Documentation and tutorials for using Salesforce/TargetX CRM

Categories (5)

Advising

How to articles for Advisors and Students using Chico State 360 advising tools.

Campaigns

Learn more about the TargetX Email Campaign tool that can be used to communicate important information to constituents, such as appointment and event reminders.

Reports & Dashboards

Learn how to build reports and dashboards within Chico State 360 (Salesforce).

Events - Chico State 360 (Salesforce/TargetX)

TargetX has developed an application within the Salesforce environment called Event Manager. The tool provides features such as online registration, waitlisting, event session management, automated confirmations, cancellations, reminders and much more.

Account Access & Roles

Account Access & Roles

Articles (1)