Retention Reference Guides
This guide includes all Retention documentation sourced elsewhere in the TargetX Help Center, as well as topic-specific reference guides.
- Academic Periods - Current, Future, Past Formulas
- Formulas used for calculating Current, Future, and Past Academic Periods.
- Creating Roll-Up Summary fields
- Steps to create a Roll-Up Summary field on the Academic Profile and Contact objects.
- Finding information in TargetX Retention
- Where to find information in TargetX Retention.
- Implementing Profile Builder for Retention: Source to Master
- Steps to implement Profile Builder for Retention.
- Managing Success Teams
- Success Teams can include instructors, coaches, advisors, etc.
- Retention Score Fields
- Default formulas for Retention Score Fields (available in the Retention Toolkit).
- Setting up field dependencies for Retention Categories and Types
- Once configured, the dependent picklist will return only the values defined by the dependency associated with the controlling field and will ignore the top-level association with the record type. In other words, the controlling field dependency overrides the picklist dependency.
- Success Team Object Validation Rules
- Validation Rules that are available on the Success Team object.
- Understanding Retention Roles
- Description of how the Role field is used in the Student Success Center as well as steps on how to add and select Roles in the Student Success Center.
- Viewing detailed Student information in Retention
- The Student Detail pages provide a comprehensive view of the student by providing additional information on Activities, Academic, Engagement, Financial and Success Teams.
- Working with Academic Snapshots
- Overview of Academic Snapshots and related components; Academic Profiles, Course and Attendance information.
- Working with Retention Alerts
- Actionable alerts, visualizing alerts, configuring custom flags, alerts, and badges.