Free Resources & Webinars
Creating better internal user experience when viewing TargetX Events on the Student Contact Record - Part 1
Part 1 of our series to improve viewing TargetX Events form the Student Contact record. Your team of counselors, recruiters, advising, and all staff utilizing your TargetX Salesforce CRM should be able to simply and easily view TargetX Events from the Student Contact record. This series will walk you through tips to customize the Page Layouts, utilizing Formulas, and filter Related Lists to create a great experience for your internal users.
Matching records in a FormAssembly Salesforce Connector when multiple matches are found
FormAssembly Connectors: Choosing the best option for “If Multiple Matches”
Using the Birthdate Field in Salesforce to send relevant birthday messages
Although Birthdate comes as a standard field in Salesforce, it offers a different functionality than a standard date field. If you’ve struggled to use Relative Date filters (such as TODAY or THIS MONTH) with Birthdate, we’ve got your solution.
Utilizing Salesforce Duplicate Tools - Free Webinar
Duplicate data is not only annoying it can cause real headaches due to inaccurate communications sent to students creating confusion. In this webinar, we will walk through the Salesforce Duplicate tools and how best to use them in real-world scenarios. Additionally, we discuss prevention and maintenance to keep your data squeaky clean.
Using Public Groups to easily share reports, email templates, records, and more.
Use this free resource to learn how to utilize public groups to securely and easily share reports, dashboards, email templates, and more within your Salesforce, Education Cloud, or TargetX CRM.
Single Sign On (SSO) and Multi-Factor Authentication (MFA) on Salesforce Webinar
Salesforce will require MFA in February 2022 to increase the security of your data. It’s time to become a Security Champion.
This Webinar will walk you through the steps of MFA and setting up SSO and include tips for personalizing My Domain.