The Kent State Recruiting team met for two days with two TargetX training specialists to learn the TargetX/Salesforce CRM basics, prospect management, the Kent State custom objects (Recruitment Lifecycle), events, reports, communications, and more!

The team worked through naming conventions in order to add a layer of organization to our enterprise recruiting environment which includes:

  • reports
  • folders
  • templates
  • and so on!

In addition, they also learned basic Salesforce navigation and terminology, which helps build a solid foundation of knowledge to help team members gear up as they build their parts of the CRM in preparation for our July launch.

TargetX Two Day Training Group