requiring design or development expertise, offering features like drag-and-drop portal building, multi-page functionality, and personalized content delivery.
- 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.