Name
Liaison TargetX How To: Auditing and Optimizing Your Salesforce CRM
Date & Time
Wednesday, June 18, 2025, 11:00 AM - 11:50 AM
Ryan Gregg
Description

This product training session will highlight the importance of regular audits and targeted cleanup for Liaison TargetX administrators, ensuring a well-maintained and efficient Salesforce environment. Attendees will learn best practices for identifying and addressing data inconsistencies, optimizing system performance, and leveraging TargetX tools to streamline processes. Because when it comes to system management, finding and fixing the “squeaky wheel” is just as important as keeping everything running smoothly.

• Attend to learn the best practices for conducting regular audits to keep your CRM system running smoothly.

• Expect to gain insights on how to check data and storage limits, manage users, and optimize TargetX configurations.

• Discover strategies for effectively handling deadlines, campaigns, and configurations to ensure efficiency in your TargetX environment.

Location Name
Independence Ballroom 6
Full Address
Hyatt Regency Hill Country Resort and Spa
9800 Hyatt Resort Dr, San Antonio, TX 78251
San Antonio, TX 78251
United States